How to Use AI

Making Projects

A Project is a permanent workspace where the AI already knows who you are and what you're working on. You explain yourself once, in a short instructions box and a few files, and from then on, every chat inside that workspace starts with the AI fully briefed.

This is the single biggest upgrade you can make. A regular chat forgets everything the moment you close it. A workspace remembers, so you stop re-typing the same background at the start of every conversation.

This page is a little long, on purpose. It's the lesson that pays off the most, and it's the one most people skip. Take your time.


1. The same idea, four names

Every big AI tool has this feature. They give it different names, and the details differ, but the shape is identical: a place to store standing instructions plus a place to store your files, so a fresh chat begins already knowing them.

The idea ChatGPT Claude Gemini
A saved workspace with standing instructions A Custom GPT, or a Project for grouping chats and files A Project A Gem
The box where you say how it should behave The instructions field when you build the GPT / the Project Custom instructions The instructions field when you make the Gem
The files it always has on hand Uploaded knowledge files Project Knowledge Attached files / knowledge
A stricter cousin that answers only from your sources, with citations NotebookLM (from Google, works alongside any of them), covered at the bottom of this page

The exact button names move around and the menus get redesigned. Don't memorize the wording. Look for the place that says "instructions" and the place that lets you "add files" or "knowledge." That's the whole feature, in every tool.

It isn't magic. It's the same text, re-sent for you

A workspace feels like the AI "remembers" you. It doesn't, really. Under the hood it takes your instructions and your files and quietly pastes them in front of every new chat, every time, so you don't have to. It's the same as if you re-typed all that background at the start of each conversation, except it does so reliably and never forgets a piece.


2. What's inside a workspace

Every workspace has two parts you set up once. After that, every new chat you start inside it inherits both automatically.

Anatomy of an AI workspace: instructions plus files, inherited by every chat WORKSPACE · calc-201 Instructions You're my study partner for Calculus 201. Use the files, syllabus, notes, past sets. Explain steps simply. Quiz me when I ask. Never invent a formula, say if unsure. Be concise. Skip preamble. Read before every reply. Files (knowledge) syllabus.txt lecture-notes.txt problem-set-1.pdf set-2.pdf midterm-prep.txt notation.txt worked-eg.txt Your real files, always on hand. EVERY NEW CHAT INHERITS BOTH New chat (inside the workspace) You: Quiz me on section 4 before Friday's midterm.
A workspace = instructions + files. Set these once. Every new chat you open inside it starts already knowing all of it.

Instructions box vs. files: what goes where

People get these two boxes confused. The rule is simple:

A good test: if it's a fact you'd have to look up, it's a file. If it's a preference about how you want to be talked to, it's an instruction.

Instructions box or files: where each thing goes Preferences about behaviour go in the instructions box. Facts and material go in the files. be brief never invent facts syllabus.pdf resume.pdf past emails instructions boxhow to behave fileswhat to know
A preference about how it should talk to you goes in the instructions box. A fact you would have to look up goes in the files.
Keep one workspace per topic

One workspace for your course, a separate one for your job hunt, another for the thing you run on the side. Don't pile them together. A workspace holding three unrelated topics gives muddier answers on all three, because the AI can't tell which files are relevant. Making a fresh one takes a minute, so do that instead of mixing.


3. Three workspaces you could build this week

The setup is the same every time: an instructions box and a few files. Only the contents change. Here are three worked examples. Pick whichever is closest to you and copy the shape.

A. The student studying for a course

B. The person job hunting

C. The person running a small thing on the side

Notice the pattern in all three: a one-line "who I am and how to behave," a few real files, and a question that leans on those files. That's a workspace. The topic is the only thing that changes.

If this feels like a lot of setup

It's maybe an hour, once, for something you'll use daily. And you don't have to finish it in one sitting. Start with one or two files (the syllabus, the resume, the price list) and add more whenever you notice the AI missing something it should have known. The workspace gets better every time you feed it another piece.


4. The limits, so you're not surprised

A workspace is reliable, but it isn't clever about staying current. Three things to keep in mind:

None of this is a flaw to fix; it's just how the feature works. Treat the files like a folder you keep tidy: when a fact changes, re-upload.


5. NotebookLM: the stricter cousin

A NotebookLM notebook is similar to a workspace but stricter, and the strictness is the point. It only answers from the sources you've uploaded, and it shows you the exact sentence every answer came from.

Use it when you want the AI to tell you what your documents actually say, rather than brainstorm from them. A PDF you exported, a report, a set of notes, even a long YouTube video: drop them in and ask questions.

There's also a Studio panel that turns your sources into a summary, a study guide, or even a short audio overview you can listen to. We come back to citations, and why they matter so much, on the Checking page.

A workspace is for when you want the AI to make things: draft, rewrite, brainstorm, think a decision through.

A NotebookLM notebook is for when you want the AI to tell you what your documents say, with citations you can check.

They sit happily side by side. Plenty of people keep both for the same topic.

Quick check · 1 of 2

You've set up a workspace with your notes uploaded. Later you fix a mistake in the original document on your computer. What does the workspace now know?

Answer: a workspace works from the copy you uploaded, not the live file on your machine. Editing the original does nothing until you delete the old copy and upload the new one.

This is why stale files quietly stay stale: the AI trusts whatever it was handed.

Quick check · 2 of 2

You're setting up a job-hunt workspace. Your resume and the job posting go in the files. Where does "write in my voice, direct, no buzzwords" belong?

Answer: the instructions box is for how to behave: tone, standing rules, who you are in a line. Files are for what to know, the facts. Voice is a behavior rule, so it goes in instructions.

And you only write it once. Every chat inside the workspace re-sends it for you.