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Connection series · From project files to tasks with owners

From scattered files to finished tasks.

A new client signs and the plan needs files from three people. The agent finds them in Drive and Notion, drafts the plan in Google Docs, turns the client call into Asana tasks, and brings only the stuck task to the person who can fix it.

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Fernwood Studio, Northgate Coffee and everyone in the video are fictional, and so are the links and numbers. All six films on YouTube

Connections

What each tool does here.

Each person signs in to their own account. The agent works with what that account can already see.

Steps 02 and 07
Google Drive

The agent finds the team's files, whoever saved them, and shares the finished kit.

Step 02
Notion

Specs and notes the team keeps in Notion are read with everything else.

Step 03
Google Docs

The plan is drafted in Google Docs. The team gives notes right in the thread.

Step 05
Read AI

After the client call, the decisions from the Read AI report go into the thread.

Step 06
Asana

Each decision becomes an Asana task with an owner and a date.

The workflow

7 steps, one Room.

The same steps as the film. Each one shows what the agent does in the Room and, where it matters, who signs it off.

  1. 01Kickoff

    Project kickoff

    In Kylon
    PennAlex asks for the plan in the Room.
    Project kickoff: Alex asks for the plan in the Room.
  2. 02Files

    Files found

    In Kylon
    PennIn Drive and Notion, whoever saved them.
    Files found: In Drive and Notion, whoever saved them.
  3. 03Draft

    Plan drafted

    In Kylon
    PennIn Google Docs, from those files.
    Plan drafted: In Google Docs, from those files.
  4. 04Review

    Team review

    In Kylon
    PennNotes come in right in the thread.
    Who decides
    Timeline goes first. Saved as a rule for every plan.
    Team review: Notes come in right in the thread.
  5. 05Client call

    Client call

    In Kylon
    PennDecisions from the Read AI report.
    Client call: Decisions from the Read AI report.
  6. 06Tasks

    Tasks assigned

    In Kylon
    PennFive Asana tasks with owners and dates.
    Who decides
    Asks the one person who knows. Maya's answer goes to the printer and the task moves again.
    Tasks assigned: Five Asana tasks with owners and dates.
  7. 07Delivered

    Delivered

    In Kylon
    PennThe brand kit is shared with the client.
    Delivered: The brand kit is shared with the client.
Asked twice, kept for goodMaya asked for the timeline first on two plans in a row. The agent saved it, so every plan now starts with the dates.
Set it up

Four steps to your own version.

  1. 1Connect your toolsIn Connections, sign in to Google Drive, Notion, Google Docs, Read AI and Asana.
  2. 2Open a project RoomAdd your agent and the people who deliver the work.
  3. 3Paste the set-up promptThe agent asks for your rules one at a time.
  4. 4Review the first planGive your notes in the thread. Anything you ask twice becomes a rule.
Set-up prompt
Use this in Kylon

Run it in your own workspace.

Connect the tools you already use, add your team, and paste the prompt. Your agent asks before anything goes out.

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