# Put your business in motion.

Projects is a shared workspace for your team and AI. Turn notes, mail, and records into briefs and follow-ups.

- [Request access](https://patchnet.ai/contact?intent=projects)
- [See how it works](https://patchnet.ai/projects#how)

## Prepare for a client meeting.

“Catch me up before the meeting.”

Context · Brief · Follow-up

### Project context

- **Engagement notes:** Scope approved. Workshop date open.
- **Client conversation:** Include the operations lead in planning.
- **Open tasks:** Confirm a date and prepare an agenda.

3 example records

### Meeting brief

1. The scope is approved.
2. Agree on a workshop date with the operations lead.
3. Review the agenda before sharing.

From 3 records: Notes · Conversation · Tasks

### Follow-up

Draft

Subject: Planning the workshop

Thanks for confirming the scope. What dates work for a workshop with your operations lead? I’ll share a proposed agenda before we meet.

Not sent.

## Inside Projects.

- **Organize your work:** Keep the records, conversations, and tasks behind a project together.
- **Connect your tools:** Bring Microsoft 365 mail, calendar, and OneDrive files into the workspace.
- **Work with agents:** Connect Claude, ChatGPT, or your own agents to the same records through MCP.
- **See where things stand:** Read project metrics and updates directly from your records.
- **Schedule recurring work:** Run briefs, meeting preparation, and follow-ups on a schedule.
- **Prepare reports:** Build reports from your records and publish them on a schedule.
- **Keep it all in one workspace:** Open tools side by side and work with AI in the context of your project.

## Records, access, and history.

- **Structure around your work:** Use record types for accounts, deals, candidates, client work, or your own process.
- **Readable records and a change history:** The open-source MAADb engine stores plain files. Record history keeps track of who changed what and when.

- [Examples for your industry](https://patchnet.ai/solutions): See how a workflow could fit your work.
- [Read the setup guide](https://patchnet.ai/docs/patchnet-projects/quick-start)

## Start with Projects.

Projects is in beta. Request access for a new team, or [log in](https://app.patchnet.ai/sign-in) if you’re already a member.

- [Request access](https://patchnet.ai/contact?intent=projects)

Want us to set up a workflow for you? [Explore deployment](https://patchnet.ai/deployment).

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**Patchnet AI** · Based in Miami, Florida · powered by the [MAADb](https://maadb.ai) engine

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