Open the BoardKeep the directionReturn to its source
Saved direction
Lead with the collection, then explain the process.
ChatGPT · Studio launch
The whole project, in view. Illustrative workspace.Boards + Network
Start with one project.
Create a Board for it. Save a useful note or reference, then ask a connected tool to retrieve that context when you need it.
01 / Boards
The overview. And everything behind it.
Save the brief, decisions, and references in a named Board. Read its overview, search the full entries, and open a source when you need the details. You can correct what you keep as the project changes.
Studio launchBoard
Project overview
A collection first. A story that follows.
The launch opens with the work itself. The process gives it context.
Saved direction
“Lead with the collection, then explain the process.”
ChatGPT · Studio launch
Illustrative Board content
02 / Network
Follow the idea a little further.
See where your Boards connect through shared topics. Open a Board from the map to follow an idea back to its saved context. For a company’s people and departments, explore the Enterprise workspace below.
Studio launch
Visual references
Editorial voice
design
A wider view of what you know. Illustrative Network.Network
03 / Volt
You had a thought. Here it is.
Ask a question about the memory you have access to. Volt retrieves saved context for its answer, with source links you can open and check.
VoltYour memory
What direction did we settle on for the launch?
Studio launchSaved directionFrom your saved context
Lead with the collection, then explain the process.Let the work make the first impression.
➢ Studio launch · Saved direction
Ask VoltFind contextFollow the source
Illustrative answer from the same project
Made yours
Good context deserves more than one use.
YouPersonal context
Work
Building an independent design studio.
Goals
Make more room for the work itself.
AIInstructions
Tone
Be direct. Be specific. Keep it human.
About you. Instructions for your AI. Example profiles.You + AI
The details that travel with you.
Your You profile holds your preferences. Your AI profile holds the instructions your connected tools can read.
My libraryContext cards
Style
Editorial voice
Clear language. A point of view.
Workflow
Research brief
Find the source. Keep the useful part.
A writing style. A research brief. Example context cards.Library
Context Cards.
Reusable instructions for your AI: a writing style, a research workflow, or a preferred format. Save a card in your Library, then copy it into any chat when you need it.
Team Boards / In practice
Different people. One shared context.
For a project team working across separate AI conversations, the hard part is often carrying the brief and decisions forward.
A Team Board keeps that project knowledge together. In this example, Maya saves the agreed launch direction. Jon retrieves it for the next brief, with the original source there to check.
Lead with the collection. Then explain the process.
Maya · ChatGPT · Source attached
MJ
The brief, references, and decisions
J
JonViewer · Connected Claude
“Find the agreed direction in Studio launch. Use it to draft the brief.”
Retrieve before starting the next draft
Illustrative workflow with supported, configured clients. Each tool must request the context through its Index connection; connecting an account does not copy every conversation.
01 / Save
Keep the useful part.
Add the agreed direction from your conversation, or write it directly in Index. Open the saved entry to check it.
02 / Organize
Give it a home.
Keep it beside the brief in Studio launch. Invite teammates as viewers or editors; keep private work in separate Boards.
03 / Connect
Choose the access.
In Settings → Connectors, connect a supported client and choose its Boards and read/write access. Your own Board role still applies.
04 / Retrieve
Start with what you know.
Ask the connected tool to find the saved direction before drafting. Check the returned source and carry that decision into the next brief.
A useful handover: the next draft can start from the agreed direction, with the reasoning still available. The team decides what to save and when to use it.
Working solo? Use the same workflow across your own tools: keep a research finding in Index, then retrieve it when you start writing.
Enterprise
A shared starting point. Across the company.
Bring people and project knowledge into an organization workspace. Help a colleague’s connected AI begin with the context they are allowed to use.
Illustrative organization
S
Studio companyOrganization workspace
Design
M
MayaDesign lead
Strategy
J
JonProject strategist
Department lines show where people work. Access is set separately.
Organization Board
Studio launch
Project brief · Agreed direction · References
Organization members ReadBoard owners & editors Contribute
An example of the organization structure and a shared Board, rather than a live activity map.
Put the handover in context.
Design saves the agreed direction to the company’s Studio launch Board. Strategy can retrieve it for the next brief through a permitted connection, without asking Design to reconstruct the conversation.
Know what is shared.
The Enterprise workspace includes a people-and-departments roster, organization Boards, and organization context in Volt. Active organization members can read organization Boards. Writing requires a Board role that allows it; connected tools also follow their own permissions.
A person’s department or job title does not grant Board access. Use a separately shared Team Board for a project that should not be readable across the organization.
Where the network is heading
We’re building toward a clearer view of people, their connected tools or agents, and the shared work they support. The broader agent-and-workflow map is a product direction; it is not automatic communication between every employee’s AI. Board permissions remain the boundary.
Enterprise setup is arranged with us. Index remains invitation-only.
Change tools. Keep the context.
ChatGPTClaudeMCPConnector API
Have an invitation? Sign in, open Settings → Connectors, and choose a setup supported by your AI client. Approve its Board access, then ask it to save or find context. Client requirements and connection options are in the guide.