Let's start with a small version we can use in this conversation, then choose a lasting setup once we know what works for you. My proposed first version has three jobs: 1. Turn a brief into a project plan: deliverables, milestones, tasks, dependencies, and questions for the client. We will check that it preserves the brief's requirements and clearly labels assumptions and estimates. 2. Answer questions from project notes: a direct answer with references to the notes you supplied. You should be able to trace the answer to its source, and the assistant should say when information is missing or conflicting. 3. Help plan your day: a short, ordered task list with clear next actions. It should fit your available time and explain priorities using deadlines, dependencies, and your preferences. I suggest starting with one project and using its brief, notes, and tasks to test all three jobs. That gives us something concrete to improve before committing to a platform or integrations. Starting behavior Here is a first draft of how your assistant should work: "Help me manage my freelance design work. Be practical and concise. Turn vague tasks into clear next actions. Separate confirmed client requirements from suggestions and assumptions. Flag missing information that could affect scope or deadlines. Ground project answers in the material I provide. Recommend plans and priorities; ask for explicit authorization before sending messages or changing external records." I can refine these instructions and try them against material you share here. Automatic access to your notes and memory across sessions will depend on the setup we choose and verify. Three first questions 1. Where does your work live today? For example: briefs in email, notes in Google Docs, and tasks in a notebook. Mention any client information you need to exclude. 2. What would you want it to remember between conversations? Examples include active projects, client preferences, your working hours, and decisions you have already made. 3. Can you share one short, anonymized client brief? Include any known deadline and time budget. If you do not have one handy, describe a typical project. Copyable checkpoint - keep this if you continue in another chat: Goal: a conversational assistant for freelance design work, covering brief-to-plan, questions from project notes, and daily priorities. Proposed first scope: one project, with recommendations reviewed by the user. Final setup and persistent memory: undecided. Next step: identify knowledge sources and test a sample brief. This checkpoint is provided here for you to retain; I have not saved a project file.