Choose the right page
General studio work—finding records, planning tasks, managing contacts, timers and finance drafts—is available across the app. Opening a pinboard or schedule gives the assistant that record’s contents and its specialised editing tools.
After navigating, name the intended record again when “this” could refer to something from an earlier message. Opening the Finance page does not give the assistant permission to send a document or record a payment.
Attach material
Use the paperclip, or drag a file into the chat. The composer accepts up to six attachments: PDF, PNG, JPEG, WebP and GIF. Wait until the current turn finishes before adding more files, and check that the attachments are visible before sending. Describe the job: “Review this quote against the living room schedule,” “Save this floor plan in Maple Street,” or “Extract proposed tasks from this client message.” Reading a file and saving it as a project record are separate actions. Ask explicitly to save files you want to keep. For spreadsheets, use the schedule’s Import workflow. For speech, supply a transcript; do not assume the file picker transcribes audio.Review the kind of result
Stop stops the active response. It does not roll back changes already made. After an interrupted turn, inspect the target record before repeating the request.
Chat history is not a backup or a complete record search. Ask the assistant to find saved documents in Atelier when continuing earlier work.
Continue with Tasks, projects and timers, Schedules and sourcing, Finance drafts, or Meetings, files and vendor pricing.