Product · Projects
Give each piece of work a shared workspace.
Northwind account
What projects do
One place for the work
Each project has its own chats with Sherpa and its own files, so the context for one piece of work stays together.
Context set once
Write the project’s instructions once and Sherpa follows them in every chat inside it.
Memory that carries over
Project memory carries names, decisions and formats from one chat to the next.
Keep the chats, files and instructions together.
Every project has its own chats with Sherpa, its own files and its own standing instructions. Sherpa follows those instructions in every chat in the project, so you set the context once. An icon and a color make each project easy to spot in the sidebar.
Northwind account
Instructions
Sherpa follows these in every chat in this project.
Files · 7
| Name | Size | Added |
|---|---|---|
| Northwind_MSA_2025.pdf | 1.2 MB | Aug 4 |
| QBR_notes_Sep.pdf | 240 KB | Sep 18 |
| Usage_export_Q3.xlsx | 3.4 MB | Oct 2 |
| Northwind_account_plan.pptx | 5.8 MB | Jul 11 |
| Support_tickets_Q3.xlsx | 610 KB | Oct 2 |
| Order_form_2025.pdf | 180 KB | Aug 4 |
Let the project remember what it has learned.
Project memory holds what Sherpa learns while working in the project: names, decisions, preferred formats. It carries from one chat to the next, and you can read and edit it as plain Markdown when something changes.
Memory
What Sherpa has learned in this project. Every chat in it reads this.
Formats
What the board pack's readers have asked for. Every chat in the project follows it.
- Slides from
Q3 Board Deck.pptx; its template, its fonts. - ARR in millions with one decimal: $4.2M. Asked for by the CFO on Sep 18.
- Quarters as Q3 FY27, never "last quarter".
- Churn shown with renewals, on the same slide.
Run a piece of work end to end from its project.
A project holds the people, files, chats, workflows and automations for one piece of work, whether that is a client account, a quarter-end close or a deal room. Sherpa starts every chat and every scheduled run from the same context, and the results land back in the project where the whole team can see them.
Projects
The files and chats for one deal or task, shared with its team.
Pinned
All
- JLMC+3
We are buyer-side on Harbor Logistics. Use the data room index for file names. Figures in USD thousands. Flag anything that moves the price.
5 members · 38 files
- MCDP+2
Northwind is a strategic account renewing on 31 January. Use the MSA for anything about terms and cite the clause. Account plans follow Northwind_account_plan.pptx, eight slides at most. Usage figures come from the latest export, never from call notes.
4 members · 7 files
- ARTB+3
Quarter-end close for Q3 FY26. Tie every figure to the trial balance. Owners and deadlines come from the checklist; do not reassign them.
Everyone in Fabrikam · 12 files
- JLMC+2
This is the FY27 operating plan cycle. Use FY27_planning_template.xlsx for every table. Numbers in USD millions, one decimal. The CFO reviews on 14 November; keep each review deck to 12 slides in the board template.
4 members · 9 files
You stay in control
Share a project and give everyone a role on it.
Share a project with a person, a team or your whole organization, and give each a role on it. The project’s files, instructions and memory follow that role, so nobody sets permissions file by file.
- Owner
- Shares the project, sets everyone’s role on it and changes its instructions. Always a person, never a group.
- Editor
- Works in the project: chats with Sherpa, adds and edits its files, updates its memory. Give it to a person, a team or the whole organization.
- Viewer
- Opens the project and reads its files and memory without changing them. Suits reviewers and stakeholders.
Use cases
Open a project for anything with a team and a deadline.
Client account
Keep the contract, the call notes and every chat about one client in a project, and ask for the quarterly account plan when it is due.
Northwind_account_plan.pptx
The Q4 account plan is ready. Each commitment in it links to the call where it was agreed: Northwind_account_plan.pptx
Northwind account plan
Q4 2026 · renewal in March
Account team · 2 October 2026
Cover in the account plan template.
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