Write a project brief an AI can actually use
A reusable AI project brief with a clear goal, current decisions, constraints, evidence, and next task. Includes a copyable template.
Move work between tools 2 min read
A pasted brief or shared AI memory?
Use a pasted brief for a small, well-defined task or a narrow sharing boundary. Shared memory is worth considering when you repeatedly need to find and reuse context across connected tools. Both approaches need source checks.
A manual brief gives you a clear boundary
For a one-off review, you can choose exactly which text to send. The next assistant sees the brief you supplied, rather than being asked to retrieve a larger source. This is useful when only a few approved facts may leave a project.
The cost is maintenance. Each correction has to reach the brief, and each destination needs the right version. A brief called “latest” without a date or owner can become another source of confusion.
Shared memory helps when finding the context is the work
A recurring project may have decisions spread across several chats. Searching those sources can be easier than maintaining a single summary by hand. But you still need to know which conversations were captured and what a destination can read.
You can combine the methods. Use memory to find the relevant discussion, check it, then write a small handoff brief for the next task. The choice does not have to apply to every conversation you have.
- One narrow task: start with a brief.
- Repeated searches across captured work: test shared memory.
- Sensitive material with a strict boundary: share only an approved excerpt.
TAKE THIS WITH YOU
A quick choice check
An illustrative template. Replace the details with material you are allowed to share.
How often will I repeat this handoff? Does the next task need exact source messages? Who will keep a manual brief up to date? May the destination read the whole source? Can I test retrieval before relying on it? Choose the simpler method that meets those constraints.
USING THIS WITH DRAY
Keep the context. Check the source.
Dray supports context retrieval and web handoff for connected setups. A manual brief remains a useful fallback when a destination is unavailable or the full source should not be shared.
Dray is in beta. Available sources and connections depend on your setup. Read the data notes before granting access.
Sources & next reads
Product details are grounded in the guides below. Example projects and prompts are illustrative, not customer results.