What it's for
The assistant answers questions about a project and turns requests into proposed changes. Ask "What is overdue?" and it lists the tasks, linked to the records behind the answer. Say "Create a testing follow-up for Aisha due Friday" and it proposes the task for you to accept. Like every agent, it only proposes. Nothing is saved until you accept it.
Where to find it
Inside a project, the assistant opens from three places:
- The Ask, create, analyze pill that floats at the foot of the page.
- Assistant in the left rail.
- The button in the top bar. It reads Speak to ProjectCAPEX with a mic when speech is on, or Ask ProjectCAPEX when you set speech to Off, type only.
The prompt box at the top of the Agents page also sends your request to the assistant. Its Add context button lets you ask about another project in the same company.
Before you start
The assistant shows when
- You are inside a project on a plan that includes AI
- Your role can use AI on that project (Admin, Project manager or the company owner)
- Use AI and Agents and project updates are on in Settings, AI
- The company has not blocked AI
How to ask or make a request
- Open the assistant
Select the Ask, create, analyze pill. The panel is titled Ask or tell ProjectCAPEX.
- Check the project
The Project field starts on the project you are in. You can pick another one you can open.
- Choose what you are bringing
Pick A request or question, or A meeting. The meeting choice appears when speech is allowed for you.
- Say what you need
Type in What do you need?, or select Speak instead to dictate. Keep it under 2,000 characters.
- Run it
Select Run. The answer appears with Records behind this answer, or a list of Proposed changes.
- Accept what you want
Accept, Edit or Reject each proposed task or update. Accepted changes are saved through the normal checks.
Meetings
Choose A meeting to record it with the mic (Record the meeting) or import a recording: MP3, M4A, WAV, OGG, WebM or FLAC, up to 25 MB and 30 minutes. The transcript appears one passage per box, so you can fix anything that was misheard. Then select Find actions in this meeting. The assistant proposes tasks, decisions, issues, risks and actions, each linked to the passage it came from.
Weekly report drafts
Ask for a report, for example "Draft last week's report". The assistant proposes a Weekly report for the period. Select Draft it to have the draft written for you to review. See Status reports.
Good to know
- The assistant runs on your device with your own AI key. See AI settings and your own key.
- It reads the project as you can see it, so it never shows records you could not open yourself.
- If your role cannot add tasks on the project, the Accept button is off and says why.
- If you chose on-device speech and a recording cannot be transcribed on this device, the panel asks before sending it once to your AI provider. Choose Send it once or Do not send.
Who can do this
Admins and project managers on the project, and the company owner, on a plan that includes AI. For the other agents see Agents: they propose, you accept.