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Use projects to organize files and workflows

Projects help your team group files, context, workflows, and people around a real body of work. They are useful for project delivery work, pilots, and focused workflow development.

When to use a project​

Use a project when you want to:

  • Keep files for a project or use case together
  • Limit Assistant to a known set of files
  • Give a team access to shared context
  • Build workflows against the same standards or references
  • Track usage and outputs around a specific effort

If you only need one quick question against one file, an Assistant session may be enough.

Use projects for reusable context​

Assistant sessions are best for a focused conversation. A project is the better place for context you want to reuse across sessions, teammates, and workflows.

Add drawings, specifications, standards, accepted examples, and other stable references to the project once. Then start new Assistant sessions or workflow runs from that project when you want Nomic to work from the same source material again.

Projects do not automatically make every new conversation remember everything a user has ever asked. They provide a shared workspace of files and outputs that you can deliberately include as context for the next task.

What belongs in a project​

A project can include:

  • Synced files from an integration
  • Uploaded files
  • Folders or tags
  • Assistant sessions
  • Workflow runs
  • Team members with project-level access

Use project context for stable material, such as drawings, specifications, standards, and shared references. Use requested files in workflows for inputs that change every run.

Suggested setup​

  1. Create or open the project.
  2. Add only the files or folders the team needs.
  3. Confirm the key files have indexed.
  4. Add the right users.
  5. Start with Assistant to explore the context.
  6. Create or run workflows once the repeated task is clear.

Common patterns​

  • Pilot project: one project for the first cohort's sample files and test workflows.
  • Client context: one project per client or standard set.
  • Workflow working group: one project where power users test workflows before sharing them broadly.
  • Project delivery: one project connected to the external project folder or Autodesk Forma project.