Sam Okafor
I have a project review in 30 minutes. Help me prepare.
Context for this task
- Calendar event 2:00 PM
- Project files 3 selected
- Last review notes 1 doc
Ask for help with the work in front of you. Your teammate can gather context, prepare useful work, and take actions you authorize, while you keep moving.
Example: you ask your teammate, "Find the latest update from Priya and draft a reply confirming next steps." It finds the thread, reviews it and drafts a reply, which waits for your review before anything is sent.
Example: while writing in a document, you ask your teammate, "I have a project review in 30 minutes. Help me prepare." It checks your calendar, reviews selected project material and assembles a briefing you can open and review.
Example: you ask your teammate, "Find 30 minutes with Alex and Jordan next week to review the launch plan." It checks availability, compares open times and prepares an invitation that waits for your approval.
Example: you ask your teammate, "Compare these three project tools and summarize the trade-offs for our team." It reads the material you selected, compares the options and prepares a summary with sources and open questions.
Example: you ask your teammate, "Turn these notes into action items." It reads your notes, finds owners and dates, and writes a list of action items for your review.
Re: Launch timeline
Hi Priya,
Thanks for the update. Confirming next steps on our side:
Let me know if anything has changed.
Project review: Harbor app
Launch plan review
Let's review the launch plan together: milestones, owners and the go/no-go checklist.
Launch plan v3Project tools: trade-offs
| Criteria | Northline | Tasklight | Fieldnote |
|---|---|---|---|
| Setup | Moderate | Simple | Involved |
| Shared boards | Strong | Basic | Strong |
| Guest access | Yes | Limited | Yes |
Thursday sync: action items
Answers are useful. Finished tasks give you time back. Tell your teammate what you need, and it can help move the work from request to result.
Keep working in the apps and files you already use.
It can help research, prepare, draft, organize, or coordinate a task.
Review the work and approve actions when required.
Start with what you want done. Provide relevant context, review the proposed steps, and confirm actions when needed.
The request
Ask. Approve. Done.
The result
I have a project review in 30 minutes. Help me prepare.
Context for this task
Describe the outcome you want in your own words.
Give your teammate the information or access the task needs.
See what it intends to do and confirm actions that need your approval.
Your teammate completes the permitted work and shows you what changed.
What changed
Use the left and right arrow keys to change use cases. Use Home for the first use case and End for the last.
Use case 1 of 5
Your teammate lives on your computer as a small, easy-to-reach companion. Bring it into the task with a request, then return to what you were doing.
Meet the desktop appLauncher states
Illustration: a desktop with a document open. Lexi waits as a small icon at the edge of the screen.
Illustration: the icon has expanded into a compact panel showing the request "Turn these notes into action items." and its progress: notes read, owners and dates found, action items being drafted.
Illustration: the panel shows the task is done, with a summary of three action items and an Open result button.
Some tasks need a draft. Others need an action. Your teammate should make the next step clear and let you review or approve consequential actions before they happen.
Understand permissionsAction examples
Draft a reply to Priya confirming next steps.
Set up 30 minutes with Alex and Jordan to review the launch plan.
Tidy up the launch research files.
Help me prepare for my 2 p.m. project review.
Email draft
Hi Priya, thanks for the update. Confirming next steps: Alex confirms the launch date by Thursday, and Jordan shares the draft timeline before our review.
Details to verify: Thursday date with Alex
Calendar invite
Launch plan review
Free for all three of you
File plan
Launch / ResearchNew
3 moves · 1 rename · nothing deleted
Meeting brief · 2:00 PM
Project review
Needs your approval
Lexi will send this reply when you approve. Lexi will send this invite to Alex and Jordan when you approve. Lexi will move and rename these files when you approve. Lexi will save this brief to your project notes when you approve.
Done. Here's what changed
Cancelled. Nothing was changed.
Supported actions: Communicate, Coordinate, Prepare, Research, Organize.
Tool categories
Help me prepare for my 2 p.m. project review.
Available to this task
Nothing is available to this task yet.
Connect the apps and services your teammate supports, then choose what information and actions are available.
Works with Gmail and Google Workspace, Outlook and Microsoft 365, Slack, Notion and Zoom.
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Read about trust & securityRequest
Lexi is asking to send a calendar invite
Allowed. Invite sent to Alex and Jordan.
Denied. Nothing was sent.
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Activity
Activity appears here
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