Common Tasks

These are real, end-to-end workflows. Each one shows where to start, what to do in each area, and how to hand off to the next step. Use them as templates — change the details to fit your actual work.

"I Need To Write A Briefing On A New Bill"

A typical drafting job that pulls together research, drafting, and a final polish.

1. Open Knowledgebase (Analysis & Research → Knowledgebase). Use the filters on the left to narrow the document list to the relevant policy area and time range.
2. Bookmark the four or five documents that look most useful so you can find them again without re-running the search.
3. Open Press Monitor (Analysis & Research → Press Monitor). Skim recent coverage on the bill to get a sense of what's already been said and which angles are getting attention.
4. Open the Assistant. Tell it what you're writing, who the audience is (your minister, the public, a partner organization), and roughly how long it should be. Reference the documents you bookmarked and what you saw in the press.
5. Draft together. Keep iterating in the same conversation. Ask for revisions, alternative framings, or a tighter version.
6. Polish in Text Processing (Tools → Text Processing) if you want a more structured edit pass — for example, tightening the language or smoothing the tone.

End result: a draft briefing grounded in real sources and aware of the current public conversation.

"I Need To Send A Press Release To Journalists"

A typical end-of-day "and send it" workflow.

1. Write the release in the Assistant or open it from another tool.
2. Open Distribution Lists (Outreach → Contactbase → Distribution Lists). Pick the list of journalists who cover this topic, or build one by filtering Contactbase by beat or region.
3. Send it. The list keeps the audience consistent across future releases on the same topic.

End result: a release in the hands of the right journalists, with the recipient list saved for next time.

"I Need To Compare Two Pieces Of Legislation"

A focused analysis task.

1. Open Legal Documents (Tools → Legal Documents).
2. Paste or upload both texts. State your goal clearly — for example, "Tell me what's actually different between these two versions and which changes matter most."
3. Refine. If the first comparison is too broad, narrow the scope to a specific section or theme.

End result: a plain-language summary of what changed and why it matters, without having to read the full texts side by side.

"I Need To Transcribe A Meeting Recording"

A pre-processing task — the transcript usually feeds into something else.

1. Open Transcription (Tools → Transcription).
2. Upload the recording. Wait for the transcript to come back.
3. Move into the next step. Most people then open the Assistant and ask it to summarize the transcript, extract action items, or pull out specific quotes.

End result: a searchable transcript you can quote from and reuse anywhere else in the dashboard.

"I Want To Stay On Top Of Today's Coverage"

A daily monitoring habit.

1. Open Press Monitor (Analysis & Research → Press Monitor) at the start of your day.
2. Use the ticker for the latest items, and the feed view for a fuller read.
3. Filter to your topic area using the sidebar.
4. Bookmark or save the articles that matter so you can come back to them when you draft.

End result: a faster, more focused morning scan than reading every outlet separately.

"I Need To Onboard A New Teammate"

An admin task.

1. Open Organization → Users and Roles.
2. Invite the user by their email address.
3. Set their role so they have the right level of access. (If you're not sure which to pick, check the help area linked from Organization.)

End result: the teammate has access and can start working in their first conversation or workspace.

"I Want To Build A Working Set Of Sources On A Topic"

A multi-day research effort.

1. Open Research (Analysis & Research → Research).
2. Start a workspace for the topic. The workspace keeps your sources and notes together so you can come back without losing the thread.
3. Add material as you find it — from Knowledgebase, from your own uploads, or from coverage you spot in Press Monitor.
4. Move into drafting in the Assistant once your working set is solid enough to build from.

End result: an evolving research workspace you can return to over days or weeks instead of starting from scratch each session.

Stuck Between Two Areas?

If you can't tell which area fits, here's a fast tiebreaker:

• "I want help thinking about this." → Assistant.
• "I want this specific task done." → Tool (if one fits) or Assistant.
• "I need to find something that already exists." → Analysis & Research.
• "I need to send it to someone." → Outreach.
• "I need to change a setting or invite someone." → Organization.