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GUIDE 12 / GETTING STARTED

Bring existing work in, then review what it means.

Maya brings North Studio’s Willow Bakery conversations, brief and statements into the workspace. She treats the results as suggestions to verify against the originals.

By GoodCompany2 min readCompany setup · Set up with me · Do magic · Review what we found

WHAT YOU’LL TAKE AWAY

A useful next step,
not another open tab.

  • Choose a manageable source set
  • Prepare, process and review
  • Use one record as a checkpoint
  • Retry the affected work

Choose a manageable source set

Use a mailbox you are authorized to connect, readable files and the correct company. Choose whether to analyze existing email history and whether to include spam in that analysis. These choices do not select a custom date range. Review plan capacity and AI processing and privacy before starting; recorded AI costs appear during processing.

Prepare, process and review

  1. Choose Set up with me. In Connect your email, add the intended mailbox and review Analyze existing email history and Include spam. Continue through calendars, finances and documents, adding only the sources you need. Preparing sources happens before importing.
  2. In Review and launch, check the sources, history choices, storage and draft invitations, then choose Do magic.
  3. Open View progress to inspect the processing stages and Recorded AI cost. Launched processing continues after closing the tab. Use Pause and Resume to control it; an operation already underway may finish while paused.
  4. In Review what we found, inspect suggested clients/projects against the source evidence. Correct assignments and review invoice/payment suggestions.
  5. Use Finish review when the required review is complete, then Open GoodCompany. Inspect the resulting client, project and financial records.

Use one record as a checkpoint

Open the Willow Bakery conversation and its proposed Website refresh project. Compare the names, file and invoice with the source. If a result is missing, inspect the affected stage and its error before starting another import.

Retry the affected work

For unreadable files, use Stop and edit setup during processing or Change setup during review to prepare a readable replacement. For a pause, read the specific allowance or provider error before continuing; a company top-up does not necessarily fix a provider account problem. Ordinary rescanning can replace unconfirmed suggestions while retaining confirmed records and saved corrections. Clear setup & start fresh clears review decisions and manual assignments and archives confirmed clients/projects. It cannot be undone from review, so do not use it as a routine retry.

Import review checklist

Adapt this starter in a project note or document. Copying it does not change your workspace. 

Company:
Sources / historic analysis / spam choices:
Cost and capacity reviewed:
Unreadable files to replace:
Client/project corrections:
Invoice/payment decisions:
One resulting record checked:

Ready to put it into practice?

A quick checklist for this visit. Your company records stay unchanged.

0 of 4 steps reviewed

Further reading

Need help with a specific screen? These articles explain where to click, which fields to fill in and what happens next.

NEXT GUIDE

Choose the right copy after a Drive conflict.

Maya edits Willow Bakery’s homepage copy in GoodCompany while Leo changes its Drive copy. North Studio needs to keep the agreed wording.

Continue

GOOD QUESTIONS

A few specifics.

Can I close the processing page?

Started background processing can continue. Return to inspect progress and any decisions or pauses requiring your attention.

Does every suggestion become confirmed work?

No. Inspect the review state and source evidence. Correct or reject suggestions that do not represent the business.