Using the Project Composer to Create Professional Communications

Audience: All project members, especially project managers and leads.

Goal: To explain how to use the Composer to instantly generate context-aware, professional emails and documents based on live project data.

The Composer is your AI-powered communications assistant. It saves you hours of writing time by automatically creating a wide range of professional emails and documents. The Composer intelligently pulls live data from your project—such as goals, timelines, and team roles—and crafts it into a polished, ready-to-send format.

Step 1: Choose Your Template

Your first step is to decide what you want to create. The Composer page displays a comprehensive library of templates for common project communications.

• Filter: Use the Filter by type buttons at the top to switch between Emails and Documents.
• Select: Browse the cards and click on the template that matches your need. For this example, we will select the “Project Kickoff Email”.

Step 2: Customize the Generation Options

After selecting a template, you’ll be taken to a customization screen. This is where you provide the AI with specific instructions to tailor the output perfectly.

• Basic Info: Fill in the recipient, subject, and sender information.
• Email Tone & Length: Guide the AI’s writing style. Choose a Tone (e.g., Professional, Friendly, Formal, Urgent) and a Length (e.g., Standard, Brief, Detailed).
• Include Project Data (The Magic): This is the most important part. Use the checkboxes to tell the AI which specific pieces of live project data to include in the document. For a kickoff email, you would likely want to include the Team Introductions, Timeline, and Next Steps.
• Additional Context: Use this field to provide any other specific instructions or information you want the AI to incorporate.

Once your options are set, click the Generate Composition button.

Step 3: Review and Use Your Document

The AI will generate a complete, fully-formatted document based on your template and customizations. It will be populated with the real-time goals, milestones, and team information from your project.

You now have a ready-to-use document and several options at the bottom of the page:

• Regenerate: Not quite right? Click this to have the AI try again. You can go back to the previous step to adjust your options for a different result.
• Copy to Clipboard: The easiest way to use your text. Click this to copy the entire document, then paste it into your email client (like Gmail or Outlook) or a word processor.
• Save as Note: (Recommended) Click this to create a permanent record of this communication in your project’s Notes (Docs) section. This is excellent for project governance and history tracking.
• Translate: Need to send this to an international team? This button allows you to translate the entire document into another language.