AI Sidekick Overview

What It Is

AI Sidekick is a built-in planning partner that already knows your goals, projects, tasks, habits, and Future Self Grid. Ask it a question, and it responds with specific advice based on what you're actually working on. It can also take action for you: creating tasks, starring your Top 3, building out your goals, and more.

Why It Matters

Most AI tools make you start from scratch every time. You have to explain your goals, what you're working on, and what's already done. AI Sidekick skips all of that because it lives inside your system. It already sees your priorities, your deadlines, and what's stalled.

That means faster decisions, less re-explaining, and a coach that keeps you honest about the goals you actually set.

Getting Started

AI Sidekick is accessible from anywhere in the app:

  • Desktop: Click the AI tab in the sidebar, or press Cmd+I (Mac) / Ctrl+I (Windows) from any screen.
  • Mobile: Tap AI in the bottom navigation bar.
  • Context buttons: Look for the sparkle icon throughout the app. These open AI Sidekick with a specific prompt already loaded.

On your first visit, AI Sidekick introduces itself and asks for your name. You can also give it a custom name in the onboarding flow.

Key Concepts

  • It knows your data: Before responding, AI Sidekick reads your goals, projects, tasks, habits, and Future Self Grid. It knows what quarter you're in, what's overdue, and what's fallen behind.
  • It takes action: AI Sidekick doesn't just give advice. It can create tasks, star your Top 3, update goals, build your Future Self Grid, and save notes, all inside the conversation.
  • Playbooks: The sparkle buttons you see throughout the app. Each one opens AI Sidekick with a specific workflow already loaded, so you get help exactly where you need it.

Playbooks

Look for the sparkle buttons throughout the app. Each one is a Playbook: tap it, and AI Sidekick opens with a specific workflow already loaded. It reads your data and walks you through it step by step.

Playbook Where What It Does Why It Matters
Pick my Top 3 Home, Top 3 widget Looks at your goals, open tasks, overdue items, and Future Self Grid. Recommends 3 tasks to focus on today (numbered so you can pick). Stars them when you confirm. Skip the morning scroll through your entire task list. AI picks the tasks that actually matter based on your real priorities.
Build my Future Self Grid Home, Future Self Grid widget Walks you through building your grid step by step. Proposes an identity statement, then helps you fill in each of your 8 life areas with habits and outcomes. Saves as you go. No more staring at a blank grid. AI suggests entries based on goals you already have, so everything stays connected.
Plan my Quarter Goals page (sparkle menu) Your goal-setting coach. Reads your Future Self Grid and current work, then helps you set 2 focused goals (one personal, one work). Defines projects and outcomes under each. Saves as you confirm. Keeps your goals tied to your vision instead of drifting into vague wish lists. Challenges you to focus on 2 goals, not 10. All your context stays in one place.
Get me unstuck Goals page (sparkle menu) Scans your goals, projects, and tasks for stalled work, procrastination patterns, and hidden roadblocks. Picks the ONE thing to focus on next and gives you a concrete step. When you feel scattered, this surfaces what's actually blocking you and tells you where to start. Direct, honest, no sugarcoating.
Ask AI about this project Project detail, Goals sidebar Opens AI focused on one specific project. Brainstorm next steps, break outcomes into tasks, get feedback, or talk through a blocker. AI already knows the project's goals, tasks, and progress. No need to explain the backstory first.

Two modes on the Goals page: Tap the sparkle button on the Goals page and you'll see two options. Use "Plan my Quarter" when you're setting direction for the next 90 days. Use "Get me unstuck" when you already have goals but something isn't moving.

What AI Sidekick Can Do

AI Sidekick doesn't just give advice. When you agree with a recommendation, it makes the change for you right inside the conversation.

Tasks

  • Create, update, and complete tasks from the conversation.
  • Star tasks as Top 3 for today.
  • Set due dates, priorities, and project assignments based on your goals.
  • Defer or reschedule tasks when plans change.

Goals and Projects

  • Create goals and projects with the right structure (Goal > Project > Outcomes).
  • Define outcomes so every project has a clear finish line.
  • Update priorities and project status.

Habits

  • Create new habits with targets and tracking type.
  • Toggle habit completions for today.
  • Update habit details like frequency and targets.

Future Self Grid

  • Set your center identity statement ("I am someone who...").
  • Build out life areas with habits and outcomes, one area at a time.
  • Update and refine grid items as your vision evolves.

Notes and Resources

  • Create notes with rich text formatting and structured outlines.
  • Save AI responses as resources directly from the chat.
  • Create and link resources to projects.

Tips

  • Start your day with "Pick my Top 3." Takes 30 seconds. You'll know exactly what to work on instead of guessing.
  • Fill in your Future Self Grid early. This is what powers AI's best suggestions. Without it, AI only sees tasks. With it, every recommendation connects back to who you want to become.
  • Try "Plan my Quarter" before setting goals on your own. AI already knows your projects, pace, and Future Self Grid. It helps you focus on 2 goals instead of 10.
  • Feeling stuck? Use "Get me unstuck." Instead of scrolling and hoping something clicks, let AI tell you the one thing that will get you moving again.
  • You're always in control. AI asks for confirmation before deleting anything. Nothing changes without your say-so.
  • Make it personal. Go to Settings > AI to add context about yourself and your business. The more AI knows, the better it gets.
  • Save the good stuff. When AI gives you a great plan or breakdown, hit save to store it as a resource on the relevant project.

On Mobile

  • AI Sidekick opens as a full-screen view on mobile, giving you the complete chat experience.
  • Tap AI in the bottom navigation to open it from any screen.
  • All Playbook sparkle buttons work the same on mobile.
  • Use the keyboard shortcut Cmd+I if you're on a tablet with a keyboard.
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