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Today, I showcase a project I'm working on to demonstrate the capabilities of workflow tools. I organize project details, floor plans, conversations, and onboarding info efficiently. I utilize AI assistants for tasks like formatting, listing client details, and creating spreadsheets. Viewers are encouraged to streamline their project management with similar tools.

1. Introduction

- Overview of the purpose of the Loom: Demonstrating the use of AI tools in a design project.

- Recap of previous training on note-taking tools.

2. Client Project Introduction

- Introducing a new construction project requiring a client portal.

- Need for a centralized location for project details, including transcripts, emails, floor plans, and design briefs.

3. Utilizing AI Tools

- Using Fathom to extract transcripts from client recordings.

- Inputting information into a design assistant GPT for preliminary assistance.

- Providing project details to the AI assistant for further processing.

4. Building Client Profile

- Requesting AI to compile client information, project summary, style preferences, and room details.

- Incorporating budget information into the client profile.

5. Organizing Project in Mydoma

- Creating a new project in Mydoma for project management.

- Utilizing templates for contracts, design boards, and team collaboration.

- Setting up views for different rooms to streamline organization.

6. Uploading Files and Media

- Uploading floor plans, renders, and other project-related documents.

- Sharing project information with the team for collaboration.

7. Conclusion

- Highlighting the efficiency and time-saving benefits of using AI tools in project management.

- Encouraging designers to explore AI onboarding processes for enhanced workflow.

- Teasing upcoming training on scheduling and AI calendars for further productivity hacks.