Start with a clear question
Open GreenMethod AI in your workspace and describe the outcome you need. For project work, open the relevant project first. Include useful constraints such as a deadline, available hours or the scope of the work. Available actions depend on the tools and AI settings enabled for your workspace.
Find a useful next step
Ask for help with your day, a CRM next action or missing project tasks. Review each suggestion against what you already know. Suggestions are intended to help you decide what to do, and may be incomplete or incorrect.
Review project plans and estimates
Use project suggestions and health reviews to spot possible gaps. When preparing a project proposal, describe the deliverables, target completion date and effort constraints. An AI suggested estimate is a planning suggestion, not a guarantee. Distinguish it from a historical estimate based on comparable recorded work and check the assumptions before adopting it.
Describe a process before building it
For a process proposal, explain who acts, what decisions are required, the conditions for each outcome and where rejected work returns for correction. Review the proposed process in Process Designer and resolve any missing or ambiguous steps before creating or publishing it.
Keep control of changes
Review and, where available, edit a proposal before approving it. Reject suggestions that do not fit your work. Do not include passwords, API keys or unnecessary sensitive information in prompts. Ask your workspace administrator if AI is unavailable or you need help with access.