Projects

Projects let you organize related work into a single workspace. Each project brings together chats and files so your AI conversations share context automatically.

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🗂️ What Projects Do

A project acts as a container for everything related to a matter, deal, or initiative. When you create a chat inside a project, GC AI can:

• Access all files linked to the project
• Read other chats in the same project for cross-conversation context
• Follow custom instructions you set at the project level

This means you spend less time re-uploading files or repeating background information across chats.

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Manage projects from chat

Ask GC AI to find a project, show its settings, or make a change:

• “Create a private project called Supplier Renewals.”
• “Rename Supplier Renewals to Vendor Reviews.”
• “Clear the description, but keep the chat instructions.”
• “Pin Vendor Reviews.”
• “Move this conversation to Vendor Reviews.”

GC AI shows a proposal before it creates, edits, pins, unpins, deletes, or moves anything. Review the target and proposed changes, then choose Approve or Deny. Your existing project permissions still apply. You can update a project’s name, description, chat instructions, and default company profile. Fields you do not ask to change stay as they are. New projects are private unless you request organization visibility. Ask GC AI to link or unlink existing files, folders, and Contract Intelligence vaults. You can ask GC AI to add files already attached to the chat to the project. Use the project’s upload controls to select new files from your computer or Google Drive. Removing a chat from a project keeps the chat. Deleting a project keeps its underlying chats and files, but removes their links to that project.

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🧩 Project Components

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Custom Instructions

Each project has an Instructions section on the right sidebar where you can provide guidance that applies to every chat in the project. Use this for matter-specific context, preferred formatting, or standing directions that GC AI should follow. You need Edit access (or be the project owner) to edit instructions.

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Company profile

A project can have one default company profile. New chats in the project use this profile instead of each member’s personal default. Members can use the project default in that project’s chats. This access does not let them view or edit the profile elsewhere. You need Edit or Admin access to change the project default. Set the default from a project chat’s company profile picker. You can also set it when you create or edit the project. See Create and manage a company profile for steps and screenshots.

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Chats

Every project has its own chat list. You can start new chats directly from the project page or move existing chats into the project. Drag chats from the left sidebar into the project’s Previous chats section, or use the chat menu to add or move a chat. You can also remove a chat from the project through the chat menu on the project page. A chat belongs to one project at a time. When GC AI responds in a project chat, it can reference information from sibling chats in the same project, giving it awareness of your prior work.

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Files

You can add files to a project in several ways:

• Upload from your computer (individual files or folders)
• Import from Google Drive (when connected)
• Add from Files to link existing files or folders from your organization’s file library
• Drag and drop files directly onto the project page
• Ask in chat to add files from the conversation to a named project. Say which files and which project. GC AI shows what it will add, and nothing changes until you approve.

All files linked to a project are available to every chat in that project. GC AI can search and reference them without you needing to attach them to each conversation. When you link a folder, any files added to that folder later are automatically included.

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Sharing and visibility

A project works like a shared folder. Anyone who can view the project can also view its chats and linked files. Projects have two visibility modes:

• Private: Only invited members can see the project, its chats, and its files. The Owner is the creator unless ownership has been transferred.
• Organization: Everyone in your organization can view the project, including its chats and files. Edit access still requires an explicit grant.

You can change visibility in the Share dialog on the project page. The project header shows Shared with your organization when visibility is Organization. When you invite someone to a Private project, they automatically get read access to the files and folders linked to it, and they can view the project’s chats.

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Access Levels

In the Share dialog you assign each member either View or Edit access. The project Owner appears in the Share dialog with full Admin access. By default that is the person who created the project. The Owner can transfer ownership to another organization member. Edit collaborators can invite people and groups as View or Edit. Only an Owner can grant Owner, change visibility, or manage group Owner grants. Deleting a project still requires Admin access, which Owners have by default. Only the current Owner can transfer ownership. The Share dialog does not offer a separate Admin option. Extra Owners appear as Owner.

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Transfer Ownership

If you are the project Owner, open Share, open the access menu for another organization member, and choose Transfer ownership. Confirm the transfer. The new Owner gets Admin access. You keep Edit access so you can still work in the project.

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📍 Where to Find Projects

• Left sidebar: Your project list appears in the sidebar for quick navigation. You can hide individual projects from the sidebar through the project menu without leaving them.
• Projects page: Browse all projects, search, and create new ones
• Pinned projects: Pin frequently used projects to keep them at the top of your list
• Word add-in: Select an active project from the project picker in GC AI for Word

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✏️ Editing a Project

You can edit a project’s name and description from the project menu in the header. Visibility is managed separately through the Share dialog.

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⚠️ Limits and Requirements

• Projects are scoped to your organization
• A chat can belong to only one project at a time
• Only the chat creator can move or remove a chat from a project
• Cross-chat context is limited to the most recent 50 messages per sibling chat
• Deleting a project unlinks its chats and files but does not delete the underlying content
• Deleting a project requires Admin access, which the Owner has by default
• The Owner can transfer ownership to another organization member from the Share dialog
• Non-owners can leave a project through the project menu

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💡 Word Add-in

When you select a project in GC AI for Word, chats you start use that project’s context. Files referenced in a Word chat are not automatically added to the project. You need to upload or add those files to the project separately so they are available to other project chats. For step-by-step setup instructions, see How to create a project.