Your First Project
Tutorial · 15 minutesBuild a real marketing campaign project from scratch. By the end, you will have a working project board with tasks, deadlines, and an AI assistant that can read and update the project board you authorize.
The quickstart gets you set up in two minutes. This tutorial goes deeper — you will build a complete project and learn how each piece fits together.
01 — What You Will Build
You are going to create a project board for a product launch campaign. When you are done, you will have:
02 — Create Your Workspace
A workspace is where all your projects live. Think of it as a folder that holds everything your team works on.
Sign up or sign in
Go to agiflow.io and create a free account. If you already have one, sign in.
Name your workspace
Give it a name that makes sense for your team or company. You can change this later.
03 — Create the Campaign Project
Projects hold related tasks. For this tutorial, you will create a project for a product launch campaign.
Click "New Project"
From your workspace dashboard, click New Project. You will see a form with a name field and an optional template picker.
Name it "Spring Product Launch"
Type a clear name that describes the work. Your AI assistant will use this name to understand what the project is about.
Pick the Marketing template
Templates give you pre-built status columns. The Marketing template includes Ideation, Brief, In Progress, and Review — a natural flow for campaign work.
Status columns define the stages work moves through. When your AI assistant moves a task from “In Progress” to “Review,” everyone on the team sees the change instantly. Choose columns that match how your team actually works.
04 — Add Your First Tasks
Tasks are the individual pieces of work in your project. Add three tasks to get started — you will add more with your AI assistant in a later step.
Write launch announcement email
Draft the email that goes out on launch day. Include key features, pricing, and a call to action.
Design social media graphics
Create visuals for Instagram, LinkedIn, and Twitter. Use the new product screenshots.
Update the landing page
Add the new pricing section and feature comparison table to the product page.
Check your progress
You should now have three tasks in the Ideation column. Each has a title, description, priority, and due date. Click any task to see its full details.
05 — Connect Your AI Assistant
Now connect an AI assistant so it can see your project board and help you manage tasks. You need your Organization ID — find it in your workspace settings.
Step 1: Copy your connection settings
Paste this into your AI assistant’s settings. Replace YOUR_ORG_ID with the ID from your workspace settings page.
{
"mcpServers": {
"agiflow": {
"url": "https://api.agiflow.io/api/v1/organizations/YOUR_ORG_ID/mcp"
}
}
}Step 2: Paste into your assistant
ChatGPT
Settings → MCP Servers → Add Server
Claude
Settings → MCP Servers → Add
Cursor
Settings → MCP → Add Server
After connecting, try asking your assistant: “What projects do I have?” It should show your Spring Product Launch project. If it does, the connection is working.
06 — Use Your Assistant to Plan
Your assistant can now read your project board. Try these prompts to see it use real Agiflow capabilities: listing tasks, updating tasks, and creating task comments.
Refine a task
“Add acceptance criteria to the "Write launch announcement email" task.”
Your assistant reads the task, updates the description or acceptance criteria, and keeps the original due date attached to the task.
Clear acceptance criteria make the task easier to review and reduce back-and-forth during execution.
Get a status update
“Give me a status update on the Spring Product Launch project.”
Your assistant scans every task on your board and groups them by status: what is done, what is in progress, and what has not started. It highlights anything overdue.
Instead of clicking through every task, you get a summary in seconds. This is especially useful when you have dozens of tasks across multiple columns.
Add context to a task
“Add a comment to the landing page task: "Check with design team about the hero image before starting."”
Your assistant adds the comment to the task. Anyone on your team who opens that task will see it, along with who added it and when.
Comments keep decisions and context attached to the work they relate to. No more searching through chat messages or emails to find what was agreed.
Move work forward
“Move the social media graphics task to In Progress.”
Your assistant updates the task status. The card moves from Ideation to In Progress on the board.
You can update your board from any conversation with your assistant — no need to switch to the project board app every time something changes.
07 — Review What You Built
Take a moment to look at your project board. You should have:
This is the same process teams use every day with Agiflow. You create projects, break work into tasks, and let your AI assistant help with routine project-board work — status updates, task refinement, comments, and summaries.
08 — What To Try Next
You have the basics down. Here are three directions you can explore:
Run a full campaign
Invite your team, assign tasks, and use your assistant to track a real marketing campaign.
Track sales deals
Set up a pipeline board and use your assistant to manage follow-ups and draft reports.
See all assistant capabilities
Browse the full list of what your AI assistant can do when connected to your workspace.