After a planning conversation, save enough to continue the work without rereading the whole exchange. Keep the reasoning in a note, the current situation in a Project, and accepted actions in Tasks. That gives each item a clear place to check later.
Start with notes or a conversation you choose to give your connected AI. Penny does not automatically obtain recordings, meeting notes, or messages from another service.
Work through an example
In this fictitious example, you are planning a neighborhood photography workshop. The group decided to teach framing before editing because beginners need practice taking pictures first. You agreed to prepare the outline. Casey offered to check whether the community room is available. Nobody agreed to buy new equipment.
Ask for a review before saving:
Review these workshop notes. Separate confirmed decisions, actions I accepted, commitments made by other people, and unresolved ideas. Preserve why we decided each item. Do not invent owners or dates, create tasks, or save anything yet.
Notes: Teach framing before editing so beginners can practice taking pictures first. I will prepare the outline. Casey will check room availability. We discussed buying equipment but made no decision.
Check the result against what people actually said. Casey's offer is useful context, but it is not an action assigned to you. Buying equipment remains unresolved.
Save what you accepted
Use a precise date and timezone when scheduling. When is the day you intend to work; Deadline is the day the action must be finished. Replace the example dates before using this prompt:
For real work, replace every example name, fact, date, and value with information you have verified. If you are rehearsing the fictional example, prefix new records with Practice: and explicitly label their saved text as fictional practice data. Keep example updates out of real Projects.
Save only the workshop facts I have confirmed. If this is the fictional example, use new records named Practice: and label their text as fictional practice data. Do not update a real Project with practice data.
Read my private Penny Project "Photography workshop" and its current To-dos. If several Projects match, ask me which one. If none exists, create it with the purpose "Prepare a beginner photography workshop."
Save a decision note explaining the framing-before-editing choice and attach it as a Project Resource. Record Casey's room check as reported context, not my task. Leave the equipment question unresolved.
Create one To-do, "Prepare workshop outline," owned by me. When: October 13, 2026. Deadline: October 16, 2026. Timezone: America/Chicago. Check for an existing equivalent task first.
Update Project Progress with what is decided and what remains open. Read back every saved record and report any part that failed.
A proposed next step belongs under Suggested next steps until you accept it as a To-do. Choosing My AI as a task's Owner records responsibility; it does not start an agent or authorize it to contact someone.
Verify the saved result
Open Projects, select the workshop, and inspect Progress and Resources. Open the decision note and confirm the reason is preserved. Under Plan, confirm that the outline is a To-do and equipment has not become an accepted action.
Open the outline in Tasks and check Owner, When, Deadline, and Project. If a save was partial, inspect what exists before retrying so you do not duplicate it.
For the individual controls, see Projects, task scheduling, and saving notes.