How It Works

Follow each step in Cards.

  • CardBot produces a proposal, not live commitments.
  • Permissions, validation, scheduling, and approval remain deterministic or human-controlled.
  1. 01

    Open CardBot from the planning experience and provide a clear Project name, target date, Team, and brief.

    Cards screen demonstrating step 1: Open CardBot from the planning experience and provide a clear Project name, target date, Team, and brief.Choose CardBot Project Planner
    Step 1 screen focusOpen CardBot from the planning experience and provide a clear Project name, target date, Team, and brief.
  2. 02

    Answer the clarification questions that materially change CardBot’s proposed scope and effort.

    Cards screen demonstrating step 2: Answer the clarification questions that materially change CardBot’s proposed scope and effort.Answer CardBot’s planning questions
    Step 2 screen focusAnswer the clarification questions that materially change CardBot’s proposed scope and effort.
  3. 03

    Review the proposed Card count, relationships, estimate, confidence, planning details, and assignments.

    Cards screen demonstrating step 3: Review the proposed Card count, relationships, estimate, confidence, planning details, and assignments.Review Cards, relationships, estimate, confidence, and assignments
    Step 3 screen focusReview the proposed Card count, relationships, estimate, confidence, planning details, and assignments.
  4. 04

    Choose Open Draft only after the proposal is coherent, then correct names, scope, dates, assignments, privacy, and client visibility in the draft.

    Cards screen demonstrating step 4: Choose Open Draft only after the proposal is coherent, then correct names, scope, dates, assignments, privacy, and client visibility in the draft.Choose Open Draft only after reviewing the proposal
    Step 4 screen focusChoose Open Draft only after the proposal is coherent, then correct names, scope, dates, assignments, privacy, and client visibility in the draft.
  5. 05

    Save or create the Project only when the edited draft accurately represents the work.

    Cards screen demonstrating step 5: Save or create the Project only when the edited draft accurately represents the work.Edit and save the draft only when it represents the work
    Step 5 screen focusSave or create the Project only when the edited draft accurately represents the work.
Contact SupportBrowse Support Topics