Robert Docs
Clear guides for planning, creating, reviewing, and managing work in Robert.
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Get started with RobertSet up one active project, save useful references, and invite the people who need it.Save your first swipeTurn a post or video link into a reference your team can search and reuse.Connect Robert to an MCP clientSet up Robert in Claude, Codex, Cursor, ChatGPT, or another compatible MCP client.Write and edit a documentCreate a draft where its references and feedback already live.
All guides
37 guides
Getting started
- Get started with RobertSet up one active project, save useful references, and invite the people who need it.
- Save your first swipeTurn a post or video link into a reference your team can search and reuse.
- Connect Robert to an MCP clientSet up Robert in Claude, Codex, Cursor, ChatGPT, or another compatible MCP client.
- Manage your workspaceKeep the right people, preferences, and integrations around the work.
- Run a content teamGive every piece a clear owner, status, and place to be reviewed.
- Plan creator workTurn ideas, references, and drafts into a repeatable publishing rhythm.
- Manage client workGive each client a clean project space for briefs, deliverables, and approvals.
Create
- Write and edit a documentCreate a draft where its references and feedback already live.
- Research with AIAsk a focused question with the relevant project context in view.
- Create a chat for a projectStart a focused conversation that can turn into reusable project work.
- Plan a content pipelineTrack a piece from idea to final approval without separating its context from its status.
- Use the Content ToolkitFind a practical resource, use it for the task in front of you, then return to your project.
Collaborate
Organize
- Organize work in foldersGive each project one clear home without building a deep hierarchy.
- Work with files and referencesAdd source material to a project and make it easy to find later.
- Use the file libraryKeep video, audio, images, PDFs, and the context needed to use them together.
- Restore a document versionCompare earlier document versions and restore the one that should become current.
Connect
- Move faster with keyboard shortcutsUse the command menu and shortcut reference without leaving your work.
- Choose an integrationFind the right setup path for the service your workspace needs.
- Use the command menuFind an action, place, or piece of work without leaving your current task.
- Manage notificationsKeep important project updates visible without turning every change into an interruption.
Personal settings
Workspace settings
- Set up your workspaceName the workspace, set your assistant, and choose which early-access features to try.
- Manage members and rolesInvite the right people, set their role, and keep access current.
- Manage teamsCreate teams for distinct work and set the one people start in by default.
- Manage billing and storageReview your plan, current usage limits, and invoice history.
- Verify a workspace domainConnect a domain to support workspace identity and email-based access controls.
- Configure workspace integrationsChoose the integrations that reduce a real research, review, or publishing handoff.
- Connect Google DriveBring the Drive files your workspace needs into the research and project workflow.
- Manage MCP accessSet the default access for connected MCP clients and review their activity.
- Manage social accountsSet up platform previews so your team can check how a post will look before publishing.
- Manage enterprise controlsSet up identity, verified domains, and audit-log connections for an enterprise workspace.
- Leave or delete a workspaceLeave a workspace you no longer need, or permanently delete one only when you own the decision.
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