Strategist Quickstart

Documentation Index

Fetch the complete documentation index at: https://docs.productbrain.com/llms.txt

Use this file to discover all available pages before exploring further.

This mirrors the in-app onboarding. If you’ve already completed the wizard, you’ve done most of this.

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1. Start with what’s on your mind

After signing up, the wizard asks: “What are you working on?” You don’t need to think in goals or frameworks. Describe what you’re building, a problem you’re facing, or an idea you’re exploring. The AI maps your input into the right level of the tree. Examples of good starting points:

• “I’m building a claims management tool for insurance adjusters”
• “I need to figure out how to reduce churn in my SaaS”
• “I want to automate my email workflow with AI”

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2. Review the AI’s draft

The AI generates a structured branch — a goal, needs underneath it, and approaches for each need. Review what it suggests:

• Does the goal capture your business outcome? Edit it if not.
• Do the needs cover what must be true? Add or remove as needed.
• Are the approaches reasonable bets? You don’t have to keep all of them.

Click Commit when you’re happy. The nodes appear on your Planning Tree.

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3. Describe your project

Open the project panel and tell the AI about your project. This isn’t just a description — it shapes how the AI talks to you going forward. It’ll ask about:

• What you’re building
• What tools you use
• How you verify that things work

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4. Create an iteration

An iteration is a bundle of work you plan to ship together — like a release, a sprint, or a milestone. Click the iteration panel and create your first one. Call it whatever makes sense: “MVP”, “Phase 1”, “June release”.

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5. Generate jobs

Select an approach and click Propose jobs. The AI generates verifiable acceptance criteria — proof that the approach is working. Review, edit, and commit.

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6. Assign jobs to your iteration

Select jobs and assign them to your iteration. This is how you decide what ships when.

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7. View the Delivery Map

Switch to the Delivery Map view. Your approaches are columns, your iteration is a row, and the jobs show what proof you need for each bet. This is your execution view.

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Next Steps