Introduction to Projects

Projects are the top-level organizational unit in Phacet. They let you group related AI Tables into a single, coherent place.

Use Projects to:

• Keep related workflows together (e.g. all finance checks in one place)
• Control access and permissions at the workflow level
• Share and scale complete setups with your team

Why Projects matter

Projects help you manage complexity as your usage of Phacet grows.

They give you clear boundaries between workflows, teams or stages of maturity (testing vs production workflows), while keeping related AI Tables aligned around the same objective.

Typical patterns:

• One Project per business process (e.g. Invoice verification, Shared inbox, Contract review)
• Separate Projects for experimentation and production
• Separate Projects per team or operational domain (Finance, Legal, Ops)

Project structure

A Project contains one or more AI Tables, each representing a dataset involved in the same workflow.

Hierarchy

• Workspace → Your organization’s Phacet environment
  • Project → A container for related workflows
    • AI Table → A spreadsheet with rows, columns, and logic

Example

• Project: Invoice price verification
  • AI Table: Supplier invoices
  • AI Table: Negotiated prices
  • AI Table: Monthly verification results

Each AI Table has its own structure and logic, but all contribute to the same operational goal.

How to create a Project

1. Click New Project in the top-right corner.
2. Enter a Project name.
3. Choose how to start:
   • Start from scratch — Creates a Project with an empty AI Table.
   • Start with CSV — Creates a Project with an AI Table pre-populated from imported data.
   • Start from template — Uses a pre-built workflow you can customize.

Your Project is created with a first AI Table ready to configure.

Manage Projects

Rename a Project

1. Open the Project.
2. Click the Project name.
3. Edit and save.

Delete a Project

1. Open the Project.
2. Click Settings → Delete Project.
3. Confirm deletion.

⚠️

Deleting a Project permanently removes all AI Tables and data

Add an AI Table to a Project

1. Open the Project.
2. Click + New Table.

Share & collaborate

You can invite team members to collaborate on a Project.

Invite a user to a Project

1. Open the Project.
2. Click Share.
3. Enter the user's email.
4. Select their access level:
   • Full Access: Can edit AI Tables, configure transformations, and share with others.
   • Can Use: Can view and use AI Tables, but cannot edit configurations.
5. Click Invite.

Remove access

1. Click Share on the Project.
2. Find the user
3. Click Remove.

💡

Users must already be members of your workspace to be invited to a Project. See Users and Projects Management for details.

Templates

Phacet offers pre-built Project templates to help you get started faster. Templates are organized by use case.

Use a template when:

• You want a proven workflow structure
• You don’t want to design prompts, columns, and logic from scratch
• You plan to adapt an existing setup to your data

Available templates

Finance and Accounting

• Banking Data Categorization — Automatically categorizes bank transactions to structure vendors, expense types, and cashflow types.
• Labeling of the General Ledger — Analytical labeling of the General Ledger.
• Invoice Data Extraction & Validation — Automated extraction of invoice details with AI accuracy scoring, supplier verification, and comprehensive line item analysis.

Business Leaders and Operations

• Shared Inbox Management — Sort emails, identify phishing attempts, and route emails to the right people or systems.
• Client Feedback Analysis — Automatically analyzes customer feedback to uncover insights, sentiment, and key priorities.

Procurement and Treasury

• Purchase Order Data Extraction — Extract and structure key information from purchase orders: parties, line items, amounts, payment terms, delivery details, and more.

Admin and Legal

• Real Estate Contract Analysis — Automate contract data extraction & AI scoring. Extract client, property & financing details with instant quality validation.

How to use a template

1. Click New Project.
2. Select Start from template.
3. Browse by category or search for a template.
4. Click Use this template.

The Project is created with pre-configured AI Tables. Customize columns and prompts to fit your specific needs.

Common pitfalls to avoid

💡 Don’t put everything in one Project

Projects should represent related workflows, not entire departments.

💡 Avoid one-table Projects for complex workflows

If a process has multiple datasets or checks, split it into multiple AI Tables inside the same Project.

💡 Separate testing from production

Create a test Project when iterating on prompts or logic, then copy the setup into a production Project.