Projects + Agents: A Smarter Way to Manage Research, Consulting, and Complex Thinking

by Tom McAtee | 4 Aug 2025 | AI in Practice

You don’t just need answers. You need structure.

Whether you’re a consultant, researcher, team leader, or strategist — your work is rarely one-and-done. It’s layered. Iterative. Often messy.

That’s where Projects and Agent Mode in ChatGPT come into their own.

Used together, they give you a more structured, intelligent, and consistent way to manage long-running tasks and complex thinking.


The Problem with Regular Chat

Most people treat AI like a search engine: one prompt in, one answer out.

But if you’re working on:

    • a report with multiple inputs

    • a research task across days or weeks

    • a proposal that evolves over time

    • a strategic thinking challenge

…then a single conversation thread just doesn’t cut it. It gets cluttered, confusing, and hard to track.

You need more than chat.


Enter Projects + Agent Mode

These two features work best in tandem — but they do different things.

Here’s how to think about them:

Feature What it Does Best For
Projects Keeps your chats, files, and context organised Research, proposals, ongoing client work
Agent Mode Executes specific, structured tasks Analysis, summarising, planning, file work

Used together, they help you manage both the big picture and the detail.

“Projects keep the context. Agents get the job done.”


What Are Projects?

Projects are a new way to organise your work inside ChatGPT.

Instead of dozens of disconnected chats, you get a workspace where everything stays together — including:

    • Conversation threads

    • Uploaded documents

    • Chat history and context

Each Project maintains memory within that space, so you don’t have to repeat yourself every time.

Example:
You’re preparing a board presentation. Your Project contains:

  • Strategic notes

  • AI-summarised meeting transcripts

  • Draft slide content

  • Conversations with ChatGPT testing narrative options

All in one place — accessible anytime, from any device.


What Is Agent Mode?

Agent Mode gives ChatGPT the ability to perform a defined task in a structured, tool-based environment.

It’s ideal when you need the AI to:

    • Browse the web

    • Write or run code

    • Analyse files (PDFs, CSVs, Docs)

    • Ask clarifying questions

    • Generate structured reports

“Agent Mode is like switching from brainstorming to action mode.”

You activate Agent Mode from the input bar, not automatically — it’s manual by design, giving you full control.


How They Work Together

Projects hold the long game. Agents help with the next move.

Here’s how a real workflow might look:

Scenario: You’re writing a white paper for a client.

  • Step 1: Create a new Project called “Future of Remote Work.”

  • Step 2: Upload research articles, meeting notes, and an outline.

  • Step 3: Use normal ChatGPT chat to brainstorm structure and titles.

  • Step 4: Activate Agent Mode to:

    • Summarise a long PDF

    • Extract trends from CSV survey data

    • Draft a research summary

  • Step 5: Store outputs in the same Project — so it all stays connected.

Scenario: You’re leading a team strategy offsite.

  • Project: “2025 Strategy Offsite”

  • Content: Agenda drafts, team input summaries, previous years’ notes

  • Agent Tasks:

    • Generate workshop themes

    • Analyse key challenges

    • Draft invitation emails or slide packs

“ChatGPT becomes a strategic partner — not just a chatbot.”


Tips for Getting the Most from Projects + Agents

  • Name Projects clearly – treat them like folders for your work.

  • Keep context in one place – don’t jump between Projects unless needed.

  • Use Agent Mode intentionally – when structure, depth, or tools are required.

  • Document your process – let ChatGPT track decisions or ideas as they evolve.

  • Return and build – pick up where you left off without losing momentum.


Why It Matters

This isn’t just a cool new feature set.

It’s a new way of working — especially for thinkers, planners, and doers.

You get:

  • Clarity — No more scattered chats or lost files

  • Continuity — Keep building on past thinking

  • Completion — Let the Agent do the heavy lifting

Used well, Projects and Agent Mode unlock the next level of AI-enabled productivity.


Summary: Think Big, Act Smart

Projects + Agents is more than a feature pairing — it’s a smarter operating model for modern knowledge work.

Projects give you focus. Agents give you action.

Together, they help you clarify, organise, and complete what matters most.

Written by Tom McAtee

Curious by nature, grounded by experience – I explore the intersection of AI, culture, and leadership, drawing on four decades in heavy industry and high-stakes organisations. These days, I’m diving deep into research, building tools for thinking, and sharing personal reflections along the way. I also happen to love golf, music, cycling, travel, food – and building elegant things with Divi.

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