Projects - Rave + Chat GPT **new**

Do you want to be a Rave Techno Wizard?  Want to learn how Rave and ChatGPT can work together to help you save even more time?

What is the purpose of using Rave and ChatGPT together?

Rave is designed to streamline project and client management, and when paired with ChatGPT, it can take your workflow to the next level. By using ChatGPT to quickly capture your thoughts and ideas after a site visit or client meeting, you can quickly create Project Notes and Client Notes that are ready to be shared. ChatGPT helps automate the note-taking process, ensuring that all important details are recorded consistently and efficiently.

How does ChatGPT help me create Rave Client and Project Notes?

Imagine you’ve just wrapped up a site visit or client meeting. Instead of scrambling to jot down notes, you can simply speak to ChatGPT.  It will take your raw thoughts and compile them into a polished Client or Project Note within minutes. These notes can then be copied into Rave for easy access, ensuring that you stay organised and your clients stay informed.

Can ChatGPT make the notes look professional and consistent?

Yes! One of the key benefits of using ChatGPT is that it can generate templates for both your Client and Project Notes. Once your templates are set up, ChatGPT will apply the same format each time, ensuring that your notes are consistent, clean, and easy to read. This is perfect for weekly updates, making sure that your communication with clients is professional and timely.

How can I set up a template for my Client and Project Notes?

ChatGPT can assist in generating templates for both types of notes.  Once these templates are set up, ChatGPT can auto-fill the sections and keep the formatting consistent, helping you save time and focus on the important aspects of your work.  Here’s an example of how the notes might be structured:

Example Client Note Template

• Client Name: 

• Date: 

• Meeting Recap:

  • Summary of meeting discussions

• Decisions Made:

  • Key decisions from the meeting

• Action Items for the Client:

  • Any tasks or responsibilities assigned to the client

• Action Items for You:

  • Tasks that need to be completed by you

• Next Meeting or Follow-Up:

  • Details of the next steps

Example Project Note Template

• Project Name: 

• Date: 

• Site Visit Details:

  • Details of what was observed on site

• Challenges and Issues:

  • Any obstacles or things that need addressing

• Next Steps:

  • Actions to be taken before the next meeting or visit

• Important Reminders:

  • Anything that needs follow-up or attention

Can I see an example of how Rave Project Notes and Client Notes look after using ChatGPT?

After ChatGPT generates the notes, you can simply copy them into Rave, where they will be stored in the relevant Client or Project's notes section. Here’s how the notes might look once they’ve been transferred.

Example Client Note in Rave:

• Client Name: "Jason Statham Developments"

• Date: "8 August, 2025"

• Meeting Recap: "Discussed updates on site progress and reviewed timelines."

• Decisions Made: "Client approved schedule extension due to weather delays."

• Action Items for Client: "Review new project timeline and confirm any changes."

• Action Items for You: "Ensure suppliers are updated with new timeline."

• Next Meeting: "Follow-up on material delivery schedule next week."
  
  
  

Example Project Note in Rave

• Project Name: "Building Site X"

• Date: "8 August, 2025"

• Site Visit Details: "Completed initial inspection. Foundation poured and framing started."

• Challenges: "Delays due to weather. Need to reschedule delivery of materials."

• Next Steps: "Coordinate with the supplier to arrange delivery next week."
  
  
  

How can this save me time?

By automating note-taking and formatting, you don’t have to spend extra time drafting and organizing your notes. ChatGPT does all the heavy lifting, so you can focus on what matters most, your work and your clients. The templates ensure that your notes are always consistent, and the process of transferring them into Rave is quick and seamless.

Can I try this out?

Absolutely! If you're already using Rave, start by setting up your Project and Client Note templates. You can then start using ChatGPT to streamline your notes after meetings and site visits. For more detailed instructions and examples:

• See how to set up your ChatGPT templates here: Projects - Setting up your ChatGPT Templates
• See how to Cut and Paste from Chat GPT into Rave here: Projects - Adding Client and Project Notes from ChatGPT