Copying project updates into a chat window works once. Done every day, it spreads company data across personal chats with no record of what went where. A proper connection is safer and less work.
Four things to insist on
- Sign-in, not a shared key: each person connects as themselves and can be switched off alone.
- Your permissions, never more: the assistant sees only what you could open yourself.
- Read only by default: allow changes only when you want it to create tasks or update status.
- A list of connected apps you can review and disconnect at any time.
Good first questions
- "What is overdue for me this week, by project?"
- "Summarise what changed in the Customer portal project since Monday."
- "Which support tickets are close to missing their target?"
Project Tracker connects to Claude and ChatGPT on every plan, including Free, and works this way.