Set up a ChatGPT Project for a creative job in eleven steps: files, instructions, memory, and Storyflow as the app that turns the project into a board a client can open.

Category
AI Tools
Author
Storyflow Team
Product & Research Team
Topics
2026-10-10
•
45 min read
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AI ToolsThe best setup for creative work in ChatGPT is a ChatGPT Project paired with Storyflow as its app. The project holds the brief, the files and the instructions; Storyflow turns them into a visual board of notes, tables, references and a slide deck that a teammate or client can open. Add Storyflow as a custom MCP app (ChatGPT Plus or above with Developer mode, address https://mcp.storyflow.so/mcp). Add Canva when you need a finished design, Figma when you need a FigJam diagram or a Figma Slides draft, and Notion or Google Drive when your source material already lives there.
Full disclosure: Storyflow is our product. It ranks first because the job here is turning a ChatGPT Project into work other people can open, and its MCP server builds a placed visual board from the project's brief and reads back what changed. Its main limits: it is a custom app that needs ChatGPT Developer mode instead of a one-click install, and it is paid-only during early access. OpenAI's help pages refused direct fetches, so OpenAI limits come from search-indexed copies of its own articles.
Canva, Figma, Notion and Google Drive are the most established: each is a long-running product with an app listed inside ChatGPT. Storyflow is newer, and its MCP server launched in October 2026, so its record is shorter. It earns trust through control instead: you choose which projects the app may use and whether it may make changes, disconnecting ends access within a minute, and every connection expires after 30 days.
Figma states that its ChatGPT app works on any Figma plan, and Notion publishes per-member prices, with Plus at $10 a month billed annually. Storyflow publishes three flat plans with no per-seat pricing, from $7.99 a month billed annually, and no connector limit on paid plans. It is paid-only during early access; its Free plan launches before the end of 2026, and people invited to a board join free now.
Storyflow goes furthest on what ChatGPT can build from a project: placed sections, tables, kanban, mind maps, colour palettes, shot cards and slide decks on one canvas, plus a read of what changed on a board and who changed it. Canva leads on turning a prompt into an editable design, and Figma on producing a real FigJam diagram or Slides file from a conversation.
Canva, Figma, Notion and Google Drive have served creative teams for years, and a team that weighs tenure above everything will lean toward them. Storyflow is an early-access product with a connector launched in October 2026. Its case rests on the job, giving a ChatGPT Project a visual board that others can open, and not on years in the market.
Storyflow, because a creative project mixes a brief, concept routes, references, a schedule and a deck, and ChatGPT can build each of those on one Storyflow board from the project's files, then report what changed. It needs ChatGPT Plus or above with Developer mode. Add Canva for the finished design, Figma for a FigJam diagram, and stay with files and instructions alone if nothing leaves the chat.
Storyflow is underrated because app roundups favour one-click installs, and it is added as a custom app in Developer mode. Its value shows after setup, when a project chat opens by reading the board and the last week of changes. Google Drive is underrated in a different way: pasting a client folder link as a project source keeps the brief current and saves file slots.
A ChatGPT Project holds the context for a creative job. These four apps decide where the work lands when the chat ends, ranked for turning a project into something a team or client can use.
| Tool | Best For | AI Features | Price |
|---|---|---|---|
| Storyflow | The board a ChatGPT Project builds on | Custom MCP app: builds placed sections, tables, kanban, mind maps, palettes and decks; reads boards and what changed | $7.99 mo annual (paid-only today; Free plan due before the end of 2026) |
| Canva | Finished designs from an approved idea | ChatGPT app: designs from a description with previews you open in Canva; finds existing designs | See Canva's pricing page |
| Figma | FigJam diagrams and Slides drafts | ChatGPT app: flowcharts, sequence, state and Gantt diagrams, and Figma Slides (beta) | Works on any Figma plan |
| Notion | Existing documentation as a source | ChatGPT app searches and reads pages your account can access | Plus $10 per member mo annual ($12 monthly) |
You have a client folder in the ChatGPT sidebar. It holds the brief, the brand guidelines, eleven chats and a set of instructions you wrote in week one. It is the most organised your ChatGPT has ever been, and the client still cannot see any of it. That gap is what this guide closes.
A ChatGPT Project groups chats, files and instructions so every conversation starts with the same background. That solves the re-explaining problem. It does not solve the output problem: the concept routes, the moodboard, the schedule and the deck still come out as messages in a thread. We covered the limits of a thread in ChatGPT for Creative Projects: What It Can't Do. A project raises the ceiling on context. It leaves the output where it was.
Project sharing exists, and it invites people into the project as collaborators who chat inside it. That works for a co-writer. It is the wrong shape for a client, who wants to look at three concept routes side by side and react, not read your prompts. Creative review needs a surface, and a chat history is not one.
OpenAI's Projects article says projects can use connected apps: you pick the app from the tools menu (the plus button) or reference it by name. That is the mechanism this guide builds on. The project supplies the context, and an app receives the result in a place built for it: a board in Storyflow, a design in Canva, a diagram in FigJam.
A setup guide is only useful if the numbers are real, so here is what was checked and what was not.
OpenAI's help center refused direct page fetches on October 10, 2026. Every OpenAI fact below comes from search-indexed copies of OpenAI's own articles, and each one links to the OpenAI article it came from: Projects in ChatGPT, Memory in ChatGPT, Connected apps in ChatGPT, Developer mode and MCP apps in ChatGPT and the ChatGPT release notes. OpenAI edits these pages often, and menu labels differ between accounts. Treat the limits as correct on the date above and confirm them on the live article before you plan around them.
Figma's help article loaded in full and is quoted directly. Canva's help center also refused direct fetches, so Canva facts come from the indexed copy of its help article and from Canva's developer documentation, which did load. Storyflow facts come from the product and its own connection guide.
Three things we could not confirm, and say so where they matter:
Most people use two of a project's six parts. The other four are where a creative job gets easier.
Project instructions live in the project's settings. Per OpenAI's Projects article, they apply only within that project and override your global custom instructions. For creative work that means the tone rules for a skincare client never bleed into the pitch you are writing for a sports brand. Treat them as the brief for the assistant: who the client is, what the deliverables are, what format answers take, and where finished work goes.
You upload files to a project and every chat in it can draw on them. The count is capped per project and depends on your plan (the table in the next section has the numbers). The cap is on the number of files, so one combined brand guidelines PDF costs one slot and twelve separate logo files cost twelve. Merge before you upload.
Files are not the only way in. OpenAI's Projects article describes a sources area where you choose Add source and paste a link to a Google Drive file or folder, or a Slack channel, then approve the app if asked. The release notes add that you can paste notes, briefs or reference material directly as text (a February 25, 2026 update). You can also save a good response from a project chat into the project's sources from the message menu, which is how a signed-off tagline or an approved concept route becomes permanent context.
One caveat from OpenAI's Google Drive app article: for individual accounts the Drive connection is live access, not a synced index, and the Projects article says Drive does not sync when added inside a project. ChatGPT can still search and open the file. It just does not pre-read the whole folder.
A project has two memory modes. In the default mode, project chats can reference your saved memories and, on some plans, chats outside the project. In project-only mode, chats inside the project reference each other and nothing else, and chats outside cannot reference the project. The section on memory below turns this into a decision.
Projects can be shared with collaborators who chat inside them. The indexed copy of OpenAI's article lists up to 5 collaborators on Free, 10 on Go and Plus, and 100 on Pro; we could not open the live page to confirm those three numbers, so check them before you plan a team around them. Shared projects always use project-only memory and cannot be switched back. That is a sensible default: your personal memories do not show up in a teammate's answers.
OpenAI's article lists canvas, image generation, voice and web search as tools you can use in project chats, with deep research and agent mode on paid plans depending on your subscription. Chats made with a GPT cannot be moved into a project. If a workspace admin has turned a feature off, it is off inside every project too.
The limits below are the ones a creative team hits first. They come from the indexed copy of OpenAI's Projects in ChatGPT article and its file uploads article, read on October 10, 2026.
| ChatGPT plan | Files per project | Collaborators on a shared project | Apps in projects |
|---|---|---|---|
Free | 5 | 5 | Supported |
Go | 25 | 10 | Supported |
Plus | 25 | 10 | Supported |
Pro | 40 | 100 | Supported |
Business | 40 | Not confirmed | Supported, enabled by default |
Enterprise and Edu | 40 | Not confirmed | Supported, off until an admin enables apps |
Two notes on reading it. First, "apps in projects" means apps from ChatGPT's own list. The custom app route this guide uses for Storyflow has its own requirement: ChatGPT Plus or above with Developer mode. Second, an older OpenAI page still shows 20 files for Plus; the Projects article and the newer file uploads article both say 25, so we use 25.
A campaign project fills up faster than you expect: the client brief, the brand guidelines, a tone of voice document, last quarter's performance report, two competitor teardown PDFs, three interview transcripts and the media plan are already ten. Keep a third of the slots free for material that arrives mid-project, and move anything you only need once into a single chat instead of the project.
Pasted text sources, saved responses and linked Drive or Slack sources are added through the sources area rather than uploaded as files. We could not confirm from OpenAI's pages whether each one counts toward the same file number, so do not rely on them as a way around the cap. Rely on them because a link stays current and an upload does not.
There are dozens of apps in ChatGPT. For creative work, five matter, and they do different jobs. We ranked them on one question: after the chat ends, how much of the project exists somewhere a collaborator can use?
| Criterion | Weight | What it measures |
|---|---|---|
Turns project context into a shareable visual artifact | 30% | Can ChatGPT build something structured and visual from the brief, not only text? |
Reads the work back | 20% | Can a later chat ask what is on the artifact and what changed, so the project does not drift? |
Scope and permission control | 15% | Can you limit the app to one client's material and to read-only? |
Setup effort in ChatGPT | 15% | Clicks from zero to first result, and whether an admin is needed |
Range of creative formats | 10% | Notes, tables, references, diagrams, decks, designs |
Cost for a small studio | 10% | What the tool side costs for one to three people |
A creative project produces things people look at: a moodboard, a route comparison, a schedule, a deck. An app that only reads documents helps ChatGPT answer, and an app that builds gives you something to send. That difference is worth more than any other on this list, so it gets 30%.
Storyflow ranks first on the two heaviest criteria and loses on two others. Setup is the weakest of the five, because it is a custom app added through Developer mode instead of a directory install. Cost is middling, because Storyflow is paid-only during early access while Canva, Figma, Notion and Google Drive all have ways to start without paying. We ranked it first anyway because a plan that nobody can open is the problem a creative team has with ChatGPT.
We did not score design quality, image generation quality or model quality. Those depend on the model you run and the taste of the person prompting. We also did not score mobile use: this setup is a desktop browser workflow.
| App | How it gets into ChatGPT | What ChatGPT makes with it | What ChatGPT reads back | Where the result lives | Limit to know |
|---|---|---|---|---|---|
Storyflow | Custom MCP app (ChatGPT Plus or above with Developer mode) | Placed board sections, notes, tables, kanban, mind maps, diagrams, charts, colour palettes, shot cards, carousel pages, documents, slide decks | Boards, notes, documents, files, what changed and who changed it | A Storyflow board with a view-only link | No one-click install; paid-only during early access; no image generation or comment reading over the connector |
Canva | Canva app in ChatGPT | Designs from a description, with a preview you open in Canva | Your existing Canva designs | Your Canva account, once you save or open the design | Canva's help says exporting and applying brand settings happen in Canva itself |
Figma | Figma app in ChatGPT | FigJam diagrams and Figma Slides presentations | Not described in Figma's article | A Figma file you claim | FigJam and Slides only; not available in the EU; unclaimed files are public by link |
Notion | Notion app in ChatGPT | Mostly answers from your pages | Pages your connected account can access | Notion | OpenAI describes search and read; write access depends on the app, permissions and approvals |
Google Drive | Google Drive app, or a Drive link pasted as a project source | Answers from your files | Files and folders your Google account can access | Drive | Live access only for individual accounts; no sync inside a project |
Sources: Storyflow MCP page; Canva's ChatGPT help article and MCP documentation; Figma's ChatGPT help article; OpenAI's Notion app article and Google Drive app article.

Storyflow MCP connectors linking ChatGPT and other assistants to a Storyflow board
Add https://mcp.storyflow.so/mcp as a custom app in ChatGPT, scope it to one project, and ask for the brief, three routes and a deliverables table on a board your client can open. Plans start at $7.99 a month billed annually.

Eleven steps, done once per client or campaign. Plan on a quiet half hour for the first one. The order matters: memory before chats, instructions before files, a read-only test before any build.
In the ChatGPT sidebar choose New project, then name it and pick an icon and colour. Name it for the job, not the client: "Halden autumn campaign" beats "Halden", because the next job for the same client deserves its own files, its own instructions and its own memory.
OpenAI's article says you can set project-only memory when you create a project or change it later in project settings, and that changes can take a few hours to apply. Decide now. For client work choose project-only, so the client's numbers and unreleased ideas stay inside the project. For your own channel or studio, default memory is fine and often better, because your saved preferences carry in.
Open the project's settings and add instructions. Cover five things: who the client is, what the deliverables are, the voice rules, how answers should be formatted, and where finished work goes. The last one is the line most people skip, and it is the one that makes the app useful:
"Finished plans go on the Storyflow board called Autumn Campaign in the Storyflow project Halden. Before building anything, read that board's summary. Add to existing sections instead of creating duplicates. Never invent client facts; leave a blank and list what is missing."
Full instruction sets for four kinds of creative work are further down.
Upload the stable material: the signed brief, brand guidelines, tone of voice, past results. Check your plan's count first (5 on Free, 25 on Go and Plus, 40 on Pro and the workspace plans). Merge small files into one PDF per topic. Name files so ChatGPT can cite them: "Halden brief v3 signed.pdf", not "final_FINAL.pdf".
In the project's sources area choose Add source and paste a Google Drive folder link for the working documents, or a Slack channel link for the client thread, and approve the app when asked. Paste short reference text directly. When a chat produces something that is now decided (the chosen route, the approved tagline), save that response to the project's sources from its message menu. Decisions then outlive the chat they were made in.
Storyflow's connection guide lists the requirement as ChatGPT Plus or above with Developer mode. On chatgpt.com in a desktop browser:
OpenAI describes Developer mode and MCP apps as a beta that can change, and warns that whoever adds a server is responsible for trusting it. The longer walkthrough, with fixes, is in How to Connect ChatGPT to Your Project Board.
ChatGPT opens Storyflow's sign-in. You then choose three things: which projects the app may use (all, or the ones you pick), whether it may make changes (otherwise it is read-only), and whether it may use documents outside projects. Pick the one Storyflow project that matches this ChatGPT project. The scopes then mirror each other: one client in the ChatGPT project, one client in the Storyflow connection.
Start a new chat inside the project, pick Storyflow from the plus menu or name it in the prompt, and ask: "Using Storyflow, list the boards in the Halden project. Do not change anything." If the list comes back, the app works in project chats and you are done.
If Storyflow does not appear inside the project, run the build prompts in a normal chat with the brief attached, then paste the board's link and a short summary into the project's sources. We could not confirm from OpenAI's pages that custom apps always behave the same inside projects, so this test is the honest check.
Open the Storyflow board in a second browser tab, because what ChatGPT adds appears live on an open board. Then ask for shapes, not for "a plan":
"Using Storyflow and the signed brief in this project, build four sections on the Autumn Campaign board: the brief in one page, three concept routes as notes side by side, a deliverables table with owner and due date columns, and an open questions list."
ChatGPT reads the project's files itself and writes the result through Storyflow's build_section tool, which places each group where it belongs on the canvas instead of stacking everything at one point.
Connect Canva and Figma from ChatGPT's app list. Figma's help article says to open your profile menu, select Apps and connectors, find Figma and select Connect; Canva's indexed help article points to Settings and then Plugins. ChatGPT has renamed this menu more than once, so use whichever label your account shows. Use Canva once a route is approved and you need the post or the presentation designed. Use Figma when the plan needs a flowchart or a Gantt chart in FigJam.
Share the ChatGPT project with the people who will prompt inside it, within your plan's collaborator cap. Send the client the Storyflow board's view-only link instead: the client opens the link with no account, and signs in to comment. Two audiences, two surfaces.
The project is for the people who make the work. The board is for the people who approve it.
Five apps, ranked for the job of turning a ChatGPT Project into work other people can use. Each review states what the vendor's own page says and where the app stops.

Verdict: The app that gives a ChatGPT Project a place to put the work: one canvas that holds the brief, the routes, the references, the schedule and the deck.
Best for: Agencies, studios, creative directors, marketers and creators who plan a campaign or a shoot in ChatGPT and need a client or teammate to see it.
Price: Plus $7.99 a month billed annually ($9.99 monthly), Pro $14 ($19 monthly), Max $39 ($49 monthly). No per-seat pricing. Paid-only during early access; the Free plan launches before the end of 2026, and anyone a paid member invites to a board joins free now. See pricing.
Storyflow is a visual project planning workspace: an infinite canvas board that holds notes, tables, documents, images, moodboards, storyboards, mind maps, kanban, charts and slide decks. Its MCP server launched in October 2026 at https://mcp.storyflow.so/mcp. Connected to ChatGPT, it reads boards, notes, documents and files, and it builds: build_section for placed groups of notes, tables and kanban columns, create_mindmap, create_diagram, create_chart, create_color_palette, create_shot_cards, create_strip_board, create_carousel_pages, create_deck and write_document_content. It can find and apply board templates. get_board_summary describes a board and get_board_changes reports what changed and who changed it over the last day, week or month.
That last pair is why it fits a project. A ChatGPT Project remembers what was said. A board remembers what was decided and laid out. When a chat on Thursday starts by reading the board, it starts from the work as it stands, including the edits a teammate made by hand.
Strengths:
Limitations:
Verdict: The fastest route from an approved idea to a designed asset.
Best for: Social managers and marketers who need the post, the story set or the presentation itself, in a brand's look.
Price: Not quoted here; see Canva's pricing page, and Canva's help article for which account types can connect.
Canva's ChatGPT help article describes connecting your Canva account and asking ChatGPT for a design: you describe the type, style and text, ChatGPT shows options, and you open one in Canva to keep editing. Only the designs you choose to save or open are kept in your Canva account. Canva's MCP documentation lists the wider capabilities: generating designs from descriptions, editing them in plain language, searching your designs and folders, exporting and adding comments.
It ranks second because it finishes what the plan starts. It does not rank first because a design is the end of a creative project, and the project instructions, the routes and the schedule have nowhere to live in it.
Strengths:
Limitations:
Verdict: The right app when the project needs a diagram or a first-draft deck in the tool your designers already use.
Best for: Design-led teams whose files are in Figma and who want a flowchart, a Gantt chart or a Slides draft from a conversation.
Price: Figma's help article says the ChatGPT app is available on any Figma plan.
Figma's help article is specific: in ChatGPT you can turn prompts into FigJam diagrams and Figma Slides presentations, and you cannot create files for Figma's other products. Its launch post lists flowcharts, sequence diagrams, state diagrams and Gantt charts. ChatGPT shows an embedded preview, and you choose Edit in Figma to claim the file. Slides support is in beta with usage limits.
Two details matter for client work. The feature is not available in the EU. And an unclaimed file is public to anyone with the link until a signed-in user claims it, so claim every file you generate from a client project.
Strengths:
Limitations:
Verdict: The app to add when the knowledge your project needs is already written down in Notion.
Best for: Teams with a wiki, a content database or client notes in Notion.
Price: Notion Plus is $10 per member a month billed annually ($12 monthly) and Business is $20 ($24 monthly), per Notion's pricing page.
OpenAI's Notion app article says the app lets ChatGPT search and read content from Notion pages your connected account can access, and that write access may exist depending on the app, your permissions, workspace settings and approvals. In a creative project that makes Notion a source: last year's campaign retro, the brand's messaging hierarchy, the content database.
Strengths:
Limitations:
Verdict: The least glamorous and most used source: the client's folder.
Best for: Any project where the brief, the feedback and the asset list arrive as Docs, Sheets and PDFs in a shared folder.
Price: Uses the Google account you already have.
OpenAI's Google Drive app article says the app connects ChatGPT to files and folders your Google account can already access, and that Docs, Sheets and Slides actions come through the Drive app. Inside a project you can paste a Drive file or folder link as a source. For individual accounts this is live access, not a synced index.
Strengths:
Limitations:
Milanote is the board many creative teams already use for moodboards. We searched for a ChatGPT app or an MCP server from Milanote and found no connector, so a ChatGPT Project cannot build or read a Milanote board today. If that changes, it belongs in this comparison.
Instructions are the lowest-effort improvement in this whole setup, and most projects run on two vague sentences. A good set is short, specific and written like a brief to a new freelancer. Copy the one closest to your work and change the nouns.
| Kind of work | Instructions to paste |
|---|---|
Agency campaign | You are the planning partner for the Halden autumn campaign. The signed brief in this project is the source of truth; if a request conflicts with it, say so. Deliverables: one 45 second film, six social cutdowns, twelve stills. Write in plain British English. Give options as three routes with a one-line idea, a visual hook and a risk. Finished plans go on the Storyflow board Autumn Campaign in the Storyflow project Halden. Read the board summary before building. Never invent client facts. |
Brand and social content | You plan content for a founder-led skincare brand. Voice rules are in the tone of voice file: warm, exact, no hype. Every idea needs a hook, a format and the product it supports. Present a month as a table with rows kept in date order. Put approved months on the Storyflow board Content Plan. Use Canva only after a post is marked approved. |
Photo or video shoot | You are the producer's assistant on a two-day product shoot. Work from the shot brief and the location notes in this project. Group shots by setup, not by story order. Flag anything that needs a prop, a permit or a second crew member. Shot cards and the schedule table go on the Storyflow board Shoot Plan. Leave unknown names and times blank and list them. |
Founder or solo studio | You help a one-person studio run three client jobs. This project is for one client only. Start every chat by reading the Storyflow board for this client and saying what changed in the last week. Keep answers under 200 words unless asked. Put decisions on the board as notes dated today. |
Every row above names a board. Without that line, each new chat will happily create a new board, a new table and a third copy of the brief. With it, the project behaves like a colleague who knows where the team keeps things.
Creative plans are full of facts the model cannot know: the client's budget, the talent's name, the launch date. One sentence ("leave a blank and list what is missing") turns silent invention into a visible list of open questions, which is the most useful thing a first draft can contain.
Long instruction sets get followed unevenly. Put rules in the instructions and reference material in files. If a rule needs a paragraph of explanation, it is a document.
Memory is the setting people notice only after it has gone wrong: a rival client's product name surfacing in a pitch, or a personal preference shaping a client's copy. Decide per project.
| Situation | Setting | Why |
|---|---|---|
Client work under an NDA | Project-only | Chats inside reference each other and nothing outside; outside chats cannot reference the project |
A shared project | Project-only (automatic) | OpenAI's article says shared projects always use project-only memory |
Your own brand or channel | Default | Your saved memories about voice and audience carry into the project |
Two projects for the same client | Default on both, or one combined project | Project-only walls them off from each other |
A pitch you may lose | Project-only | Nothing from it shapes later work for a competitor |
OpenAI's article says that with project-only memory your previously saved memories are not referenced in project chats. Your global habits ("always British spelling", "I shoot on full frame") stop applying, so restate the ones that matter in the project instructions.
Memory helps ChatGPT recall what you told it. It is not a record of the project's state. OpenAI's memory article notes that information drawn from past chats can shift over time, unlike a saved memory. A schedule, an approved route or a shot list needs to live somewhere fixed. That is the job of a board or a document, and it is the reason the instructions tell ChatGPT to read the board first. For the wider argument, see Why ChatGPT Loses the Plot and our page on AI project memory.
This is an illustrative example, not a measured case study. The client, the counts and the timings are invented to show how the pieces fit; your numbers will differ.
A three-person studio wins an autumn campaign for Halden, a fictional oat drink brand: one 45 second film, six social cutdowns and twelve stills, delivered in three weeks. The creative lead uses ChatGPT Plus. The studio has Storyflow Pro. The client has neither and should not need either.
We create the project "Halden autumn campaign" with project-only memory. Seven files go in: the signed brief, the brand guidelines, the tone of voice, last spring's results, two competitor teardowns and the media plan. That is 7 of the 25 files Plus allows. The client's shared Drive folder goes in as a source. The agency campaign instructions from the table above are pasted in, board name included.
Storyflow is already connected as a custom app, scoped to the Storyflow project Halden with changes allowed. In a new project chat we ask for the four sections from Step 9. An illustrative action count looks like this:
| Action | Tool | Count |
|---|---|---|
Find the project and board | list_projects, list_boards | 2 |
Read what is already there | get_board_summary | 1 |
Build brief, routes, deliverables, open questions | build_section | 4 |
Colour palette from the brand guidelines | create_color_palette | 1 |
Total | 8 |
On Plus, Pro or Max there is no MCP limit, so the count only matters for a free invited account, where 8 of the week's 25 actions would be used.
The three routes need references. The connector does not generate images, and pictures attached in the chat do not reach the board, so we ask ChatGPT for an upload link for the board and drop twenty reference frames in through it. The art director arranges them by route on the canvas by hand. This step is manual on purpose: choosing references is the taste part of the job. If you want generated frames, Storyflow's built-in agent does image generation on Pro and Max, inside the app.
We ask ChatGPT to build a ten-slide deck on the board from the three routes (create_deck), then present it fullscreen from the board on the call. The client gets the view-only link afterwards, opens it with no account, and signs in to leave comments on route two. Comment threads are not readable over the connector, so the creative lead reads them on the board and types the decision into the project chat, then saves that response to the project's sources.
A new chat in the project starts with: "Using Storyflow, what changed on the Autumn Campaign board in the last week, and who changed it? Then list deliverables with no owner." ChatGPT calls get_board_changes and reads the deliverables table. The producer had added two rows and moved a date by hand; the chat now knows, because it read the board instead of trusting its memory of last Monday.
Route two is approved. We ask Canva, from the same project, for six square post layouts using the approved lines, pick two, and open them in Canva to apply the brand kit there. We ask Figma for a FigJam Gantt chart of the shoot and edit week for the production partner, and claim the file straight away.
It did not publish the posts, send the call sheet, track who confirmed, run a formal approval with a sign-off button or raise the invoice. Those stay in the tools you already use for them. It also did not make the taste decisions. It removed the re-explaining and the re-pasting, and it left one board the client could open.
Each prompt names the app and the board, asks for a shape, and reads before it writes. Change the names to yours.
| Job | Prompt |
|---|---|
Read first | Using Storyflow, summarise the Autumn Campaign board and tell me which sections exist. Do not change anything. |
Brief on one page | Using Storyflow and the signed brief in this project, add a one-page brief section to the Autumn Campaign board: objective, audience, single message, deliverables, dates, budget. Leave blanks where the brief is silent and list them. |
Concept routes | From the brief and brand guidelines in this project, write three concept routes. Then, using Storyflow, place them side by side on the board as three notes, each with idea, visual hook and risk. |
Deliverables table | Using Storyflow, build a table on the board with columns deliverable, format, owner, due date, status. Fill it from the brief and keep rows in date order. |
Kanban | Using Storyflow, build a kanban on the board with columns To do, Doing, Client review, Done, and one ticket per deliverable. |
Mind map | Using Storyflow, create a mind map of the campaign's audiences, messages and channels from the media plan in this project. |
Colour palette | Using Storyflow, create a colour palette on the board from the hex values in the brand guidelines file. |
Reference upload | I have reference images to add. Using Storyflow, give me an upload link for the Autumn Campaign board. |
Client deck | Using Storyflow, build a ten-slide deck on the board from the three routes: title, the brief in one slide, two slides per route, comparison, recommendation, next steps. |
Weekly status | Using Storyflow, what changed on the Autumn Campaign board in the last week and who changed it? Then list deliverables with no owner. |
Finished asset | Route two is approved. Using Canva, make six square social post options with these three lines. Show previews before saving anything. |
Production diagram | Using Figma, create a FigJam Gantt chart for a two-day shoot and a five-day edit, starting on the date in the deliverables table. |
A project chat has several tools available. Saying "using Storyflow" or "using Canva" removes the guess. It also keeps ChatGPT from answering in text when you wanted something built.
"A plan" returns prose. "A table with these five columns", "three notes side by side" and "a ten-slide deck" return things a team can use. The more exact the shape, the less you fix afterwards.
When a chat ends in a decision, save that response to the project's sources and put the decision on the board as a note. The first makes ChatGPT remember it. The second makes your team see it.
There are two bills: the ChatGPT plan, and the tools the apps connect to. We do not quote ChatGPT prices here because OpenAI's pricing page would not load for us; the requirement for the Storyflow custom app is ChatGPT Plus or above with Developer mode. Tool prices are per month as published on October 10, 2026.
| Tool | Entry price | Cost for 1 person | Cost for 3 people | Note |
|---|---|---|---|---|
Storyflow Plus (annual) | $7.99 flat | $7.99 | $7.99; people invited to a board join free | No MCP limit on paid plans |
Storyflow Pro (annual) | $14 flat | $14 | $14 | Adds AI image generation in the app |
Storyflow Max (annual) | $39 flat | $39 | $39 | Adds a team workspace with roles and permissions |
Notion Plus (annual) | $10 per member | $10 | $30 | Source of existing documents |
Figma | Any Figma plan works with the ChatGPT app | See Figma's pricing | See Figma's pricing | Slides beta has usage limits |
Canva | See Canva's pricing page | Not quoted | Not quoted | Plan gates not confirmed; see Canva's help article |
Google Drive | Your existing Google account | Not quoted | Not quoted | Source only |
Only the people who prompt need a ChatGPT plan. Everyone else works on the board, in the design or in the folder. A flat-priced board costs the same for three people as for one, and a per-member tool grows with the team. Storyflow is not a free option today: it is paid-only during early access, with its Free plan due before the end of 2026.
The larger cost is usually the time spent copying a plan out of a chat and into something a client can read, and then copying the client's changes back in. This setup is worth its price only if it removes that loop for you. If your work never leaves the chat, it will not.
Add one app, use it for a week, then add the next. Five apps on day one means five permission screens and no habit.
Anything that someone else must see, react to or work from needs a surface. Storyflow gives the project a board that holds the brief, the routes, the schedule and the deck, and that ChatGPT can read back. See visual project planning for the board itself and brief to project board for the brief-first version of this workflow.
When the question is "can we see the post?", Canva answers it. Add it second, and prompt it only after a route is approved, so you design one direction instead of three.
A FigJam diagram or a Slides draft that opens in the team's own tool beats an export. Skip it if you are in the EU, where Figma says the feature is not available.
A link stays current and saves a file slot. Upload only what is final.
Some workspaces block custom apps. Storyflow's server works with any assistant that can add a remote MCP server, including Claude, Gemini and Grok. The Claude version of this guide is Claude Projects and Connectors for Creative Work, and Claude vs ChatGPT for Creative Project Planning compares the two.
A solo writer drafting scripts for their own channel may need nothing beyond files and instructions. A project without apps is a complete tool for private thinking. Apps earn their place when the work has an audience.
Most failed setups are not technical. They are a project that was created in a hurry and never given a job.
A client project that runs for a year fills its file cap, mixes three campaigns' memory and makes every answer vaguer. One project per campaign keeps context sharp, and a finished campaign's project becomes an archive you can search.
Twenty-five files of everything means ChatGPT weighs the signed brief the same as an abandoned draft. Upload what is true and current. Delete superseded versions the day the new one arrives.
Default memory lets project chats and other chats inform each other on most plans. For anything under an NDA, switch to project-only before the first chat. Changing it later can take hours to apply.
Without a named board, each chat builds a new one. One sentence fixes it, and it is the sentence in every instruction set above.
Signing in to Storyflow with all projects and changes allowed, for a ChatGPT project about one client, is more access than the job needs. Pick the one matching project. Use read-only for projects you only want to ask about. The longer version of this argument is in Are AI Connectors Safe? An MCP Permissions Guide.
A picture attached in ChatGPT stays in ChatGPT. Ask for the upload link, or give ChatGPT the web addresses of the images so it can add them to the board.
The client sees your prompts, your half-ideas and your instructions, and still has nothing to react to. Share the board's view-only link.
A decision made in a chat on Tuesday is invisible on Friday. Put decisions on the board and save the deciding response to the project's sources. If you already have a long thread that needs rescuing, see How to Turn a ChatGPT Conversation Into a Project Plan.
Four problems cover most of what goes wrong in the first week.
| Symptom | Likely cause | Fix |
|---|---|---|
Storyflow does not appear in a project chat | The custom app is not available in that chat, or Developer mode is off | Check Developer mode, pick the app from the plus menu, or build in a normal chat and paste the board link into project sources |
ChatGPT says it cannot see the Storyflow project | That project was not picked at sign-in | Disconnect in Storyflow under Settings, then Connected apps, connect again and pick it |
ChatGPT answers in text instead of building | The prompt did not name the app or the shape | Start with "Using Storyflow" and ask for a table, notes or a deck |
The app asks you to sign in again | Storyflow connections expire after 30 days | Sign in again; your boards are unchanged |
A project file seems ignored | Too many overlapping files, or the file is a Drive link that needs fetching | Name the file in the prompt, and remove superseded versions |
Nothing was built on a free invited account | The 25 actions for the week are used | Wait for the Monday reset (UTC) or work from a paid plan |
OpenAI's Projects article says ChatGPT may ask you for confirmation to search outside the project before using an app to retrieve content. That prompt is expected. Approve it when the app is the point of the request.
ChatGPT only knows the board as of its last read. Begin the chat with a board summary or a changes request, and the hand-made edits are back in the picture.
Storyflow is our product, and it is not the answer for every ChatGPT Project. These are the cases where another app, or no app, is the better call.
Storyflow is paid-only during early access. Its Free plan launches before the end of 2026, and the only free path now is being invited to a board by a paid member, with 25 connector actions a week. If the budget for tools is zero, run the project with files and instructions and use an app whose free plan covers you.
The Storyflow app needs ChatGPT Plus or above with Developer mode, and on workspace plans an admin controls it. If that door is closed, directory apps such as Canva and Figma still work, and Storyflow can be connected from another assistant.
If the only deliverable is a set of social posts in a brand template, Canva gets you there directly. A board in between is a detour.
If the wiki, the content database and the client notes are all in Notion and the team is happy with pages, connect Notion and keep one home. A second home has to earn its keep with visual work that pages handle badly.
Storyflow has no calendar tool, does not publish or schedule posts, does not run formal approvals with versioned sign-off, and does not do contracts or invoices. Dates live in table date cells, tickets and kanban. Pair it with the tools that do those jobs.
Storyflow runs in the browser, with no mobile or desktop app and no offline mode. A producer who plans on set from a phone will be better served by a tool built for that.
Copy this checklist once per job. It takes the eleven steps above and reduces them to what you fill in.
| Field | What to write | Example |
|---|---|---|
Project name | Client plus job | Halden autumn campaign |
Memory | Default or project-only | Project-only |
Instructions | Five lines: client, deliverables, voice, answer format, board | See the agency set above |
Files | Final documents only, merged by topic | Brief, guidelines, tone, results, media plan |
Sources | Links that stay current | Client Drive folder, client Slack channel |
Apps | One to start, in order of need | Storyflow, then Canva |
Storyflow scope | One matching project, changes on or off | Halden, changes allowed |
Board name | The one the instructions name | Autumn Campaign |
Collaborators | Who prompts in the project | Creative lead, producer |
Client access | The board's view-only link | Sent after the first review |
Ask ChatGPT to build these six sections, left to right, so every project board in your studio reads the same way:
If you would rather start from a prepared structure, ask ChatGPT to find and apply a Storyflow board template, or begin with our campaign brief template and moodboard from a brief pages.
A ChatGPT Project fixes the part of creative work that happens before the idea: it keeps the brief, the files and the rules in one place so you stop re-explaining. It does not fix the part that happens after, when the idea has to become something a client can look at. Apps do that, and the instructions tell ChatGPT which app and where.
Start with one job. Create the project, set its memory, paste a five-line instruction set that names a board, and add Storyflow as a custom app at https://mcp.storyflow.so/mcp, scoped to the one matching project. Ask for the brief, three routes and a deliverables table on the board. Send the client the view-only link. Add Canva when a route is approved and Figma when production needs a diagram.
If Developer mode is not available to you, or you need a free tool today, the project still works with files, instructions and directory apps. If the work has an audience, give it a board. The setup page is storyflow.so/mcp.
ChatGPT Projects are folders in ChatGPT that keep related chats, files, sources and instructions together, so every conversation in the project starts with the same context. For creative work that means the brief, brand guidelines and tone rules are present in every chat. A project organises context; it does not give you a layout, a board or a deck to share.
Create one project per job, choose its memory setting, write instructions that name the client, the deliverables and the board, add final files, and connect apps for output. Use Storyflow to turn the project into a visual board, Canva for finished designs and Figma for FigJam diagrams. Share the board, not the project, with the client.
OpenAI's Projects article lists 5 files per project on Free, 25 on Go and Plus, and 40 on Pro, Business, Enterprise and Edu. The cap counts files, not pages, so merging small documents into one PDF per topic saves slots. These figures come from the indexed copy of OpenAI's article on October 10, 2026; check the live page before relying on them.
Write five things: who the client is, what the deliverables are, the voice rules, how answers should be formatted, and where finished work goes. Name the Storyflow board so every chat builds in the same place. Add one rule against invention: leave blanks and list what is missing. Keep the whole set under a screen.
Yes. OpenAI's Projects article says project instructions apply only within that project and override your global custom instructions. That is why they suit client work: each client's tone and format rules stay in that client's project. If a global habit matters, such as spelling, repeat it in the project instructions.
Project-only memory limits memory to a single project. Chats inside the project can reference each other but not conversations outside it, and outside chats cannot reference the project. Your saved memories are not used in those chats. You set it when creating a project or in project settings, and shared projects always use it.
Yes. OpenAI's Projects article says projects can use connected apps: pick the app from the tools menu or reference it by name, and ChatGPT may ask for confirmation before searching outside the project. The indexed article lists apps in projects as supported on Free, Go, Plus, Pro, Business, Enterprise and Edu, with availability varying by region and workspace settings.
Add it as a custom MCP app. You need ChatGPT Plus or above with Developer mode. On the web, open Settings, then Security and login, switch Developer mode on, go to chatgpt.com/plugins, click the plus button, name the app Storyflow, choose Public endpoint, paste https://mcp.storyflow.so/mcp, create it and sign in to Storyflow.
Test it before you rely on it. OpenAI's article says projects can use connected apps but does not single out custom Developer mode apps, and we could not confirm the behaviour from OpenAI's pages. Start a project chat, name Storyflow and ask it to list your boards. If it does not respond, build in a normal chat and paste the board link into project sources.
ChatGPT can build the structure of a moodboard on a Storyflow board: sections per route, notes for the direction, a colour palette and a place for references. The Storyflow connector does not generate images, and pictures attached in chat do not reach the board, so you add references through an upload link or by giving image addresses. Image generation is in Storyflow's built-in agent on Pro and Max.
The Canva app creates designs from a description. Per Canva's help article, you describe the type, style and text, ChatGPT shows options with previews, and you open one in Canva to keep editing. It can also find your existing designs. Exporting and applying brand settings happen in Canva itself, and only designs you save or open are kept in your account.
The Figma app turns prompts into FigJam diagrams and Figma Slides presentations, and nothing else. Figma's help article lists flowcharts, sequence diagrams, state diagrams and Gantt charts for FigJam. It works on any Figma plan, Slides is in beta, and the feature is not available in the EU. Claim each file, because unclaimed files are public by link.
You can, but a board is the better thing to share. Project sharing invites collaborators to chat inside the project, up to a cap that depends on your plan (the indexed copy of OpenAI's article lists 5 on Free, 10 on Go and Plus, and 100 on Pro). A client wants to review the work, not your prompts. Send a Storyflow view-only link: it opens with no account, and the client signs in to comment.
Not during early access. Storyflow is paid-only for now, from $7.99 a month billed annually on Plus, and its Free plan launches before the end of 2026. Anyone a paid member invites to a board joins free today and gets 25 connector actions a week. The connector runs on ChatGPT's own model, so it spends no Storyflow AI credits.
Use the assistant you already pay for. Both keep instructions and files per project, and Storyflow connects to both with the same address. Anthropic's Projects article says Claude Projects are available to all users, with up to five on the free plan. In Claude, Storyflow is added as a custom connector without a Developer mode switch, which is the main setup difference.
Plan on a desktop browser. The custom app setup runs through Settings and chatgpt.com/plugins on the web, and OpenAI's Developer mode article describes the feature for ChatGPT on the web. Storyflow itself runs in the browser with no mobile or desktop app. You can chat in a project from your phone; do the building and reviewing at a desk.
Table of Contents
Every Storyflow board starts from real structure and an AI that reads the whole canvas. Open one of these templates and make it yours.
A visual AI workspace where every feature lives inside one canvas. No tab-switching, no context lost.
Build your entire board from a single message
Type what you need in the AI chat at the bottom of your canvas. The AI adds cards, headings, and structure directly onto your board.
Use expert frameworks as AI context
Type @ in the AI chat and choose any Tactic. The AI tailors every response to that framework instead of giving generic advice.
Turn your board into a mind map in seconds
Ask the AI to restructure your canvas as a mindmap. It connects your ideas into a visual hierarchy so you can see how everything relates.
Storyflow actually began as a personal tool while working on creative and research projects.
We kept running into the same problem: ideas were scattered everywhere: notes, documents, and whiteboards.
Nothing helped us see how everything connected.
So we started building a workspace designed around how ideas actually grow.
→ Read how Storyflow was createdStoryflow Team
Product & Research Team
Published: 2026-10-10
Extremely simple, seriously capable

Watch a real project come together, from a blank board to a finished plan, clicked through step by step.
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