Get started with PJT AI in 5 minutes
A single walkthrough from creating an account to auto-generating your first project.
01Introduction#
PJT AI organizes a PM's materials, meeting notes, requirements, and tasks into a single project context, and connects all the way through to running AI dev tools via MCP integration.
This guide covers the steps new users follow most often:
- Create an account (email or Google)
- Set up a workspace — team name, time zone, language
- Create your first project — an empty board, or auto-generated from uploaded meeting notes
- Write a Tech Spec — the project context AI dispatch will reference
- Invite your team — role-based permissions (member = seat)
- Subscription · credits — per-workspace plans and AI credits
- (Optional) Slack · MCP (Claude Code) integration
02Create an account#
You can start instantly on the Free plan with no credit card.
# 1. Go to https://app.pjt.ai/signup # 2. Sign in with email or Google # 3. Verify your email (arrives within a minute)
03Workspace setup#
A workspace is your team's unit of work. One account can run multiple workspaces, and data is isolated between them. After the per-seat change, each workspace manages its plan, subscription, and AI credits independently.
Basic info
- Team name — shown on invoices and the client portal
- Time zone — the basis for displaying default meeting times
- Language — Korean · English · Japanese (can differ per member)
- Workspace URL — acme.pjt.ai (custom domains require a higher paid plan)
Organization (tenant) settings
The higher-level unit that groups multiple workspaces is the organization. Manage its name and logo from the top-right profile menu → Manage my organization.
04Create your first project#
There are two ways.
Method A — start from an empty board
Dashboard → "+ New Project" → enter name & dates → Create
Method B — auto-generate from meeting notes (recommended)
Upload a kickoff meeting recording or memo, and a board is automatically built with decisions, action items, milestones, and tasks.
Dashboard → "+ New Project" → "Auto-generate from meeting notes" Uploadable: .txt, .md, .docx, .mp3, .m4a, .pdf
05Tech Spec#
When you write a per-project Tech Spec, the AI automatically includes it as prompt context when dispatching code work (Claude Code). Capturing your stack, repos, and conventions once raises the accuracy of every AI task.
Project → "Tech Spec" → write/save Sections: Overview · Tech stack · Repositories · Conventions · Integrations · Constraints
06Invite team · roles#
Add teammates via email invitation. The number of active members is your seat count (billing unit).
| Role | Description | Key permissions |
|---|---|---|
| Owner | Workspace owner | Full control, billing management |
| Admin | Operator | Manage projects, members, settings |
| Manager | Project lead | Edit projects, tasks, tech specs |
| Member | Regular teammate | Work on assigned projects |
| Guest / Partner | External collaborator | Assigned projects only, guest links |
07Subscription · seats · credits (per-seat)#
The billing model is per-workspace (per-seat). The core invariant: workspace = 1 plan = 1 subscription = seats (active billed members).
Plans
- Free — 1 workspace per account, with seat & credit limits
- Solo / Starter / Pro — per-workspace subscription, seat-based billing
- Enterprise — SSO/SAML · data residency · custom SLA
AI credits
AI features (project generation, documents, web design, chat, etc.) are deducted from the workspace's shared credit pool.
- Monthly credits — included in the plan, renewed each billing cycle
- Daily bonus — refreshed daily, no carryover
- Purchased credits — top-up packs, valid for 12 months (Starter and up)
- Deduction order: daily bonus → monthly credits → purchased credits