Documentation
A practical guide to setting up your project system, connecting ChatGPT and Claude, carrying context into a work session, and returning with project truth instead of another forgotten transcript.
Start here
The shortest path is one intentional forward, one immediate next move, and a concise plan that comes back to you.
Open Account, create the address, approve the verified inboxes you use, and download the Wip contact so forwarding becomes one quick action.
Send the email and attachments you want WipStack to understand. You decide what enters the system.
WipStack emails back the project, next move, due signal, and a direct link. Uncertain captures point to Review.
Choose when the daily three-move email arrives and turn on the Monday momentum check for moved, waiting, and quiet work.
On a paid plan, connect ChatGPT or Claude through MCP, ask it to open a named project, and explicitly send approved results back to WipStack.
Contextual help
WipStack keeps primary screens concise. Select the question mark beside a function for the short explanation, or use this complete public reference when you need more detail.
This activity shows when ChatGPT or Claude calls a WipStack tool for one of your projects. WipStack receives tool activity and approved results, not the provider's full private conversation.
Use the outcome to describe what this project should create, the definition of done to name observable proof, and the best next move to keep the next work session focused.
Project truth keeps confirmed tasks, milestones, blockers, decisions, and artifacts separate from AI suggestions. AI can improve a draft, but nothing is saved until you add the record.
Choose a date and invitation time. WipStack emails a contextual 30-minute calendar invitation using your saved time zone. Updating the follow-up creates a new invitation for the new date and time.
Files remain private to your WipStack account. PDFs, Word documents, spreadsheets, ZIP files, text files, or images · 25 MB maximum per file. Choose Use as context for a manual upload. Readable files you deliberately send to your private WipStack email can be added to context automatically after the project is confirmed.
JPG, PNG, or WebP · 5 MB maximum · visible only inside this workspace. Choose a screenshot or image that helps you recognize the project.
WipStack keeps every approved source separate, then shows what each source contributed, why it belongs to the project, and what should happen next.
This evidence will travel with the next prompt. A handoff gives the destination AI the project's approved outcome, current state, constraints, sources, and next move without merging or exposing the original private conversations.
Review the captured context and choose the next useful move. This is the smallest useful action WipStack currently recommends for the project. The project shows why it is next and keeps work-with-AI, editing, and calendar follow-up controls together.
WipStack searches approved project context, saved artifacts, and private project files. It cannot search private ChatGPT or Claude history, so older provider work must be found there and pasted once with your approval.
Forward email to your private WipStack address or push selected Slack work. WipStack files a clear project match, creates clearly distinct work, and sends uncertain captures to Review instead of guessing. Email capture returns a receipt with the filed project, next move, due signal, and direct link.
An approved From address is a verified inbox allowed to send work to your one private WipStack address. Free includes 1 total sender, Monthly 3, and Annual 5. Add and verify an email once, approve it here, then forward normally without changing the From field.
MCP lets ChatGPT or Claude call narrowly defined WipStack tools inside the current conversation. A normal AI answer is not saved until the WipStack tool completes.
WipStack Pulse emails your three highest-attention moves, why each matters, and direct project links at the time and time zone you save. The Monday momentum check counts what moved, what is waiting, and what has gone quiet. You can also send a fresh Pulse at any time.
The export downloads your projects, approved context, prompts, reminders, reports, connections, and recorded usage as a structured JSON file.
Logging out ends WipStack access on this device. It does not remove projects, private files, the subscription, or the account.
Why this preserves useful content: the explanations are included in the server-rendered page, linked from the application, and available without signing in. Important status, warnings, and action consequences remain visible inside the product.
Fast capture
Slack and email use the same conservative intake logic: file a clear match, create a clearly distinct project, or wait in Review when confidence is not high enough. Email sends the filing result and next move back to the approved sender immediately.
Connect Slack in Account. On any message, open More actions and choose Push to WipStack. WipStack attempts to retrieve the thread that contains the selected message and keeps a permalink when Slack permits it.
Create the non-editable address shown in Account, then send or forward material from any approved From address.
Keep using the From address that belongs to that inbox. Every approved sender uses the same private WipStack destination, and the capture receipt returns to the inbox that sent the work.
Changing plans preserves saved choices. Any address above the current plan limit is paused until a slot is available again.
In Gmail Settings, turn Keyboard shortcuts on once.
Open the email, press f, type wip, choose the saved contact, and send.
WipStack emails back where it filed the work, the next move, and the due signal.
Gmail applies forwarding filters to new mail that matches their criteria. For one-off messages, use the f shortcut so you still decide exactly what WipStack receives.
Three possible results: a clear existing-project match is linked to that project; a clearly separate outcome creates a new project; an uncertain item remains unfiled in Review. Reaching the included AI limit does not lose the capture. WipStack uses conservative matching and sends ambiguity to Review.
The plan comes back
Each Pulse contains no more than three next moves. Every move includes the project, exact action, visible reason, and a direct link so the email stays useful instead of becoming another status dump.
See the three active projects that deserve attention based on dates, blockers, waiting time, Review work, and recent evidence.
Due Friday, blocked six days, ready for decision, or another plain-language reason appears beside the move.
See how many projects moved in the last seven days, how many are waiting, and how many have gone quiet.
When an active project receives nothing new, WipStack asks whether it is still active, done, or abandoned.
Calendar follow-through
Choose a follow-up date from the project calendar, then use the linked time control to move the 9:00 AM default earlier or later on a 12-hour clock. WipStack schedules a 30-minute invitation in the time zone saved under Account and uses the project’s current next move as the calendar action.
Changing the follow-up date or time updates the same calendar UID, so accepting a revised invitation does not create a second unrelated event.
The invitation carries the project name, next move, current state, intended outcome, definition of done, and a link back to WipStack.
Upcoming calendar follow-ups appear in the daily email alongside the three ranked moves, with the scheduled time and exact action.
The invitation is emailed to your verified account address. WipStack does not read the rest of your Google, Apple, or Microsoft calendar.
One-time setup
MCP is a secure tool connection. It does not give WipStack a copy of your provider account or private chat history.
Developer mode availability depends on your ChatGPT account and workspace policy. If the setting is unavailable, your workspace administrator may need to allow it.
https://wipstack.ai/mcpClaude remote custom connectors are available on Free, Pro, Max, Team, and Enterprise plans. Free accounts can add one custom connector; Team and Enterprise owners add it for their organization first.
https://wipstack.ai/mcpDuring a conversation
The AI chooses a narrowly defined tool, WipStack verifies your identity and project ownership, and an approved write becomes durable project context.
“Open Trail Guide App and help me finish the store setup.”
It retrieves the exact project and starts a visible work-session signal in WipStack.
ChatGPT or Claude can check in with a short status while the private conversation remains at that provider.
The AI asks whether to save the decision and next task. You decide what becomes project memory.
An approved tool write closes the session as saved. If the tool does not write back, Paste result attaches your approved handoff to the same session.
Enable WipStack for that conversation, name the project, and use a direct request. The provider decides when to call tools, so explicit wording is the most dependable.
Use the WipStack tool to open [project name] before we work.Send this to WipStack as an artifact in [project name].Save this decision and the next task to WipStack.A visible ChatGPT or Claude answer is not proof of a save. Wait for confirmation that the WipStack tool completed.
After the one-time paste, WipStack can find that saved work in future projects without crawling the rest of your private history.
Show my three WipStack priorities.Use the WipStack tool to open [project name] before we work.Send this to WipStack as an artifact in [project name].Save this decision and the next task to WipStack.Record this blocker and who I am waiting on.Make this my next move due Friday.What the signal means: WipStack stores the project, provider label, short activity, status, and timestamps. It does not receive the full ChatGPT or Claude transcript. Tool choice remains controlled by the AI client, so the initial context-open signal is guaranteed when WipStack is used; later progress check-ins depend on the client following the returned session protocol.
Two handoff modes
Enable WipStack in the conversation, name the project, and ask the AI to retrieve its context. The AI can read and write approved structured records without copying a large prompt.
Build the prompt inside WipStack, copy it, and paste it into a new AI conversation. If MCP is also enabled, the prompt includes the exact project reference and write-back guidance.
Important: opening a project in WipStack does not automatically tell a separate ChatGPT or Claude tab what you are viewing. Name the project, use its superprompt, or let the connector retrieve it through a tool call.
Control stays with you
If you explicitly approve a task or blocker, WipStack can update that exact field immediately.
Files and existing work
Monthly memberships include 1 GB of private project storage; annual memberships include 4 GB. Both have a 25 MB per-file limit.
Upload PDFs, Word documents, spreadsheets, text, images, and ZIP files to the relevant project. Storage does not automatically send the file to a model.
For a supported document, explicitly choose the AI-assisted context action. WipStack extracts the useful project evidence and keeps the original file attached.
Paste names or upload CSV, TSV, text, or JSON. AI can propose project groupings and flag likely duplicates, but you approve the project records before saving.
Boundaries
Every project operation is limited to the authenticated WipStack owner. Read the Privacy Policy for the complete data description.
Troubleshooting
Open the conversation’s tools or connectors menu and enable WipStack. Connections are often selected per conversation, even after the one-time account setup is complete.
Be explicit: “Use the WipStack tool to open [project name] before answering.” Tool choice remains controlled by the AI client, so a direct instruction is the most dependable test.
Remove the failed connector entry, add https://wipstack.ai/mcp again, and approve WipStack sign-in. Confirm you can sign in to WipStack directly before retrying.
Ask the AI whether the WipStack write tool actually completed. A normal chat response is not a saved record. Then reopen the project or check Review for a pending AI proposal.
The connector can still save the approved structured record. Optional reconciliation may pause until the allowance resets, or you can select a saved personal OpenAI or Anthropic key in Account.
That is the complete WipStack loop. Everything else exists to make the result easier to trust, review, and finish.
Read every common question →