Projects are where the magic happens in Tinkery. Each one acts as a dedicated workspace where you can combine data sources, set project-specific context, and start asking questions in natural language.
Step-by-step: How to create your first Project
1. Go to the Projects module
Click the 📁 Projects icon (third from the top) in the left-side navigation bar.
2. Click “+ Create Project”
You'll find this button in the top-right corner.
3. Name your Project
Pick something meaningful (e.g. “Q2 Lead Pipeline”).
4. Describe your Project
This is key: your description helps the AI understand what your project is about. Example:
_"This project contains campaign data for Q2 2025. I want to identify conversion patterns, broken links, and optimize budget allocation."_
5. Add a data source
You can choose an existing source or upload a new CSV/Excel file.
6. Choose tables to import
Tinkery will display available tables. Pick the ones that matter for this project.
7. Describe each table
Example:
_"This table includes all invoices. Fields include invoice ID, subtotal, tax, and client company name in EUR."_
8. Let Tinkery process your data
Tinkery makes a project-specific copy, so edits won't affect your original file.
That’s it! Your Project is now live and ready for analysis.
Tips for Managing Projects
🔄 You can update project context or table descriptions anytime.
📚 One data source can be reused in multiple projects.
🔍 Use tags and labels to organize your workspace.
Once your Project is active, head to the Workbench and start asking questions like:
> "How many leads from March converted to SQLs?"
> "Show me a chart of MQLs by source over time."
> "Which accounts have had no activity in the last 30 days?"
➡️ [Continue to: Using the Workbench](https://tinkery.ai/help/workbench-guide)