How to Create Your First Project in Foxit Workspace
This video tutorial shows you how to create your first project in Foxit Workspace — an AI-powered workspace that brings your source files, AI analysis, and finished content together in one place. From a single project, you can add sources, chat with your files, generate documents, build charts and mind maps, and turn it all into a polished, on-brand presentation.
Foxit Workspace projects support teams across every department. Marketing teams can turn campaign data into client-ready recaps and presentations, legal teams can organize guidance and support issues in one connected space, and architecture and AEC teams can turn customer feedback into prioritized, stakeholder-ready recommendations — all without re-explaining context every time they return to the work.
Who This Video Is For
This video is ideal for:
- Marketing teams building campaign recaps and client-facing presentations
- Legal teams organizing guidance, case files, and support issues in one place
- Architecture and AEC teams turning customer feedback into prioritized recommendations
- Anyone who wants their source files, AI analysis, and finished content connected in a single project
Video Timestamps
00:00 — What Is Foxit Workspace?: See how source files, AI analysis, and finished content come together in one project.
00:22 — Create a Project with Context and Sources: Name your project, add background context, and attach PDFs, spreadsheets, and notes as sources.
00:45 — Explore the Project Chat and Skills: Add files, search the web, and load ready-made Skills from one connected chat window.
01:09 — Generate a Recap with Document Co-Authoring: Ask Workspace to read every source and pull key takeaways into a client-facing document.
02:03 — Build a Chart and Mind Map from Your Data: Use Python Analyst and a mind map to visualize performance and connections.
02:30 — Create a Branded Presentation with Slide Creator: Turn your recap, chart, and visuals into an editable, on-brand PowerPoint.
03:17 — Share Your Finished Project: Set access controls and an optional expiration date, then share the link.
Key Takeaways
- Bring source files, AI analysis, and finished content together in a single Workspace project
- Add PDFs, spreadsheets, and notes as Sources so every response stays grounded in your real data
- Generate documents, tables, charts, mind maps, and presentations without leaving the project
- Refine and return to your work anytime without re-explaining context
- Share finished presentations with access controls and an optional expiration date
- Built for marketing, legal, and architecture/AEC teams — and any team juggling multiple source files
Learn more about Foxit Workspace and start your first project today.