Bring your work into Codex in a few clicks

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Summary

This article introduces a three-step process to personalize Codex, connect work projects, plugins, and tools, and generate meeting briefs in about 60 seconds. It covers importing existing projects, setting up plugins, and using the sidebar for ongoing tasks.

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Cached at: 05/08/26, 06:36 AM

TL;DR: Personalize Codex in under a minute, connect your work projects, plugins, and tools, and use it immediately to generate meeting briefs. ## Three Steps to Set Up Codex ### Step 1: Tell Codex What You Do First, explain your specific work to Codex so it can deliver a personalized experience. ### Step 2: Import Existing Projects with One Click You might already have projects in other productivity or coding tools. With a single click, import all that work into Codex. ### Step 3: Set Up Plugins and Grant Permissions Let Codex build documents, spreadsheets, presentations, and use your browser and computer. Also give it access to your calendar, email, Slack, and Google Drive. This way, when you talk to Codex, it can interact seamlessly with all these systems. ## Sidebar: All Projects Ready at Hand Once setup is complete, the new sidebar is clean and organized, with all your previous projects from tools like Claude ready to go. ## Start Your First Workflow Now Next, you can—just like the presenter—have Codex help you prepare for an upcoming meeting. Specifically, ask Codex to search your Google Calendar, Gmail, and Slack, then automatically generate a brief so you’re fully prepared for your upcoming sales call. ## Summary The entire setup—fully connecting context, plus a practical first workflow—all completed in about 60 seconds. Source: https://www.youtube.com/watch?v=flvZ6jEj3VU

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