> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getkato.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Recipes

> Practical workflows for clients, projects, meetings, and the next handoff.

export const LessonList = ({lessons, Image, label = "Learning path"}) => <ol className="kato-lessons" aria-label={label}>
    {lessons.map((lesson, index) => <li className="kato-lesson" key={lesson.href}>
        <a className="kato-lesson-link" href={lesson.href}>
          <span className="kato-lesson-number" aria-hidden="true">{index + 1}</span>
          <div className="kato-lesson-copy">
            <h2>{lesson.title}</h2>
            <p>{lesson.description}</p>
            <span className="kato-lesson-cta">Read guide <span aria-hidden="true">→</span></span>
          </div>
          <Image kind={lesson.kind} src={lesson.src} alt={lesson.alt || ""} thumbnail />
        </a>
      </li>)}
  </ol>;

export const DocImage = ({src, alt, caption, kind = "workspace", thumbnail = false, natural = false}) => {
  const paths = {
    objects: "m12 3 9 4.5v9L12 21l-9-4.5v-9L12 3Z M3 7.5l9 4.5 9-4.5 M12 12v9",
    attributes: "M4 5h16 M4 12h16 M4 19h16 M8 3v4 M16 10v4 M10 17v4",
    records: "M5 3h14v18H5z M8 7h8 M8 11h8 M8 15h5",
    relationships: "M8 8H4v8h4 M16 8h4v8h-4 M8 12h8 M10 10l-2 2 2 2 M14 10l2 2-2 2",
    views: "M3 4h18v16H3z M3 9h18 M9 9v11 M15 9v11",
    importing: "M12 3v12 M8 11l4 4 4-4 M4 16v5h16v-5",
    workspace: "M4 4h16v16H4z M4 9h16 M9 9v11",
    navigation: "m5 5 14 5-6 3-3 6-5-14Z",
    team: "M16 21v-2a4 4 0 0 0-4-4H6a4 4 0 0 0-4 4v2 M16 4a4 4 0 0 1 0 8 M22 21v-2a4 4 0 0 0-3-3.87 M13 7a4 4 0 1 1-8 0 4 4 0 0 1 8 0Z",
    tasks: "M9 6h11 M9 12h11 M9 18h11 M3 6l1 1 2-2 M3 12l1 1 2-2 M3 18l1 1 2-2",
    meetings: "M4 5h16v15H4z M4 10h16 M8 3v4 M16 3v4 M8 14h3 M8 17h6",
    ai: "m12 3 2.5 6.5L21 12l-6.5 2.5L12 21l-2.5-6.5L3 12l6.5-2.5L12 3Z",
    automation: "M9 3h6v6H9z M3 16h6v5H3z M15 16h6v5h-6z M12 9v4 M6 16v-3h12v3"
  };
  return <figure className={["kato-visual", thumbnail ? "kato-visual--thumbnail" : ""].filter(Boolean).join(" ")}>
    {src ? <div className={["kato-visual-frame", natural ? "kato-visual-frame--natural" : ""].filter(Boolean).join(" ")}>
        {thumbnail ? <img src={src} alt={alt || ""} loading="lazy" decoding="async" /> : <a className="kato-visual-fullsize" href={src} target="_blank" rel="noreferrer" aria-label={`Open full-size image: ${alt || caption || "Kato guide"}`}>
            <img src={src} alt={alt || ""} loading="lazy" decoding="async" />
          </a>}
      </div> : <div className="kato-visual-frame kato-placeholder" role={thumbnail ? undefined : "img"} aria-label={thumbnail ? undefined : `Image placeholder: ${alt || caption || "Kato workspace"}`} aria-hidden={thumbnail ? "true" : undefined}>
        <span className="kato-orbit kato-orbit--outer" />
        <span className="kato-orbit kato-orbit--inner" />
        <span className="kato-visual-icon"><svg viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.4" strokeLinecap="round" strokeLinejoin="round" aria-hidden="true"><path d={paths[kind] || paths.workspace} /></svg></span>
        {!thumbnail && <span className="kato-placeholder-label">Image placeholder</span>}
      </div>}
    {caption && !thumbnail && <figcaption>{caption}{src && <span className="kato-visual-hint">Select the image to view it full size.</span>}</figcaption>}
  </figure>;
};

Start with a concrete outcome, follow the steps, and check the result in your
workspace. Choose the workflow you need; these recipes can be followed independently.
Each one includes examples and a final check.

<LessonList
  Image={DocImage}
  label="Workspace recipes"
  lessons={[
{ title: "Plan a project from a brief", description: "Turn the brief into linked tasks with clear outcomes and a review order.", href: "/recipes/project-from-brief", kind: "tasks", src: "/images/recipes/project-from-brief.webp", alt: "An isometric brief document branching into three task cards." },
{ title: "Onboard a new client", description: "Connect the client's details, first project, and kickoff actions.", href: "/recipes/onboard-client", kind: "relationships", src: "/images/recipes/onboard-client.webp", alt: "A client card connected to a project folder and kickoff checklist." },
{ title: "Prepare for a client meeting", description: "Build an agenda around the decisions your project needs.", href: "/recipes/prepare-client-meeting", kind: "meetings", src: "/images/recipes/prepare-client-meeting.webp", alt: "An isometric calendar connected to project context and an agenda." },
{ title: "Write a weekly project update", description: "Turn activity and task status into a concise, checked update.", href: "/recipes/weekly-project-update", kind: "ai", src: "/images/recipes/weekly-project-update.webp", alt: "Project activity cards flowing into a single summary document." },
{ title: "Build a project pipeline", description: "See delivery stages and active commitments in two views of your projects.", href: "/recipes/project-pipeline", kind: "views", src: "/images/recipes/project-pipeline.webp", alt: "An isometric project board with a card moving between stages." },
{ title: "Hand work off to a teammate", description: "Give the next person a clear outcome, source context, and next step.", href: "/recipes/handoff-work", kind: "team", src: "/images/recipes/handoff-work.webp", alt: "A task with notes and a linked record passing between two teammate profiles." }
]}
/>

## More recipes

<CardGroup cols={2}>
  <Card title="Turn a meeting into a plan" icon="list-check" href="/recipes/meeting-follow-ups">
    Capture decisions, assign the next steps, and keep follow-up work attached to the meeting.
  </Card>

  <Card title="Sync client records" icon="arrows-rotate" href="/recipes/sync-client-records">
    Discover your schema and use stable record IDs to bring client data into Kato.
  </Card>
</CardGroup>


## Related topics

- [Sync client records](/recipes/sync-client-records.md)
- [Prepare for a client meeting](/recipes/prepare-client-meeting.md)
- [Onboard a new client](/recipes/onboard-client.md)
- [Turn a meeting into a plan](/recipes/meeting-follow-ups.md)
- [Plan a project from a brief](/recipes/project-from-brief.md)
