AI Assistants

One assistant for each kind of task.

Each assistant is built for a different kind of work, so you get the result you want in plain language — no technical prompts required. New here? Start with the AI Overview.

Document Assistant

Create, update, find, duplicate, or move documents such as jobs and deliverables.

"Create a job from this client request"

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Workflow Assistant

Review or change workflow stages, transitions, and approval paths.

"Show me the workflow for Deliverables"

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Writing Assistant

Rewrite, polish, shorten, or clarify any text without leaving the editor.

"Rewrite this in a more professional tone"

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Workspace Assistant

Adjust workspaces and dashboards — panels, filters, and widgets — or build a new one.

"Add a kanban panel to this workspace"

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Workspace Studio

Make code-level changes to a workspace's components, data sources, or configuration.

"Fix the bug in this grid's column setup"

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Tips for better results

• Say what you want to achieve in plain language.
• Share names — the document, project, workflow, or workspace — when you know them.
• Add screenshots or files when they help explain the request.
• If you want a certain tone or layout, say what style you are after.