Workspace AIProjects, tasks & timeInbox & callsWorkflowsClients & CRM
August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt view
Connect Claude, ChatGPT or any MCP client with approvals on every send, let AI AutoPilot confirm before it changes anything, and plan work on a Gantt timeline.
Connect Claude, ChatGPT or any AI app to your workspace
Workspace369 has an MCP server, so Claude, ChatGPT or any client that supports MCP over OAuth can work inside your workspace. It can look up clients, draft proposals and invoices, log time, check your calendar and read your messages, and it can update records in clients, projects, tasks, expenses and workflows too.
You stay in control. A workspace admin turns MCP on and chooses what each connection may do, and anything that sends, like an email or an invoice, waits for your approval in the app. MCP is included on every plan, and each call counts toward your plan's AI usage.
- Works with Claude, ChatGPT and other MCP clients
- Sends wait for your approval in the app
- Create personal access tokens for clients that need one
- Included on every plan once an admin turns it on
- Where to find it
- Settings
- AI connections
- Plans
- Every plan
AI AutoPilot chat shows what it will change before it changes it
AI AutoPilot chat answers questions about your workspace and can make changes for you, like creating or updating tasks, clients and addresses. Before anything changes it shows a card you can review and edit, and afterwards it tells you which record it touched. When it proposes many changes at once, you get one reviewable list with a row per item.
Workspace AI is built into every workspace with nothing to set up: compose and rewrite messages, translate, and summarize. On Commander and Enterprise, AI can also draft a whole workflow for you to review before it runs. A workspace admin can turn on Auto-approve actions, which creates, updates and deletes records without asking. Sends to clients always ask first. AI use counts toward your plan's AI usage.
- Review and edit the change before it applies
- Compose, rewrite, translate and summarize
- AI-drafted workflows on Commander and Enterprise
- Where to find it
- Sidebar
- AI AutoPilot
- Chat
- Plans
- Every plan
A Gantt timeline and your own task order
Switch a board to Gantt view to see tasks on a timeline with dependencies, baselines, a critical path and a workload heat map based on each member's capacity. It helps you spot a crunch before it lands.
You can also drag tasks within a column to put them in your own order, and on a phone drag them across statuses.
- Dependencies, baselines and critical path
- Workload heat map from each member's capacity
- Drag to reorder, with the order saved for everyone
- Where to find it
- Tasks
- view switcher
- Gantt
- Plans
- Every plan
- Learn more
- Agency project managementTasks tutorial
Better email in the inbox: several recipients, quoted replies and forwards
Send an email to several recipients at once. Replies now quote the original message, forwards keep their attachments, and drafts behave the way you expect.
You can search mail more deeply, mark a conversation unread, and report spam to teach the inbox to treat a sender, or a whole domain, as junk.
- Where to find it
- Inbox in the sidebar
- Plans
- Every plan
- Learn more
- Inbox and communicationsInbox tutorial
Workflows that stop when the job is done
A workflow can stop itself when a goal is met. Pick a one-tap goal or write the condition as a plain sentence, so a reminder sequence ends once the invoice is paid.
The Payment overdue reminder schedule is set right in the workflow builder, so you choose the days reminders go out.
- Where to find it
- Workflows in the sidebar
- open a workflow
- Plans
- Every plan
Give team members access to specific projects
Give a team member access to particular projects and task boards instead of everything. They see the projects they belong to and nothing else, which suits contractors and part-time helpers.
- Where to find it
- Projects
- open a project
- Team
- Plans
- Every plan
Richer client profiles, and an archive instead of delete
Add or crop a client's photo and see every address and contact person on the client screen. Choose a primary email and phone, get a warning about possible duplicates, and let contact persons opt in to messages.
Deleting a client now archives it first. An Archived view lets you restore it or delete it for good, and you get a warning if you invoice, text or email an archived client.
- Where to find it
- Clients
- open a client; Clients
- Archived
- Plans
- Every plan
- Learn more
- Client managementClients and CRM docs
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
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