Workspace AIWorkspace & team

Approve what connected AI apps send, link to any settings page, and try the new Home

Messages that Claude, ChatGPT or another connected AI wants to send wait for your approval, settings pages get their own web links, and a new optional Home is available.

Cut-paper illustration: a paper airplane message waiting at a checkpoint gate beside an approval stamp, in front of a grid of dashboard tiles.

Approve what a connected AI app wants to send

When an AI app connected to Workspace369, such as Claude or ChatGPT, tries to send an invoice, email, text or contract for you, the request waits for your approval. You see what it wants to send and when the request expires, then approve or decline. Past requests stay listed with their outcome. For an app you trust, a per-app setting lets it send without asking.

  • Approve or decline in the app
  • Requests expire if you do not act
  • Send-without-asking is off by default and set per connected app
The Approvals page: two requests waiting for you, an invoice from Claude and a text from ChatGPT, and recent requests marked Done, Declined and Expired.
Where to find it
  1. Settings
  2. Approvals
Open in the app
Plans
Every plan

A new Home you can switch on

The new Home is optional, and the classic Home stays the default. To try it, open Settings → Appearance and choose New next to Home. Switch back to Classic whenever you like.

It adds a strip of overdue, waiting and to-sign figures, an Ask bar for AutoPilot, a needs-attention list and today's plan, plus money, pipeline and timesheet widgets. Drag, resize, add and hide widgets in Customize, on phones too.

  • Overdue, waiting and to-sign figures at the top
  • Customize by dragging, resizing, adding and hiding widgets
  • Owners and admins set the starting Home for each role from Team → Home layouts
  • Only widgets a person has access to appear
The new Home: a greeting, overdue, waiting-on-a-reply and to-sign figures, an Ask bar for AutoPilot with suggested prompts, a Needs your attention list with one-click actions, and today's events and tasks.
Where to find it
  1. Settings
  2. Appearance
  3. Home (Classic or New); role layouts from the Team members screen
Open in the app
Plans
Every plan

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