# Workspace AI updates

> Workspace369 Workspace AI release notes, newest first: what changed, where to find it in the app and which plans include it.

Canonical: https://workspace369.com/changelog/area/ai/
Last updated: 2026-11-08

Workspace369 shipped 21 Workspace AI updates; the latest, on November 8, 2026, is [Copy a Claude Code command from AI connections](https://workspace369.com/changelog/2026-11-08-copy-claude-code-command/).

[All release notes](https://workspace369.com/changelog/)[Subscribe to the feed](https://workspace369.com/changelog/feed.xml)

1. November 8, 2026 Workspace AI [Copy a Claude Code command from AI connections](https://workspace369.com/changelog/2026-11-08-copy-claude-code-command/) Settings → AI connections now has a Copy Claude Code command button. Paste it into a terminal to add your workspace's CRM tools to Claude Code, then sign in with /mcp. Add Workspace369 to Claude Code with one copied command[Read the release notes](https://workspace369.com/changelog/2026-11-08-copy-claude-code-command/)
2. November 7, 2026 Workspace AI [Add your CRM tools to Cursor or VS Code in one click](https://workspace369.com/changelog/2026-11-07-add-to-cursor-and-vs-code/) Settings → AI connections now has Add to Cursor and Add to VS Code buttons. Each adds your workspace's CRM tools to the editor in one click, with no config file to edit. Add Workspace369 to Cursor or VS Code in one click[Read the release notes](https://workspace369.com/changelog/2026-11-07-add-to-cursor-and-vs-code/)
3. November 2, 2026 Workspace AIClients & CRM [New workspaces get a Set up my pipeline starter in AI chat](https://workspace369.com/changelog/2026-11-02-set-up-my-pipeline-starter/) In a new workspace, AutoPilot chat offers Set up my pipeline in place of Review my workspace. Its request asks the AI to change nothing until you say yes. Set up my pipeline, a starter for new workspaces[Read the release notes](https://workspace369.com/changelog/2026-11-02-set-up-my-pipeline-starter/)
4. November 1, 2026 Clients & CRMWorkspace AIInbox & callsProposals & contracts [Add emails to your CRM with AI, and import proposals and client lists](https://workspace369.com/changelog/2026-11-01-add-emails-to-your-crm-and-import-proposals/) AI turns an email from someone new into a client, a note and a follow-up you review first. Rebuild an old proposal from a PDF, or import clients from a screenshot. Add an email's sender to your CRM with AIImport a proposal from a PDF or photoImport clients from a screenshot[Read the release notes](https://workspace369.com/changelog/2026-11-01-add-emails-to-your-crm-and-import-proposals/)
5. November 1, 2026 Projects, tasks & timeWorkspace AI [Import projects, and any tasks, from Dubsado, HoneyBook and more](https://workspace369.com/changelog/2026-11-01-import-projects-with-their-tasks/) AI Import now brings in projects as a sixth data type: each project arrives with its client, dates and budget, plus any tasks in the file, after you review it. Import projects with their tasks[Read the release notes](https://workspace369.com/changelog/2026-11-01-import-projects-with-their-tasks/)
6. October 31, 2026 Clients & CRMWorkspace AIProjects, tasks & time [Turn a client note into follow-ups and tasks](https://workspace369.com/changelog/2026-10-31-turn-notes-into-follow-ups/) Workspace369 can read a client note, or text you paste in, and suggest follow-ups and tasks. You tick, edit and date them, then add them in one step. Turn a client note into follow-ups and tasks[Read the release notes](https://workspace369.com/changelog/2026-10-31-turn-notes-into-follow-ups/)
7. October 31, 2026 Clients & CRMWorkspace AIInbox & calls [Set up your CRM with AI, and read through your email faster](https://workspace369.com/changelog/2026-10-31-crm-setup-with-ai-and-faster-email-reading/) Describe your business and AI suggests pipeline stages, client fields and lead sources you edit before saving. Emails now steps from one email to the next. Set up your whole CRM with AIRead through your email faster[Read the release notes](https://workspace369.com/changelog/2026-10-31-crm-setup-with-ai-and-faster-email-reading/)
8. October 31, 2026 Clients & CRMWorkspace AI [AI lead scoring labels new requests hot, warm or cold](https://workspace369.com/changelog/2026-10-31-ai-lead-score/) Workspace369 can now label new requests hot, warm or cold with a short reason, so you reply to the best leads first. Signing in on the web is faster too. AI lead scoring on new requestsFaster sign-in on the web[Read the release notes](https://workspace369.com/changelog/2026-10-31-ai-lead-score/)
9. October 31, 2026 Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time [October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/) Flash Pay, retainers and more ways for clients to pay; a new proposal builder with packages; deeper online booking; and CRM tools with AI lead scoring and setup. Get paid more ways: Flash Pay, payment methods, tips, retainers and autopayNo-show fees and tips for online bookingsA new proposal builder, pick-one packages and Write with AIPick a cover for your proposalGoogle events, Meet on every plan, no-show status and services on eventsDeeper online booking: approval by day, team members, limits, one-time links and a clearer setupSet up your CRM with AI and turn client notes into follow-upsAI lead scoring labels new requests hot, warm or coldAutoPilot chat, approvals for connected AI apps and the ChatGPT pluginClient emails in your brand, a calmer Emails inbox and AI writing helpReusable text messages with a default for each message typeWorkflows with decisions, drafts and project triggers, and webhooks on every planMessages on the client portal, and an easier way to style itAppointments on the client portalHide the Powered by Workspace369 creditA new Home, guided setup, linkable settings and clearer plan prompts[Read the release notes](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/)
10. October 30, 2026 Workspace AI [Workspace369 is now an approved plugin in ChatGPT](https://workspace369.com/changelog/2026-10-30-workspace369-plugin-for-chatgpt/) OpenAI approved and published the Workspace369 plugin for ChatGPT. Connect it to ask about clients, draft invoices and proposals, and plan your week from ChatGPT. Find Workspace369 in ChatGPT and connect it[Read the release notes](https://workspace369.com/changelog/2026-10-30-workspace369-plugin-for-chatgpt/)
11. October 29, 2026 Inbox & callsWorkspace AI [AI writing help in the email composer and your own default sender](https://workspace369.com/changelog/2026-10-29-email-composer-ai-writing-help/) Draft, improve, shorten or change the tone of an email with AI, undo any change, choose the inbox your new emails start from, and write in a bigger composer with full screen. AI writing help: draft, edit and change the tone, with UndoYour own default sender inboxA bigger composer with full screen[Read the release notes](https://workspace369.com/changelog/2026-10-29-email-composer-ai-writing-help/)
12. October 26, 2026 Proposals & contractsWorkspace AICalendar & booking [Pick-one proposal packages, Write with AI for proposals and services on calendar events](https://workspace369.com/changelog/2026-10-26-proposal-packages-and-write-with-ai/) Offer good, better and best packages your client picks from, draft a proposal with AI, put proposal totals in contracts and show services on calendar events. Pick-one packages: let your client choose good, better or bestWrite with AI: draft a proposal's introduction, scope and line itemsPut the proposal total and deposit in a contractServices and products on calendar events[Read the release notes](https://workspace369.com/changelog/2026-10-26-proposal-packages-and-write-with-ai/)
13. October 24, 2026 Workspace & teamCalendar & bookingProposals & contractsWorkspace AI [Setup now builds your booking page and starts your first proposal from your services](https://workspace369.com/changelog/2026-10-24-setup-booking-page-and-starter-proposal/) Guided setup now makes a live booking page in one step and starts your first proposal from your services, and new AI access tokens show exactly where to paste them. Make your booking page during setupStart your first proposal from your servicesNew access tokens show where to use them[Read the release notes](https://workspace369.com/changelog/2026-10-24-setup-booking-page-and-starter-proposal/)
14. October 16, 2026 Workspace AIWorkspace & team [Approve what connected AI apps send, link to any settings page, and try the new Home](https://workspace369.com/changelog/2026-10-16-ai-approvals-linkable-settings-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 Home arrives, now the only Home. Approve what a connected AI app wants to sendEvery settings page has its own web addressA new Home you can switch on[Read the release notes](https://workspace369.com/changelog/2026-10-16-ai-approvals-linkable-settings-new-home/)
15. October 7, 2026 Workspace AI [AutoPilot chat is redesigned, with private chats, tables and one-tap next steps](https://workspace369.com/changelog/2026-10-07-autopilot-chat-redesign/) Chat with AutoPilot in a cleaner layout with private, renamable, pinnable chats and real tables, then run its suggested next steps with one tap. A redesigned AutoPilot chat with private chats and tablesSuggested next steps under AutoPilot's answers[Read the release notes](https://workspace369.com/changelog/2026-10-07-autopilot-chat-redesign/)
16. October 4, 2026 Proposals & contractsWorkspace AI [A new proposal builder with cover pictures, and your AI assistant can design proposals](https://workspace369.com/changelog/2026-10-04-proposal-builder/) Build proposals with a cleaner editor, an easier block picker and 18 cover designs, or ask a connected AI assistant to style and write one for you. A cleaner proposal editor with an easier block pickerPick a cover for your proposalDesign proposals with your AI assistant[Read the release notes](https://workspace369.com/changelog/2026-10-04-proposal-builder/)
17. September 30, 2026 Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team [September 2026: e-signature contracts, AutoPilot Today, client stages and branded portals](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/) Send contracts for e-signature, run your day from AI AutoPilot Today, track clients through stages, brand client portals, and rebuilt workflows, tasks and Settings. Contracts you send for e-signatureChange orders for accepted proposals and paid invoicesDesign the invoice page your clients openClient stages, follow-ups and a Requests form builderAI AutoPilot Today, Client Health and watches on money, projects and tasksA morning briefing and message sortingCreate calendar events by dragging, with Google Meet and guest invitesTasks, time tracking and files rebuiltWorkflows rebuilt with a table, templates, test runs and AI draftingClient portals in your brand, and a private portal for each clientInvite teammates and add seats in one placeSettings in groups with search, and text size per device[Read the release notes](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/)
18. September 27, 2026 Clients & CRMCalendar & bookingWorkspace AI [Clients get stages and follow-ups, and the calendar gets a faster editor with Google Meet](https://workspace369.com/changelog/2026-09-27-clients-stages-and-calendar-editor/) Track clients through stages with a follow-up queue and AI-drafted messages, and create calendar events by dragging, with Google Meet links and guest invites. Stages, Leads and a follow-up queueQuick view with AI-drafted follow-upsCreate events by dragging, edit them in a full editorGoogle Meet links, guest invites and text reminders[Read the release notes](https://workspace369.com/changelog/2026-09-27-clients-stages-and-calendar-editor/)
19. September 23, 2026 Workspace AIClients & CRM [AI AutoPilot: a daily Today feed, Client Health and watches on money, projects and tasks](https://workspace369.com/changelog/2026-09-23-ai-autopilot-today/) AI AutoPilot ranks what needs you today, flags clients, invoices and projects that need attention, and drafts reminders for you to review. It only suggests. A Today feed that ranks what to do nextA morning briefing and message sortingClient Health and check-in suggestionsMoney Watch, Project Watch and Task Assist[Read the release notes](https://workspace369.com/changelog/2026-09-23-ai-autopilot-today/)
20. August 31, 2026 Workspace AIProjects, tasks & timeInbox & callsWorkflowsClients & CRM [August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt view](https://workspace369.com/changelog/2026-08-31-august-2026-roundup/) 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 workspaceAI AutoPilot chat shows what it will change before it changes itA Gantt timeline for your boardsYour own task orderBetter email in the inbox: several recipients, quoted replies and forwardsWorkflows that stop when the job is doneGive team members access to specific projectsRicher client profiles, and an archive instead of delete[Read the release notes](https://workspace369.com/changelog/2026-08-31-august-2026-roundup/)
21. April 30, 2026 Proposals & contractsClients & CRMBilling & paymentsInbox & callsWorkspace AIProjects, tasks & time [March and April 2026: a new proposal builder, intake forms and project profitability](https://workspace369.com/changelog/2026-04-30-march-april-2026-roundup/) A visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base. Build several intake forms, each with its own design and follow-upA visual proposal builder with themes, deposits and trackingSee what each project earns and who owes you, by how late they areTexts, calls and voicemail next to your email, with transfer and analyticsTeach Workspace AI about your business with a knowledge baseA rebuilt products and services catalogFaster task boards: filter chips, search and kanban zoom[Read the release notes](https://workspace369.com/changelog/2026-04-30-march-april-2026-roundup/)

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