Workspace AI updates

Workspace369 shipped 21 Workspace AI updates; the latest, on November 8, 2026, is Copy a Claude Code command from AI connections.

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November 8, 2026
Workspace AI
Copy a Claude Code command from AI connections
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
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November 7, 2026
Workspace AI
Add your CRM tools to Cursor or VS Code in one click
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
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November 2, 2026
Workspace AIClients & CRM
New workspaces get a Set up my pipeline starter in AI chat
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
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November 1, 2026
Clients & CRMWorkspace AIInbox & callsProposals & contracts
Add emails to your CRM with AI, and import proposals and client lists
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 AI
- Import a proposal from a PDF or photo
- Import clients from a screenshot
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November 1, 2026
Projects, tasks & timeWorkspace AI
Import projects, and any tasks, from Dubsado, HoneyBook and more
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
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October 31, 2026
Clients & CRMWorkspace AIProjects, tasks & time
Turn a client note into follow-ups and tasks
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
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October 31, 2026
Clients & CRMWorkspace AIInbox & calls
Set up your CRM with AI, and read through your email faster
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 AI
- Read through your email faster
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October 31, 2026
Clients & CRMWorkspace AI
AI lead scoring labels new requests hot, warm or cold
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 requests
- Faster sign-in on the web
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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
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 autopay
- No-show fees and tips for online bookings
- A new proposal builder, pick-one packages and Write with AI
- Pick a cover for your proposal
- Google events, Meet on every plan, no-show status and services on events
- Deeper online booking: approval by day, team members, limits, one-time links and a clearer setup
- Set up your CRM with AI and turn client notes into follow-ups
- AI lead scoring labels new requests hot, warm or cold
- AutoPilot chat, approvals for connected AI apps and the ChatGPT plugin
- Client emails in your brand, a calmer Emails inbox and AI writing help
- Reusable text messages with a default for each message type
- Workflows with decisions, drafts and project triggers, and webhooks on every plan
- Messages on the client portal, and an easier way to style it
- Appointments on the client portal
- Hide the Powered by Workspace369 credit
- A new Home, guided setup, linkable settings and clearer plan prompts
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October 30, 2026
Workspace AI
Workspace369 is now an approved plugin in 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
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October 29, 2026
Inbox & callsWorkspace AI
AI writing help in the email composer and your own default sender
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 Undo
- Your own default sender inbox
- A bigger composer with full screen
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October 26, 2026
Proposals & contractsWorkspace AICalendar & booking
Pick-one proposal packages, Write with AI for proposals and services on calendar events
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 best
- Write with AI: draft a proposal's introduction, scope and line items
- Put the proposal total and deposit in a contract
- Services and products on calendar events
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October 24, 2026
Workspace & teamCalendar & bookingProposals & contractsWorkspace AI
Setup now builds your booking page and starts your first proposal from your services
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 setup
- Start your first proposal from your services
- New access tokens show where to use them
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October 16, 2026
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 Home arrives, now the only Home.
- Approve what a connected AI app wants to send
- Every settings page has its own web address
- A new Home you can switch on
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October 7, 2026
Workspace AI
AutoPilot chat is redesigned, with private chats, tables and one-tap next steps
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 tables
- Suggested next steps under AutoPilot's answers
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October 4, 2026
Proposals & contractsWorkspace AI
A new proposal builder with cover pictures, and your AI assistant can design proposals
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 picker
- Pick a cover for your proposal
- Design proposals with your AI assistant
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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
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-signature
- Change orders for accepted proposals and paid invoices
- Design the invoice page your clients open
- Client stages, follow-ups and a Requests form builder
- AI AutoPilot Today, Client Health and watches on money, projects and tasks
- A morning briefing and message sorting
- Create calendar events by dragging, with Google Meet and guest invites
- Tasks, time tracking and files rebuilt
- Workflows rebuilt with a table, templates, test runs and AI drafting
- Client portals in your brand, and a private portal for each client
- Invite teammates and add seats in one place
- Settings in groups with search, and text size per device
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September 27, 2026
Clients & CRMCalendar & bookingWorkspace AI
Clients get stages and follow-ups, and the calendar gets a faster editor with Google Meet
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 queue
- Quick view with AI-drafted follow-ups
- Create events by dragging, edit them in a full editor
- Google Meet links, guest invites and text reminders
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September 23, 2026
Workspace AIClients & CRM
AI AutoPilot: a daily Today feed, Client Health and watches on money, projects and tasks
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 next
- A morning briefing and message sorting
- Client Health and check-in suggestions
- Money Watch, Project Watch and Task Assist
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August 31, 2026
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
- AI AutoPilot chat shows what it will change before it changes it
- A Gantt timeline for your boards
- Your own task order
- Better email in the inbox: several recipients, quoted replies and forwards
- Workflows that stop when the job is done
- Give team members access to specific projects
- Richer client profiles, and an archive instead of delete
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April 30, 2026
Proposals & contractsClients & CRMBilling & paymentsInbox & callsWorkspace AIProjects, tasks & time
March and April 2026: a new proposal builder, intake forms and project profitability
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-up
- A visual proposal builder with themes, deposits and tracking
- See what each project earns and who owes you, by how late they are
- Texts, calls and voicemail next to your email, with transfer and analytics
- Teach Workspace AI about your business with a knowledge base
- A rebuilt products and services catalog
- Faster task boards: filter chips, search and kanban zoom
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