# How to Ask Workspace AI About Your Business in Workspace369 > Ask Workspace AI about your business in Workspace369: it plans your day, answers from your own numbers, and never sends anything without your approval. Canonical: https://workspace369.com/tutorials/workspace-ai/ Last updated: 2026-10-31 To ask Workspace AI about your business in Workspace369, open Chat, under AI AutoPilot. Workspace AI is an assistant that knows your business: ask it anything in your own words, or start from a shortcut like Plan my day. It plans your day: what's on the calendar, what's due, and what to do first. It answers from your own numbers, like what you kept after expenses, with tables you can copy or download. Ask for a follow-up, and it writes one: in the video, it even noticed that Avery opened the proposal three times. Want it shorter? Just ask, and it rewrites it as a text. It drafts for you, but it never sends anything without your approval. It can also do the work for you, like moving a task, when you ask, and with Ask first on, it checks with you before it changes anything. Mention a client, project or invoice with the @ sign, or just talk to it. [Watch on YouTube](https://www.youtube.com/watch?v=5xfxa4DPYHE)1:22Video tutorial 22 of 27 ## Chapters 1. [0:00Intro](https://www.youtube.com/watch?v=5xfxa4DPYHE&t=0s) 2. [0:08Ask anything](https://www.youtube.com/watch?v=5xfxa4DPYHE&t=8s) 3. [0:34Drafts it writes](https://www.youtube.com/watch?v=5xfxa4DPYHE&t=34s) 4. [0:53Let it do the work](https://www.youtube.com/watch?v=5xfxa4DPYHE&t=53s) ## What you'll learn - Where to find Chat, under AI AutoPilot, and how to ask about your business in your own words or start from a shortcut - How it plans your day: what's on the calendar, what's due, and what to do first - How it answers from your own numbers, like what you kept after expenses, with tables you can copy or download - How it writes a follow-up for you and rewrites it as a text when you ask, but never sends anything without your approval - How it can do the work for you when you ask, like moving a task, and how Ask first makes it check with you before it changes anything - How to mention a client, project or invoice with the @ sign, or just talk to it ## Common questions **What is Workspace AI in Workspace369?** Workspace AI is an assistant that knows your business. Open Chat, under AI AutoPilot, and ask it anything about your business in your own words, or start from a shortcut like Plan my day. **What can I ask Workspace AI?** Anything about your business, in your own words. In the video, it plans the day for Apex Auto Spa: what's on the calendar, what's due, and what to do first. It also answers from your own numbers, like what you kept after expenses, with tables you can copy or download. **Can Workspace AI write a follow-up for me?** Yes. Ask for a follow-up, and it writes one. In the video, it drafts a follow-up for Avery's paint correction proposal, and even notices that Avery opened the proposal three times. Want it shorter? Just ask, and it rewrites it as a text. It drafts for you, but it never sends anything without your approval. **Can Workspace AI make changes in my workspace?** Yes, when you ask. It can do the work for you, like moving a task: in the video, it moves the "Send Taylor a payment reminder" task to Waiting. With Ask first on, it checks with you before it changes anything. **How do I mention a client, project or invoice?** Type the @ sign to mention a client, project or invoice in your question. Or skip the typing and just talk to it. ## Full transcript Welcome back. In this video, we'll look at Workspace AI: an assistant that knows your business. Open Chat, under AI AutoPilot. Ask it anything about your business, in your own words, or start from a shortcut. Here, it planned the day: what's on the calendar, what's due, and what to do first. It answers from your own numbers, like what you kept after expenses, with tables you can copy or download. Ask for a follow-up, and it writes one. It even noticed that Avery opened the proposal three times. Want it shorter? Just ask, and it rewrites it as a text. It drafts for you, but it never sends anything without your approval. It can also do the work for you, like moving a task, when you ask. And with Ask first on, it checks with you before it changes anything. Mention a client, project or invoice with the at sign, or just talk to it. And that's Workspace AI. In the next video, we'll invite your team. ## Related features and guides ## More tutorials ## Recent updates [All release notes](https://workspace369.com/changelog/) - [October 31, 2026**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.](https://workspace369.com/changelog/2026-10-31-ai-lead-score/) - [October 29, 2026**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.](https://workspace369.com/changelog/2026-10-29-email-composer-ai-writing-help/) - [September 27, 2026**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.](https://workspace369.com/changelog/2026-09-27-clients-stages-and-calendar-editor/) ## 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. [Request a demo](https://workspace369.com/contact-sales/) 14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.