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How to Ask Workspace AI About Your Business in Workspace369
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.
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
FAQ
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.
More tutorials
Recent updates
All release notes- Clients get stages and follow-ups, and the calendar gets a faster editor with Google MeetTrack 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.
- AI AutoPilot: a daily Today feed, Client Health and watches on money, projects and tasksAI AutoPilot ranks what needs you today, flags clients, invoices and projects that need attention, and drafts reminders for you to review. It only suggests.
- August 2026: connect Claude and ChatGPT, review AI changes first, and a Gantt viewConnect 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.
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