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Workforce AI Docs

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Start with one AI employee, one connected account, and one job you already understand.

1. Create your employee

Section titled “1. Create your employee”

Open the Workforce AI dashboard, choose Employees, and create an employee. Give it a name, a role, and instructions that describe the work you want it to handle.

2. Connect one business tool

Section titled “2. Connect one business tool”

Open Integrations and connect the account that contains the first job. Gmail or Outlook is a natural place to begin if the work starts with email. You can also begin with a calendar, CRM, project tool, or document system.

3. Give it one real job

Section titled “3. Give it one real job”

Choose work you already know well. Tell the employee what result you want, where the information lives, and who the result is for.

Every weekday at 4:30 p.m., check my open customer follow-ups in Pipedrive. Send me a short list grouped by deal owner, with the next action and due date.

4. Review the first results

Section titled “4. Review the first results”

Tell the employee exactly what to change. Once the result is right, keep using the job or place it on a schedule.

5. Review actions under Tasks

Section titled “5. Review actions under Tasks”

Connected actions that need your decision appear under Tasks in Pending Approvals. Open the proposal, read what will change, and choose Approve or Deny.

Keep going

Section titled “Keep going”