AI Assistants

Choose the right assistant

Skills Workflow includes focused AI assistants. Each assistant is built for a different kind of task, so it is easier to get the result you want without using overly technical prompts.

Available assistants

Assistant	Best for	Example request
Document Assistant	Creating, updating, finding, duplicating, or moving documents such as jobs and deliverables	Create a job from this client request
Workflow Assistant	Reviewing or changing workflow stages, transitions, and approval paths	Show me the workflow for Deliverables
Writing Assistant	Rewriting, polishing, shortening, or clarifying text	Rewrite this in a more professional tone
Workspace Assistant	Adjusting workspaces, dashboards, panels, filters, and widgets	Add a kanban panel to this workspace

Which one should I use?

• Use the Document Assistant when you want to do something with a real document in the platform.
• Use the Workflow Assistant when you want to change how documents move from one stage to another.
• Use the Writing Assistant when you only need help with text.
• Use the Workspace Assistant when you want to change a workspace or dashboard.

Tips for better results

• Say what you want to achieve in plain language.
• Share names such as the document, project, workflow, or workspace when you know them.
• Add screenshots or files when they help explain the request.
• If you want a change in tone or layout, say what style you want.

Next steps

• Read Document Assistant if you work mainly with jobs, deliverables, and other documents.
• Read Workflow Assistant if you manage workflow setup and approvals.
• Read Writing Assistant if you want help writing or rewriting text.
• Read Workspace Assistant if you want to improve dashboards and workspace layouts.