What are Workspaces?
A Workspace is where you keep everything about a client, brand or market: the client context, briefs, guidelines, background files and meeting transcripts. Link your Projects to a Workspace, and every task in those projects can use that shared context.
A workspace also works for you. Every week it researches the client's world and proposes work you could take to them.
Creating a Workspace
Click Workspaces in the left sidebar.
Click New workspace.
Give it a workspace name.
Describe the client in the workspace description: who they are, what you do for them, and any rules the work must follow.
Upload files.
Press Save.
The Workspace page
The tabs along the top: Overview, Projects, Files and, for selected organizations, Meetings.
The Intelligence panel on the left researches the client under Market, Trends and Competitors. Run now refreshes it straight away.
Brief proposals on the Overview tab suggest work you could pitch. Explore one to turn it into a project.
The tabs in detail:
Overview - Brief proposals, New signals (the latest findings), your linked Projects and recent Activity. See Workspace Intelligence and Brief Proposals.
Projects - the linked projects you're a member of. Click Link project to link an existing one, or Add project to create a new one in this workspace.
Files - upload, open and remove files shared across all linked projects.
Meetings - send a recorder to a call and save the transcript here. Available to selected organizations. See Recording meetings.
Files and AI context
Files on the Files tab, and meeting transcripts, are automatically included as context in every linked project. Upload shared documents such as brand guidelines and client briefs once, at the workspace level, instead of in every project.
Tips
Keep the workspace description focused on what every project needs to know. Put campaign detail in the project instead.
There's no language setting for a workspace yet. If the client's work should be in another language, say so in the workspace description, for example "Write all client-facing copy in Swedish."
Teammates join a workspace's projects from Projects, on the Discover tab. The workspace's Projects tab only shows projects you've already joined.
FAQ
Can I create agents or workflows for just one workspace?
Not yet. Agents and workflows are available across your organization.
Can I archive or delete a workspace?
Not yet. Contact support if you need one removed.