Clanker CloudA practical Workspace guide
Keep client context close. Give delivery more room.
Clanker Cloud gives agencies, consultants and fractional operators a cloud workspace for client delivery. Keep briefs, approved scope and finished work in a Project. Prepare proposals, research briefs and client updates, then reuse the best parts of your process through custom Agents. Work in Clanker or connect a supported assistant.
Start with $20 in included credits. See usage and plans.
Give each engagement a place to live
Start a Project with the client brief, approved scope, current notes and useful examples. Keep the working report, presentation or workbook alongside those sources.
Ask the Agent to explain outstanding questions in a short review note. The next Session can start from the saved result and the latest client facts.
Follow the work from proposal to progress update
Prepare an editable proposal from your service information. Turn approved scope into a kickoff brief. Use delivery notes to prepare a client update and a clear next step.
| Delivery moment | Useful result |
|---|---|
| Proposal | A draft scope, deliverables, assumptions and questions for review. |
| Kickoff | A concise brief with current decisions, owners and required inputs. |
| Research | A source-based comparison or recommendation brief. |
| Weekly update | Progress, blockers and next actions in your client format. |
| Handoff | The reviewed file version and context the next owner needs. |
Build Agents around your delivery standards
Create a proposal Agent, client-report Agent or research Agent with your preferred structure, examples and selected Tools. Reuse the method while choosing the current engagement’s Project and files.
Give your specialists a clear role and review their output before sharing a copy with a teammate. A saved Agent is ready to reuse; recurring execution has its own setup.
Sources: Build your Agent crew
Bring the assistant you already use
Supported ChatGPT, Claude and Gemini routes can work with permitted Workspace context and leave saved deliverables. You can also use Agents directly in Workspace.
Keep your client’s permitted sources and final sharing choices explicit. ZDR, data residency and encryption are coming soon.
Sources: A cloud workspace for your assistant · Workspace trust center
Start with your next client deliverable
Explore the service-proposal starter or the client-report template. Use the fictional files to get familiar with the workflow, then choose an appropriate client task.
Sources: Service proposal starter · Client report starter · Delivery handoff guide
Common questions.
Can an agency keep work organized by client?
Use a Project for each engagement’s current sources and outputs, then select the correct context for each task. Apply the account’s access and sharing controls for the people involved.
Can consultants reuse an Agent across clients?
Reuse stable instructions, service methods and examples while selecting the current client’s permitted sources. Keep confidential client facts out of general reusable Agent knowledge.
Sources: Explore Workspace · A cloud workspace for your assistant · Workspace trust center · Current plans and usage rates
Content reviewed against the Workspace Guide & FAQ. Features and access can depend on your account.