Your small business. With an AI team behind it.

A starting point for your kind of business

An agency can turn client context into proposals and updates. A service-business owner can prepare a quote, operating review or SOP. Choose one useful output and keep the sources with it.

Sources: Agencies and consultants · Service businesses · Explore the workflow examples · Choose by the work you need done

Give the everyday work somewhere to get done

Running a small business means switching between customers, sales, delivery, and the next operational question. Workspace brings the sources, conversation, and finished work together so the next task starts with useful context.

Sources: AI for client work · AI for small-business marketing · AI for small-business operations

Keep the context with the work

Create a Project for a client, campaign, or business process. Add the relevant files and a few instructions about your audience, terminology, and preferred format. Ask for a report, workbook, presentation, or App you can open and use.

The next conversation can build on the sources and saved work in that Project. Add the latest files, ask for a revision, and keep the approved version ready for the next person who needs it.

Create specialists for the jobs you repeat

Make a proposal Agent that follows your service structure, a reporting Agent that uses your preferred update format, or a marketing Agent that works from your brand examples. Give each a clear role, useful knowledge, Skills, and the Tools it needs.

Try the Agent on a task you know, shape the result, and reuse the method for the next job. Keep each client’s current facts in its Project while the Agent carries the reusable way of working.

Sources: Create your own AI Agents

Finish with something your business can use

Move from a conversation to a saved Word document, spreadsheet, slide deck, HTML page, or private App. Open the result in Workspace, ask for a change, and download or share the version you choose.

For handoffs, keep the task and deliverable together in Planner. For internal tools, start with a private App preview and try it with your own example inputs before sharing access.

Sources: Documents, spreadsheets, and presentations · Build an App from a spreadsheet · Tasks and deliverables

Bring the assistant you already work with

Connect a supported AI assistant to Workspace and give it a place to use your Project files, create deliverables, and leave the work ready for another task. You can also work directly with a Clanker Agent in your browser.

Choose the connection and access that fit the job. The connection guide explains each supported client and how to get started.

Sources: A cloud environment for your assistant · Choose your assistant connection

Build a routine around the useful work

When a report, research check, or operating brief becomes a regular job, configure a Schedule or Loop around it. Define its sources, timing, and notification preference, then review the saved results in Workspace.

Eligible accounts can also give an Agent or Project a Clanker email address, so allowed senders can start a task by email. Availability and usage depend on the selected features and account.

Sources: Recurring work · Email workflows

Start with the next thing you need to finish

New accounts start with $20 in included credits without starting a paid subscription. Bring a small source packet and ask for one useful deliverable. AI work and active cloud environments use credits at their applicable rates.

Choose more credits or a plan when you know how you want to use Workspace. Current prices, included allowances, and feature details are on Pricing.

Sources: Current plans and usage

Try it with a small example.

Before you use the result.

• Names, figures, and commitments match your current business records.
• The saved output is ready for the person who will use it.
• Your approved version and next step are easy to find.