Clanker CloudA practical Workspace guide
More time for the work your customers came for.
Clanker Cloud helps service-business owners bring customer work and day-to-day operations together. Use your notes and files to prepare proposals, job updates, operating reviews and process documents. Build a reusable Agent for a familiar job, or turn an approved spreadsheet into a private work tool.
Start with $20 in included credits. See usage and plans.
Put your everyday work in motion
Start from the information you already have: an inquiry, approved service description, job-status export or process note.
| The job | What Workspace can help prepare |
|---|---|
| Customer inquiry | A proposal draft with assumptions and questions. |
| Work in progress | A concise job update with blockers and next steps. |
| Weekly review | A workbook and management brief from a dated operating export. |
| Repeat process | An SOP and checklist a teammate can follow. |
| Spreadsheet workaround | A focused private tracker or dashboard to try. |
Keep the facts and the finished work together
Create a Project for the process or customer engagement. Add the current files, explain the outcome and ask for a named document, spreadsheet or tool.
Uploaded exports are snapshots. Direct access to accounting, booking, CRM or other live systems requires a separately supported and authorized connection.
Give the repeat jobs a specialist
Create an Agent that knows your proposal structure, operating-review format or process checklist. Choose its Tools and let it work from the current Project facts.
Use a tested manual workflow as the starting point for a hosted Loop or Schedule when the job should repeat. Define fresh inputs, a spending limit and a review owner.
Sources: Create your own Agent · Give recurring work a schedule
Try the work before changing your process
Use the proposal starter, operating review pack or private-tool guide to explore one job. Open the output, ask for a revision and decide how it fits your business.
Sources: Proposal starter · Operations review starter · A private tool from a spreadsheet
Choose the right data for the workflow
Review current permissions, sharing and service terms before using customer information. ZDR, data residency and encryption are coming soon. The trust center explains what the launch documentation will cover.
Sources: Workspace trust center
Common questions.
Does Workspace replace my accounting, CRM or booking system?
Use Workspace to prepare analysis, documents and work tools. Keep your approved system of record. A live system action needs the appropriate supported connection, access and authorization.
Can a service-business Agent work while my browser is closed?
Separately configured hosted Loops and Schedules can run recurring work in the cloud. A task using your connected computer still needs that computer online and available.
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.