Client partnerUses this Project’s instructions, files, and selected tools
A new email thread creates a Workspace Session. Replies continue the same thread.
♧
Client partnerClient operations · Project context
✓Read the notes, milestones, and client playbook
✓Separate completed work, blockers, and decisions
✓Save the update and email the response
METHOD + ACCESS
Project instructions · reference files · selected Skills and Tools
Prepared activity trace. Inspect the real run and its saved output in Workspace.
Preview → Projects · document↗
▤ Friday update.docx
ACME STUDIO / CLIENT SERVICES
Friday client update
Design and content milestones are complete. Final photography is still needed.
✓ Design approvedComplete
✓ Page copy readyComplete
Decision needed
Confirm the final asset deadline before agreeing on launch.
✉ Email response preparedUpdate and open question → original sender
02OPERATIONS & PROCUREMENT
Give a specialist the whole job.
Ask your Operations analyst to compare suppliers. It reads your criteria, works in Cloud browser, and brings back a decision brief with open questions.
A private App preview to test before sharing or publishing.
◈ Workspace / Sales toolsEXAMPLE 05 / 12
⊞
An App brief and sample data
App building
Saved
YOU / THE REQUEST
Build a sales pipeline App. Show deals, owners, and values, with an Open/Won filter. Start with this sample data.
▤ Pipeline sample.xlsx▤ Sales process.pdf
♧
App Builder teamUses this Project’s instructions, files, and selected tools
One Session keeps the request, Agent progress, and resulting work together.
♧
App Builder teamSales tools · Project context
✓Plan the users, fields, and actions
✓Build the pipeline interface and filters
✓Prepare a private App preview for testing
METHOD + ACCESS
Project instructions · reference files · selected Skills and Tools
Prepared activity trace. Inspect the real run and its saved output in Workspace.
Preview → App preview · sample data↗
▤ Sales pipeline · private App preview
ACME / SALES TOOLS
Sales pipeline
$41,300Sample pipeline value
NorthstarJamie · Proposal$12,000
FieldworkAlex · Discovery$8,500
Studio EightJamie · Discovery$4,800
BrightsideMorgan · Won$16,000
06RECURRING OPERATIONS
Let a tested task keep working.
A Loop checks again after each run and a delay. A Schedule runs at set times. Your Agent keeps the results in the Project and follows the notification rule you choose.
✓Save the result, update state, and apply the notification rule
METHOD + ACCESS
Project instructions · reference files · selected Skills and Tools
Prepared activity trace. Inspect the real run and its saved output in Workspace.
Preview → Loops · state & history↗
▤ STATE.md + Supplier comparison.docx
⟳ Supplier price watchEnabled
REPEAT AFTER RUN2 hours
NOTIFYOnly on changes
STATE.md
Northstar unit price: $18.50 Changes found: none Next run: after a 2-hour delay
✓ Comparison checkedState saved · no notification sent
Inspect instructions, supporting files, and history in Preview → Loops
07OFFICE & TEAM LEADS
Make the meeting lead to something.
Turn meeting notes into actions with owners, dates, and open questions. Review the saved list in Preview and track follow-through in Planner.
Meeting notesPlannerOwners & datesSaved follow-up
↳
A reviewed action list with two assigned tasks and one open ownership question.
◈ Workspace / Launch planningEXAMPLE 07 / 12
☑
Meeting notes and a follow-up request
Meeting follow-through
Saved
YOU / THE REQUEST
Turn these meeting notes into an action list. Keep owners and dates grounded in the notes. Flag anything unassigned and save a follow-up I can review.
▤ Launch meeting.md▤ Project milestones.xlsx
♧
Team coordinatorUses this Project’s instructions, files, and selected tools
One Session keeps the request, Agent progress, and resulting work together.
♧
Team coordinatorLaunch planning · Project context
✓Extract decisions, commitments, and dependencies
✓Check named owners and dates; flag missing details
✓Save the action list for review and Planner follow-through
METHOD + ACCESS
Project instructions · reference files · selected Skills and Tools
Prepared activity trace. Inspect the real run and its saved output in Workspace.
Preview → Planner · actions & deliverable↗
▤ Meeting actions.docx
PLANNER / LAUNCH PLANNING
The next steps, with owners.
2 assigned actions left · one ownership question
Owner still needed
Who will supply the final photography? The notes do not assign this.
Linked deliverable: Meeting actions.docx · Try marking an action complete
08SALES & PROCUREMENT
Compare the proposals. Keep the evidence.
Give an Agent the proposal files and your review Skill. It compares the same criteria across every offer and flags missing terms instead of filling in the gaps.
PDF analysisReusable SkillsSource checkingDecision brief
↳
An evidence table and questions for the next vendor conversation. Reuse the Skill for the next review.
◈ Workspace / Vendor selectionEXAMPLE 08 / 12
▤
Three proposals and a reusable review Skill
Proposal review
Saved
YOU / THE REQUEST
Use our proposal-review Skill to compare these offers on scope, delivery, and support. Cite the source sections and separate missing terms from stated commitments.
▤ Northstar proposal.pdf▤ Fieldwork proposal.pdf▤ Studio Eight proposal.pdf▤ SKILL.md
♧
Proposal reviewerUses this Project’s instructions, files, and selected tools
One Session keeps the request, Agent progress, and resulting work together.
Prepared activity trace. Inspect the real run and its saved output in Workspace.
Preview → Projects · evidence table↗
▤ Proposal decision brief.docx
PROPOSAL REVIEW / SOURCE EVIDENCE
Compare the same things.
Offer
Delivery
Support
Northstar
6 weeks · §2
90 days · §5
Fieldwork
4 weeks · §3
Not stated
Studio Eight
8 weeks · §2
60 days · §4
Ask before deciding
Confirm Fieldwork’s support commitment. A missing term is not the same as no support.
✧ Proposal-review Skill · same method, next review
09CUSTOMER SUCCESS & TEAM LEADS
A rough brief becomes a useful deck.
Ask your Agent to turn an onboarding brief into a presentation. It builds the story, follows your brand guide, and saves slides you can inspect and revise in Preview.
PresentationsBrand contextSlide PreviewRevisions
↳
A presentation your team can review, download, and refine in the same Session.
◈ Workspace / Customer onboardingEXAMPLE 09 / 12
▣
An onboarding brief and a brand guide
Presentations
Saved
YOU / THE REQUEST
Create a seven-slide onboarding presentation from this brief. Include the first-week plan, roles, and a checklist. Follow the brand guide and flag missing dates.
▤ Onboarding brief.docx▤ Brand guide.pdf
♧
Onboarding partnerUses this Project’s instructions, files, and selected tools
One Session keeps the request, Agent progress, and resulting work together.
✓Organize the first week into a clear slide narrative
✓Create the deck and flag the unconfirmed kickoff date
METHOD + ACCESS
Project instructions · reference files · selected Skills and Tools
Prepared activity trace. Inspect the real run and its saved output in Workspace.
Preview → Projects · slide preview↗
▤ Customer onboarding.pptx
ACME / CUSTOMER ONBOARDING
A better first week.
Your people, goals, and next steps. A practical start for every new client.
YOUR FIRST WEEK / ONE CLEAR PLAN
Slide 1 of 3 shown · 7-slide sample deck
10MARKETING & COMMUNICATIONS
Turn the ideas into a plan you can use.
Bring your campaign brief, source claims, and content ideas. Your Agent drafts a calendar with owners, channels, and approval dependencies so the team can see what is ready.
A reviewed calendar and draft angles. Publishing and scheduling are separate next steps.
◈ Workspace / Autumn campaignEXAMPLE 10 / 12
▦
A campaign brief and content queue
Content planning
Saved
YOU / THE REQUEST
Create a content calendar from this brief and queue. Draft the post angles, assign the stated owners, and flag items waiting for approval. Save a workbook for review.
WED / EMAILCustomer storyAlex · Waiting for customer approval
FRI / BLOGThe first-week checklistMorgan · Draft ready for review
Draft plan · no posts scheduled or published
11TRAINING & CUSTOMER SUCCESS
Find the useful moments in the recording.
Upload a training or demo video. Request a transcript and summary, inspect timestamped evidence in Preview, and save the key points for the team.
Video uploadsTranscriptsTimestamped PreviewSummary exports
↳
A transcript and summary linked to moments you can check in the original video.
◈ Workspace / Team enablementEXAMPLE 11 / 12
▷
A saved video and an analysis request
Video analysis
Saved
YOU / THE REQUEST
Analyze this training video. Summarize the main steps with timestamps. Keep spoken claims separate from visible evidence and flag any incomplete coverage.
▤ Team training.mp4
♧
Training assistantUses this Project’s instructions, files, and selected tools
One Session keeps the request, Agent progress, and resulting work together.
♧
Training assistantTeam enablement · Project context
✓Analyze the requested interval of the saved recording
✓Separate transcript, visible events, and interpretation
✓Save a timestamped summary with coverage notes
METHOD + ACCESS
Saved video · video analysis tools · timestamped evidence
Prepared activity trace. Inspect the real run and its saved output in Workspace.
Preview → Projects · video & evidence↗
▤ Team training.mp4 + Training summary.md
▷Team trainingPrepared recording example · timestamp excerpts below
SPOKEN WORDS / 00:42
“Start by choosing the Project for this client.”
VISIBLE EVIDENCE
The Project selector is open and Client operations is selected.
12OPERATIONS & TEAM KNOWLEDGE
Keep the answer useful after today.
Save a reviewed handoff with its source files. Bookmark a useful reply or turn lasting findings into a Wiki article, so the next Session can start from work you have checked.
A saved playbook, a useful bookmark, and a Wiki draft grounded in the original work.
◈ Workspace / Client operationsEXAMPLE 12 / 12
▱
A reviewed handoff and its source context
Knowledge reuse
Saved
YOU / THE REQUEST
Turn this reviewed handoff into a reusable playbook. Preserve source links, unresolved questions, and when it needs a refresh. Save the Project file and prepare the Wiki version.
▤ Reviewed handoff.docx▤ Process notes.md
♧
Operations partnerUses this Project’s instructions, files, and selected tools
One Session keeps the request, Agent progress, and resulting work together.
✓Read the approved result and trace its source context
✓Separate reusable steps from details that may change
✓Save the playbook with source links and refresh rules
METHOD + ACCESS
Project instructions · reference files · selected Skills and Tools
Prepared activity trace. Inspect the real run and its saved output in Workspace.
Preview → Projects · reusable knowledge↗
▤ Handoff playbook.md
CLIENT OPERATIONS / REUSABLE KNOWLEDGE
A handoff the next person can use.
1. Check the approved client brief. 2. Verify owners and dependencies. 3. Record the next decision and its date.
Refresh when the process changes
Sources: Reviewed handoff.docx · Process notes.md. The photography owner remains unresolved.
The prompt that worked.
“Create a handoff with sources, owners, dependencies, and unresolved questions. Flag what is missing.”
Saved reply → original Session · reuse with the next Project’s files
Illustrative workflows · fictional files, suppliers, and figures · examples do not run Agents or send email.
MADE FOR THE WORKDAY
What would you like off your desk?
Start with something you already need to finish. Here are a few places to begin.
And the rest of the workday?Meeting action listsResearch briefsProposal comparisonsContent plansData cleanup
MORE OF YOUR WORKDAY, COVERED
Another job? Start here.
24 starter jobs for the work you already do. Choose a job to see its inputs, deliverable, and a prompt you can make your own.
01Office & admin
Follow through on the meeting
Turn notes into decisions, owners, deadlines, and questions.
REVIEW INProjects + Planner
02Office & admin
Welcome the next client
Create an onboarding deck and first-week checklist.
REVIEW INSlides in Projects
03Office & admin
Make a clean project handoff
Keep the authoritative files, loose ends, and next steps together.
REVIEW INProject files + Wiki
04Office & admin
Find what changed in the PDFs
Compare document versions and locate the material differences.
REVIEW INDocuments in Projects
05Office & admin
Handle the Friday client report
Create a clear update from notes and milestones.
REVIEW INDocument + Inbox follow-up
06Office & admin
Make the training recording useful
Create a transcript, summary, and timestamped key moments.
REVIEW INVideo + evidence in Projects
07Sales & finance
Understand the forecast gap
Compare targets and actuals, with calculations you can check.
REVIEW INWorkbook + chart in Projects
08Sales & finance
Compare the vendor proposals
Use consistent criteria and trace each commitment to its source.
REVIEW INDecision brief + reusable Skill
09Sales & finance
Find the themes in customer feedback
Group requests while keeping the evidence and counting rules.
REVIEW INWorkbook + report in Projects
10Sales & finance
Prepare for the customer conversation
Summarize the account context, recent work, and open questions.
REVIEW INDocument + Inbox draft
11Sales & finance
Spot invoice exceptions
Check an export for duplicates, missing references, and mismatches.
REVIEW INWorkbook in Projects
12Marketing
Plan the campaign calendar
Turn ideas into a queue with owners and approval dependencies.
REVIEW INCalendar workbook in Projects
13Marketing
Keep the competitor brief current
Check dated public sources and distinguish change from uncertainty.
REVIEW INBrowser + saved research brief
14Marketing
Make an interactive calculator
Turn your own formulas into an HTML page people can try.
REVIEW INInteractive HTML in Projects
15Marketing
Create campaign visuals
Prepare image variations around the brief and brand direction.
REVIEW INImages in Projects
16Marketing
Turn one recording into several drafts
Use timestamped evidence for a recap, FAQ, and content ideas.
REVIEW INVideo evidence + draft documents
17Operations
Write a process people can follow
Turn process notes into an SOP with decisions and exceptions.
REVIEW INDocument + reusable Skill
18Operations
Watch for supplier changes
Test the comparison once, then configure a recurring check.
REVIEW INBrowser + Loops + STATE.md
19Operations
Start Monday with an operations brief
Prepare the priorities, dependencies, and decisions at set times.
REVIEW INCalendar + saved Project result
20Operations
Bring specialists into the discussion
Work with teammates and Agents in a shared Agent Room.
REVIEW INAgent Room + Project context
21Operations
Organize work on a connected computer
Use selected local files and apps through an approved connection.
REVIEW INConnected computer + Session history
22Connections & knowledge
Work with selected Google files
Create or edit Docs and Sheets, then save a Project copy.
REVIEW INExternal Apps + Project files
23Connections & knowledge
Use a connected service in a workflow
Give your Agent the selected tools it needs for the task.
REVIEW INSelected tools + saved deliverable
24Connections & knowledge
Save knowledge for the next Session
Keep reviewed answers, sources, and refresh rules easy to find.
REVIEW INProjects + Bookmarks + Wiki
Showing 6 of 24 jobs
Prepared prompts · bring your own files and context · features depend on your account and selected tools.
INSIDE THE PREVIEW TAB
Keep the conversation. Open the rest of your work.
Preview is a working space beside your Session. Review files, handle follow-ups, plan tasks, and work with Agents, Skills, and Loops.
Workspace / PreviewILLUSTRATIVE DEMO
PreviewClient operations
PlannerWhole Workspace
Planner
Tuesday, Oct 13 · Whole Workspace
Current day
Review the Friday client updateUnder review
Client operations · Client partner · Due today
Confirm final asset deadlinesTo do
Client operations · Operations analyst · Due today
Check supplier shipping termsTo do
Client operations · Operations analyst · Due today
Capture work, choose an Agent, keep notes, and attach the saved deliverable to the task.
ADD THE TABS YOU NEED
CREATE SOMETHING USEFUL
A file when you need a file. An App when you need more.
Describe who it is for and what it should do. Then review it, try it, and ask for changes.
HTML PAGES
Put your work into a page.
Turn a brief into a client launch room. Make an interactive report, calculator, or single-page dashboard. Save the HTML and inspect it in Preview.
◦ ◦ ◦launch-room.html↗
ACME STUDIO CLIENT LAUNCH ROOM
LET'S MAKE IT HAPPEN
Your launch. All in one place.
The plan, the people, and everything we need for a smooth launch.
✓ Approve page copy · ✓ Review assets ○ Confirm launch date · ○ Final sign-off
01 / The plan02 / The assets03 / Next steps
APPS
Build the tool you wish you had.
Turn a spreadsheet or idea into a working interface: a sales tracker, operations dashboard, or team tool. Test the private preview, refine it, then choose how to share.
⊞Sales pipelinePrivate preview
OPEN PIPELINE$25,300
Northstar Co.Jamie · New businessOpen$12,000
FieldworkAlex · Proposal sentOpen$8,500
Studio EightJamie · DiscoveryOpen$4,800
BrightsideMorgan · SignedWon$16,000
Sample App · fictional deals Built around your workflow ↗
ALSO CREATE & WORK WITHDocuments .docxSpreadsheets .xlsxPresentations .pptxPDFsImages
BEYOND THE CHAT WINDOW
Your Agent can work on websites, too.
Open a Cloud browser inside a Session. Ask your Agent to navigate, use page controls, gather information, and download files while you follow along in Preview.
◎Browser work, in viewSee the page and review the work as it happens.
⚿Use the access you chooseEnable saved credentials through Secrets for the sites that need them.
▱Bring the result backKeep downloaded files and the final brief with your Project.
Cloud browser Active
◎ supplier.example/quotes ↻ □
northstarSupplier portal
YOUR LATEST QUOTE
Ready when you are.
Review your order details and download your quote.
UNIT PRICE$18.50
LEAD TIME14 days
MIN. ORDER100 units
Page controls ⌄Secrets ⚿Stop browser □
✓Opened supplier quoteNext: download the file and compare the offersMy Agent
Illustrative portal · fictional supplier and pricing
EMAIL AUTOMATION
Your Agent can start from an email.
Give your Agent or Project a Clanker email address. Allowed senders can email a task, and the assigned Agent uses the configured context and tools to do the work.
It emails a response when finished. Each new thread creates a Session in Workspace; email replies continue the same conversation.
Start Workspace in your browser. Tasks using your own computer need the Clanker desktop app and an approved connection. Cloud browsers and compute run separately.
Can it keep working when I close my browser?+
Hosted Loops and Schedules can run in the cloud after you configure them. Tasks that use a connected computer need that machine online and available.
Are my files and Apps public as soon as I create them?+
Creating an App or viewing its preview does not publish it. Private sharing requires recipients to sign in. You choose when to publish a public link.
What does it cost to start?+
New accounts start with $20 in included credits. Agent work and cloud environments use credits at their applicable rates. See current plans and usage.
LET'S GET SOMETHING DONE
Bring the task that's been sitting on your list.
A report. A page. A process you want to stop doing by hand.
