Put your business sources to work.

Choose the route that fits the source

A weekly spreadsheet, an approved service brief and a request arriving by email need different setup. Use this map to choose how the work enters Workspace and what you can inspect afterward.

Sources: Files you can supply · Experimental Google files connection and Project copies · Assistant routes, permissions and current status · Connected-computer requirements · Managed email availability · Managed connections and Channels · Find and inspect saved files

Use selected Google files with a clear source version

In External Apps, connect the Google account and choose the files for the task. Ask for a supported change to a selected Doc or Sheet, or save a copy to the intended Project for a report, comparison or other deliverable.

Check the result where the change was made: a Google original and a Project copy are separate files. A saved Project copy does not refresh automatically when its Google source changes. Bring a fresh copy when the next review needs updated facts. The Google files connection is experimental.

Sources: Experimental Google files connection and Project copies · Apply selected company sources to business work

Choose how the task reaches your Agent

Work directly in a Clanker Session, or use a supported external assistant connection. The assistant route gives that client authorized Workspace tools; a business-app connection gives access to the selected source service. Choose both deliberately when a task needs them. Private chats in another assistant are not automatically imported.

Setup documented · client testing pending. Check the client guide and connection setup for the actual tools and permissions needed. Choosing a Project supplies working context; it does not restrict the whole assistant connection to that Project.

Sources: Assistant routes, permissions and current status · Keep the work across supported assistants · Check your assistant connection

Give repeatable requests an explicit entry point

Eligible accounts can create a managed email address at email.clankercloud.ai, link it to a Project and choose allowed senders. Select an Agent or use the regular session defaults. After setup, accepted requests start automatically: a new email thread creates a Session, replies continue it, and the response is emailed when the work finishes.

Channels are separate connections to supported messaging or mailbox services, where available. Review the connected account, Agent and response rules in Channels before relying on the workflow. A managed Workspace email address and a connected personal mailbox have different setup; neither follows automatically from connecting Google files.

Sources: Email plans and address setup · Allowed senders, automatic Sessions and replies · Organization controls for managed connections · Explore the prepared email workflow

Start from an export. Inspect the reply pack.

The fictional service-business packet contains four customer inquiries and an approved service brief. Add those files to a Project and ask for reply drafts plus a tracker showing the next owner decision. The Client Delivery Assistant role kit supplies a reusable method you can adapt to your own service information.

The downloadable illustrations show the checks: Q02 asks for two workshops at €250 each, so its draft quote is €500 excluding tax while payment terms remain open. Q01 has no agreed delivery date, Q03 needs scope review and Q04 asks for a service outside the approved catalog. Open the editable reply drafts and tracker against the source rows. These are authored fictional examples, not an executed Agent run, live inbox or CRM connection, sent messages or customer results.

Sources: Download the four fictional inquiries · Check the approved service facts · Inspect the editable reply illustrations · Inspect the owner-review tracker · Adapt the Client Delivery Assistant role kit

Keep the approved business record clear

Keep your CRM, accounting, payroll or scheduling system as the approved record for its job. A permitted export can give Workspace the facts for a report, proposal or handoff without changing that record. Name the source, its date and which saved output the next owner should use.

For live records or an external change, verify the specific supported service, authorized account and action in your setup. Uploading a CRM export does not create a direct CRM connection. Preparing a proposal does not send it, and reviewing a capacity workbook does not book work. Use the saved result to make the next authorized step clear.

Sources: Bring inquiries, proposals and delivery work together · Prepare an operating review and its next step · Keep the reviewed file with its task

Connect what the first useful task needs

Choose one source route and one named deliverable. Check the saved result, request a correction and record the usage before expanding the workflow. New accounts start with $20 in included credits; Clanker-hosted work and active cloud environments use credits at current rates. An external assistant subscription and its own model use remain separate.

Use the current access, sharing and processing terms for the material you supply. ZDR, data residency and encryption are coming soon. If the task should repeat, configure the input-refresh route, timing and review owner in a supported Schedule or Loop after testing the workflow.

Sources: Current plans, credits and usage · Current and planned data controls · Budget the whole workflow · Configure recurring work