Create a worker
Save a helper with instructions you write once, choose what it can see and do, and reuse it whenever you need.
A worker is a saved helper for a job you do often, such as writing client updates or drafting proposals. You write its instructions once; each time you need it, you just say what this job is about.
Start from a template
- Open Templates in the sidebar and choose the AI Workers type.
- Pick a template, such as Client Report Writer, Follow-up Drafter, Proposal Writer or Estimate Assistant, and select Use template.
- The worker is created and its settings open. Read the instructions.
- If you change anything, select Save changes.
A worker made from a template can add and update records on its own, such as tasks, contacts, deals, tickets and draft invoices. It can never send invoices, estimates or documents, record payments, or publish or run workflows. Saving the worker's settings switches it to Ask me before making changes, so every change then waits for you. See Staying in control.
Or describe your own
- Open AI Workers in the sidebar and select New worker. (Or open Hire and select Describe your own.)
- Under What should your worker do?, describe the job: what it works from, what it should deliver, and what to flag for you. Or start from an example, such as Project reporter.
- Give it a name if you like. Otherwise Agiled names it from your description.
- Select Create worker.
If your description says when to work, the worker wakes up on its own. "Every Monday" becomes a schedule, and "whenever a project is created" or "when a new contact is added" becomes an event. Check it under Wakes up when on the worker's page. See What wakes a worker.
You're done when the worker appears in AI Workers, ready for you to give it work.
Choose what the worker can see and do
Open Advanced settings on the form:
- Availability: Ready for assignments lets you give it work. Draft or Paused stops new work.
- Workspace changes: Ask me before making changes lets it suggest changes, such as new tasks, for you to approve one by one. Read and prepare files only means it can look things up and make files, but never change anything.
- Tools & access: the areas it can look at and work in, such as Projects & tasks, CRM & support, Finance or Documents. Turn off areas the job doesn't need. Files and calculations are always included.
- Choose individual tools: narrow it further, one tool at a time.
Change, pause or archive a worker
Open the worker and select Edit to change its instructions or settings, then Save changes. To stop new work, set Availability to Paused. To remove it from your list, use the actions menu and choose Archive.
Good to know
- A worker can never see more than you can. Your role's permissions always apply.
- Creating a worker doesn't start any work or run on a timetable. You give it each job yourself.
- Editing a worker doesn't change work it has already finished. Use Request changes on that work instead.
- For ready-to-paste instructions, see AI worker examples.