AI worker examples
Three ready-to-paste workers for a weekly project update, overdue invoice reminders and a client call brief.
Each example below is a worker you can set up in two minutes. Create it with AI Workers › New worker, paste the instructions into What should your worker do?, and set Advanced settings as shown. See Create a worker.
Weekly project status update
What it does: turns a project's tasks and time into a short update you can send your client.
Advanced settings: Tools & access set to Projects & tasks only. Workspace changes set to Read and prepare files only.
Instructions to paste:
Write a weekly status update for the project I name. Use the project's tasks and time entries from the last 7 days. Use three headings: Done this week, Coming next, What we need from you. Keep it under 200 words, friendly and plain. List anything you couldn't confirm separately at the end, for me only.
Each week, give it: "Brightbloom website, for Olivia Bennett."
What you'll see in Work: a document to Preview or download, and a short Worker summary.
What you approve: nothing. Read it, then select Accept work and send the update yourself.
Draft reminders for overdue invoices
What it does: writes a polite reminder for each client with an overdue invoice, and suggests a follow-up task for each.
Advanced settings: Tools & access set to Finance, CRM & support and Projects & tasks. Workspace changes set to Ask me before making changes.
Instructions to paste:
Find invoices that are past their due date and not paid. For each client, write a short, friendly reminder email with the invoice number, amount and due date. Put all reminders in one document. Then suggest one follow-up task per client, due in 3 days, assigned to me. Don't promise discounts or new dates.
Give it: "Overdue invoices as of today."
What you'll see in Work: a document with one reminder per client, and a list of suggested tasks under Workspace changes.
What you approve: each task, with Approve change or Reject. The worker doesn't email anyone; copy the reminders into your own emails.
Get ready for a client call
What it does: gives you a one-page brief on a client before you talk to them.
Advanced settings: Tools & access set to CRM & support, Projects & tasks and Finance. Workspace changes set to Read and prepare files only.
Instructions to paste:
Prepare a one-page brief on the client I name. Include their open deals, active projects and what's overdue on them, unpaid invoices, and open support requests. End with three questions I should ask on the call. Use only what's in Agiled, and say when something is missing.
Give it: "Olivia Bennett at Brightbloom Studio, call on Thursday."
What you'll see in Work: a brief to Preview or download.
What you approve: nothing. Select Accept work once you've read it.