AI Workers List
Review existing workers or start from the empty state.
The AI Workers list shows saved workers and gives you entry points for creating new ones.
Use the list as an inventory. Before creating a worker, check whether a similar worker already exists and whether it is active, paused, or draft.
Open AI Workers
Open AI Workers from the workspace navigation. Existing workers appear as cards with name, description, status, template label, output mode, and tool category badges.
Use the list to review what automation-like AI assistance already exists before creating another worker.
Check existing workers before creating a new one. A duplicate worker can produce duplicate recommendations, tasks, or comments if both are active.
Worker Actions
From the list you can:
- Open Worker Templates.
- Create a New AI Worker.
- Open a worker detail page.
Inventory Before Creating
Before creating a new worker, search the list for similar names, output modes, tools, and context sources. If an existing worker is paused or draft, update it instead of creating another worker with the same job.
Also check recent runs on similar workers. A worker may look unused from the list but still have recent output that explains why it was paused or changed.
Empty State
If there are no workers, the empty state offers two paths:
- Browse templates to start from a ready-made specialist.
- Create custom to write a worker from scratch.
Choose a template when the goal matches an existing pattern. Choose custom when the worker needs workspace-specific instructions, context sources, or output rules that a template does not cover.
If you are not sure which path to choose, start with a template and keep the worker paused until you review instructions, tools, and context sources.
Read Worker Badges
Worker cards show status, output mode, template source, and the first few tool categories. Use these badges to spot workers that are active, paused, custom, or too broadly scoped.
Review paused or broadly scoped workers before enabling new ones. Too many similar active workers can create duplicate tasks, notes, or recommendations.
Before Creating A Worker
Write down the record type, context sources, allowed tools, output format, and review process. A worker should have one clear job and a safe first test.
Use a low-risk record for the first run. Review the output before allowing the worker to affect customer-facing or finance-related work.
Decide who owns the worker before making it active. The owner should review run quality, pause the worker when process changes, and update instructions when context or tools change.
Cleanup Routine
Review draft, paused, duplicate, and broadly scoped workers regularly. Archive or pause workers that no longer have an owner or clear use.
Add an owner to each active worker in your internal process. Someone should know what the worker does, how often it runs, and when to pause it.
Troubleshooting
If the list is empty but you expected workers, confirm you are in the correct workspace and that AI Workers are enabled for the workspace.
If several workers appear similar, open each detail page and compare instructions, context sources, tools, and run history before creating another.
Governance Checklist
For every active worker, confirm:
- one owner exists
- the job is narrow
- context and tools match the job
- output has a human review path
- recent runs still look useful
- duplicate workers are paused or removed