Assistant
Ask questions about your workspace, get summaries, and draft tasks, requests, or notes that you review before they're saved.
- Who can use this
- Authenticated workspace members with execution workflow access
On this page
Explore sequence diagram
Sequence diagram
Assistant
Sequence diagram. The text on this page has the exact steps and permissions.
A helper that knows your workspace
The assistant answers questions using your workspace records, summarizes context, and drafts records for you. It works alongside the normal pages rather than replacing them. Anything it drafts waits for you to review and apply.
What you can ask it to do
Answer questions
"Which Northstar tasks are overdue?" or "What did we agree about rollback?"
Summarize
Pull together notes and linked records into a short overview.
Draft records
Draft a task, request, or note for you to review and apply.
Keep a thread going
Continue a conversation when the follow-up depends on what came before.
Example
Drafting follow-up tasks from a question
You ask "What's still open on the Northstar launch before Thursday?" The assistant lists four open tasks and notes that nobody owns DNS rollback. You ask it to draft a task for that. It drafts "Assign DNS rollback owner" linked to the launch project. You change the due date and apply it.
Getting better answers
- Name the client, project, or record. "Northstar launch" is better than "the launch".
- Give a time window, such as "this week" or "since 1 July".
- Ask for one thing at a time when you want a draft.
- For broad questions, expect a short answer plus a list of the records it used. Open them to check.
Note
Drafts wait for you
Applying a draft uses the same actions and permissions as doing it yourself. If AI access, the needed skill, or funding for the selected generation source is unavailable, the assistant tells you instead of pretending it worked. Every run is listed in Agent activity.
FAQ
Can the assistant see everything in the workspace?
It works within your access. It can't show you records your role doesn't allow you to see.
Does the assistant change records on its own?
No. It drafts, and you apply. Applying uses normal product actions.