The Atwork blog

Ideas on work, AI & building better teams

Product updates, playbooks and stories from teams building with Atwork.

Task Management

7 Email Workflows That Turn Your Inbox Into a Task List

Seven Atwork workflow recipes that turn emails into tasks automatically: support triage, auto-replies, lead capture, invoice routing, VIP escalation, and more.

CRM

What a Real Estate CRM Actually Needs (Properties, Viewings, Offers)

A real estate CRM needs properties, viewings and offers linked to one buyer record. See how it works in Atwork and start from a ready-made template.

CRM

Recruiting CRM: Why Candidates Should Be Contacts, Not Rows

An ATS forgets candidates when a role closes; a recruiting CRM doesn't. See how to run your hiring pipeline on candidate records in Atwork, from a ready template.

CRM

Insurance CRM: Policies, Claims and Renewals on One Client Record

Brokers lose renewals to scattered records. See how to run policies, claims and quote requests on one client record in Atwork, from a ready-made template.

CRM

Agency CRM: From Project Inquiry to Retainer in One Workspace

Agencies split deals, projects and retainers across tools and lose the client story. See how to run all three on one record in Atwork, from a ready template.

CRM

SaaS Sales CRM: Pipeline, Trials and Renewals in One Loop

A SaaS pipeline doesn't end at closed-won — renewals are where revenue lives. See how to run demos, trials, deals and renewals in Atwork, from a ready template.

AI Tools

Ask Your AI Assistant About Your Work: Connecting Atwork

Ask your AI assistant about your Atwork tasks, sheets and dashboards without opening Atwork. What it can do, what it cannot, and how permissions stay safe.

Task Management

Workflow Automation: The Rules Teams Keep, and the Ones They Switch Off

Most workflow automations get switched off within a month. Which rules survive, which fail, and how to tell the difference before you build them.

AI Tools

Custom AI Agents in Atwork: Assign Work to an AI Teammate

Build a custom AI agent in Atwork, scope what it can see, assign it tasks like a colleague, and @mention it in comments. A practical setup guide.

AI Tools

How to Write an AI Agent Persona That Actually Works

Five things every AI agent persona should spell out, with before-and-after examples you can copy. Written for people configuring agents, not engineers.

AI Tools

What Can an AI Agent in Your Workspace Actually See?

Scope, capabilities, and identity: how to reason about what an AI agent can read and change in your workspace before you roll one out to your team.

AI Tools

Connect Your Workspace to Claude with MCP

Atwork speaks MCP, so Claude can read your sheets and create tasks directly. What it can do, what it cannot, and when this beats using an in-app agent.