The Atwork blog

Ideas on work, AI & building better teams

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

AI Tools

How to Turn a Client Brief Into Tasks With an AI Agent

Attach the client's brief PDF to an AI agent, get the deliverables, deadline, approver and open questions back, then check each against the line it came from.

AI Tools

AI Agent Skills: Teach Every Agent Your Process Once

An AI agent skill is a reusable set of instructions and tools for one kind of work. Write your agency's process once and share it across agents.

AI Tools

What Happens When an AI Agent Wants to Change 300 Rows

Before an AI agent updates more than 20 rows by filter, you see a preview; bulk changes keep a 7-day Undo; emails and Slack posts wait for your approval.

Client Management

Client Requests Without Another Login: Guest Tickets for Agencies

Clients can open a support ticket on your Atwork portal with a name and an email address, and follow every reply by email through a link to the ticket.

Task Management

How to Forward Client Emails to Tasks With One Address per Client

Give each client sheet its own Atwork email address so forwarded requests land as rows, and use sender rules to decide who can send to it.

AI Tools

What's New in Atwork: October 2026

AI autofill, an email address for every sheet, guest support tickets, agent skills and agents that read files: what changed in Atwork in October 2026.

AI Tools

What an AI Assistant Can and Can't Do in Your Agency Workspace

Dana is the AI assistant built into Atwork. It answers questions about your client work, builds sheets, writes pages and plans your day, as you, on your data.

Templates

Agency Content Calendar Template: Plan Around the Approval Date

An agency content calendar template needs two dates per piece: when it publishes and when it must reach the client. Here is how to plan around the second.

AI Tools

AI Agents in Workflows: When an Agent Step Beats a Rule

An Agent step reads what a rule cannot, like a client email or a brief, and turns it into fields and branches the rest of the workflow acts on.

AI Tools

How to Chain AI Agents: Research, Write, Edit, Then You Approve

Put a researcher, a writer and an editor agent in one workflow, see what each step costs, and keep a person between the draft and LinkedIn.

Task Management

Build Your Client Onboarding Workflow Once, Then Reuse It

Build client onboarding as one workflow with inputs, then start it from your deal-won, new-retainer and new-project workflows with a Run workflow step.