Automations & agents

Agents in chat: mentions and hand-offs

Mention a custom agent in a group, space or team chat or a record's comments and it replies there. Turn on Handoffs so agents pass work to each other.

Files and agents

What Atwork's AI agents read from your files: PDF, Word, Excel, PowerPoint, text and images, the size and page limits, and the files they create.

Skills for custom agents

Create a skill in Atwork, set its tool groups, start from an Atwork skill, and add it to a custom agent. Limits, editing and deleting explained.

Email to this sheet

Create an email address for any Atwork sheet, choose who can send to it, and turn incoming emails into rows with their subject, body and attachments.

Write and edit pages with Dana

Type /ask in an Atwork page to have Dana draft text, or select text and click Ask Dana to rewrite, shorten, lengthen, fix or translate it.

The Agent step in workflows

Set up the Agent step in an Atwork workflow: choose or build an agent, write the task, pick the answer type, add memory and approvals, and know the limits.

Automate the repetitive parts

Build an Atwork automation: pick a trigger, add conditions, choose actions, and use values from the record that triggered it.

Meet Dana, your AI assistant

Dana is Atwork's AI assistant: it answers questions about your data, builds sheets and forms, writes pages and plans your day.

Connect Slack or Telegram

Send Atwork updates into Slack or Telegram from an automation, and turn incoming messages into records.

Connect email: IMAP and SMTP

Use IMAP to bring mail into Atwork as records and SMTP to send from your own domain, with app passwords and troubleshooting.

Use Atwork from an AI assistant (MCP)

Connect an MCP-compatible AI assistant to Atwork at mcp.atwork.so to read sheets, create items and search your workspace.

What is an agent?

An Atwork agent is an AI workspace member with a persona and a job that is assigned work and acts on it, unlike Dana, the built-in assistant.

Create an agent and give it knowledge

Create an Atwork agent: write its persona, attach knowledge pages so it answers from your own documentation, and test before relying on it.

Assign work to an agent

Make an Atwork agent the assignee on records or a step in an automation, and keep a person in the loop where it matters.

Automation triggers

The Atwork automation triggers — record created, updated, status changed, form submitted, and schedule — and how to pick the right one.

Automation actions

Atwork automation actions: update or create records, notify, email, and call connected tools — using values from the triggering record.

Test and debug an automation

Debug an Atwork automation: check it is on, check the trigger and conditions, read the run history, and check the connection it depends on.

Automation conditions and filters

Use conditions in Atwork automations to narrow when they run, including relative date operators evaluated in the workspace timezone.

Publish to LinkedIn

Connect LinkedIn to Atwork and publish posts to your profile or a company page, with a link or an image attached.