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Team workflows

Create staff in your workspace

Add AI staff members, configure their profile and tools, and assign them to your workspace.

About this course

5 lessons · 19 min · Intermediate

Staff are the people who own and approve work. Projects group the tasks that share context, files and a deadline.

What you'll learn

  • Settle roles before you send invitations, keeping Employee as the default
  • Add AI staff and give them the tools they need
  • Decide when work belongs in a project, then write its standing instructions once
  • Hand a departing teammate's work over without losing history