Delegate complete workflows inside your existing tools
Workspace tasks give agents a durable place to plan the work, use approved tools, create artifacts, ask for approval, and keep going until the outcome is finished.
The workflow identified high value customers with strong health signals based on usage, engagement, and support activity.
Key Insights
- 1.Renewal Opportunities: 3 accounts up for renewal in the next 90 days
- 2.Expansion Potential: 2 accounts showing increased product adoption
- 3.At-Risk Accounts: 1 account needs immediate attention
- 4.Support Efficiency: 92% of tickets resolved within SLA
- 5.Overall Health: 80% of top accounts are healthy
Data Sources
Enterprise Solutions Inc. - Health Dashboard
Customer Since: Jan 2022
Account Structure
This account spans 2 organizations. Each org has separate owners, products, and billing.
Products: Platform Suite, Usage
Status: Active
Products: Support Add-on
Status: Active
Everything agents need to finish the work
Goals, files, context, connections, approvals, schedules, artifacts, and history stay attached to the task so teams can review, resume, and repeat the workflow.
Persistent task context
Keep the goal, files, notes, decisions, and agent progress attached to the work instead of a single chat thread.
Workspace files
Attach source material, generate drafts, revise artifacts, and keep the final output where the task was completed.
Approval checkpoints
Pause before sensitive sends, updates, exports, payments, or production changes so people stay in control.
Connected tools
Let agents read approved systems and act through governed tools without opening broad access to every workflow.
Repeatable workflows
Turn proven task patterns into reusable workspace routines instead of rebuilding instructions every time.
Scheduled runs
Run recurring work with the same context, connections, policies, and reporting structure.
Delegate complete workflows, not isolated questions
Tasks can span research, system reads, draft creation, human approval, final action, and saved output.
Research an account, enrich a CRM record, draft a follow-up, and ask before sending.
Review invoices, reconcile exceptions, prepare a summary, and save the artifact for finance review.
Monitor a queue, triage new items, update the source system, and escalate edge cases to a human.