WorkBoard

Watch the replay of our August 2026 Community Call new and upcoming capabilities, including:

Gen3 AI Agents are here! Create interactive, shareable dashboards; build powerpoints; connect to other MCP tools, and more!

Live Demo: WorkBoardAI SPM – AI-native demand intake workflows, scenario analysis, financial planning, and reporting.

Agent Gallery: Jumpstart your agents' productivity with pre-built dashboards, strategy execution skills, and prompts.

- Gen3 AI Agents are here! Create interactive, shareable dashboards; build powerpoints; connect to other MCP tools, and more! 
- Live Demo: WorkBoardAI SPM – AI-native demand intake workflows, scenario analysis, financial planning, and reporting. 
- Agent Gallery: Jumpstart your agents' productivity with pre-built dashboards, strategy execution skills, and prompts.

WorkBoardCommunityCall_August2026.pdf

Watch this recording for an exclusive preview of new and upcoming WorkBoardAI capabilities!

August 2026 Community Call

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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