WorkBoard

WorkBoardAI Agents are digital teammates that help you lead more effectively by automating workflows and supporting team alignment. Here’s...

WorkBoardAI Agents Overview

Connect data from Microsoft Teams, Salesforce, Jira, Azure DevOps, and your meetings to give your agent the context it needs to provide more relevant, personalized support.

How to connect external data to your WorkBoardAI agent

Your Digital Chief of Staff is your AI operational partner — ready to work proactively on your behalf and answer questions on demand. Here's everything it can do.

AI Chief of Staff — Jobs & Capabilities

Your Digital Leadership Coach is your AI partner for people management — ready to help you deliver better feedback, prepare for 1on1s, reflect on your progress, and think through leadership…

AI Leadership Coach — Jobs & Capabilities

Learn how to access and customize your WorkBoardAI agent settings — including notification preferences, proactive job responsibilities, connected teams, and external data sources.

Changing Agent Settings

Your Daily Focus is a personalized morning briefing prepared by your AI Chief of Staff that highlights priority items, overdue follow-ups, and suggested meeting agendas — so you start every…

Your Daily Focus

AI Chief of Staff Captures Meeting Summaries & Next Steps

Agent Memory: Personalized Experience

IT overview of the WorkBoard Agent desktop app for Windows and macOS — installation, network requirements, auto-updates, platform requirements, and a summary for IT teams.

WorkBoard AI – Agent Installable App

Org-level prompt configuration allows organizations to tune the Chief of Staff and Leadership Coach agents to their tone, priorities, values, and operating boundaries. Tuning is performed by WorkBoard support in…

Customizing Your AI Agents with Organization Level Prompt Configurations

Gen 3 is the next generation of your AI Chief of Staff and Leadership Coach — instant dashboards, 40+ action-based skills, configurable skills, external connectors, new proactive jobs, and more…

Gen 3.0 Agents: What's New in Your WorkBoardAI Agents

WorkBoardAI Agents! Your Digital Teammates

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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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.

Prototype integrations answer

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

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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