Feature · Work
New work
A template fills in the objective, what done means and who owns it. Agent has ten built-in templates for common office work.
How it works
Built-in templates
Research brief, Competitive scan, Weekly status report, Meeting prep, Email or message draft, Decision memo, Project plan, SOP or runbook draft, Customer support reply draft, and Data summary.
Use a template
Open New work and pick a template. Check the title, objective, owner, priority, the expected work, the deliverable, and the acceptance checks. Select Create work.
Custom templates
A custom template is used only after a person reviews it. An owner or admin approves, rejects, retires or rolls back template revisions on Settings. When an admin turns every template off, New work shows "No templates".
From the help article Work templates, checked against the product on .
What you can do
The operations this feature's screens call. Each one is POST /api/<name>, and the badge says who may call it.
ViewerlistWorkTemplatesLists work templates.
Types:
ListWorkTemplatesRequestreturnsListWorkTemplatesResponse
MembercreateWorkFromTemplateCreates a work from template.
Types:
CreateWorkFromTemplateRequestreturnsCreateWorkFromTemplateResponse
MemberpreviewWorkFromTemplatePreviews the work from template.
Types:
PreviewWorkFromTemplateRequestreturnsWorkTemplatePreviewResponse
MembergetWorkLaunchReadinessGets work launch readiness.
Types:
{ workerId?: string; templateId?: string }returnsimport('./execution.js').WorkLaunchReadinessDto
ViewerlistMembersLists members.
Types:
EmptyRequestreturnsListMembersResponse
Screens
What it records
The feature writes these events to the audit log, the permanent record of what happened.
- Policy changed
- Work template revision proposed
- Work template revision reviewed
- Work template revision rolled back