Workly lets you create custom AI agents and hire pre-built agents to automate tasks. Each agent has access to your integrated services and can work within your workspace context.
Pre-built agents
Workly offers ready-to-use AI agents for common roles:
- Accountant Agent — Helps with financial analysis and reporting
- Leadership Agent — Assists with management and strategy
- Product Agent — Supports product planning and analysis
- RFP Agent — Helps draft proposals and responses
- Support Agent — Assists with customer support tasks
Hire an agent
- Go to the AI Agents page
- Browse available agents
- Click Hire on the agent you want
- The agent becomes available in your workspace
Create a custom agent
Build your own AI agent tailored to your needs:
- Go to AI Agents
- Click Create Agent
- Configure the agent’s name and role
- Select which integrated services the agent can access
- Define the agent’s instructions and capabilities
Agent integrations
Your AI agents can access any services you’ve connected:
- Google Drive — Read and manage files
- Gmail — Read and send emails
- Google Calendar — View and manage events
- Figma — Access design files
- Slack — Access messages and channels
- And many more integrations
Talk to your agents
Chat with any agent through Workly AI. The agent uses its integrated services and your workspace context to provide relevant, informed responses.
Frequently asked questions
How do I create a custom AI agent in Workly?
Go to AI Agents, click Create Agent, configure the name, role, and instructions, then select which integrated services the agent can access.
What pre-built agents are available?
Workly offers pre-built agents including Accountant, Leadership, Product, RFP, and Support agents. Each is designed for a specific business function.
