Chatting with Workly AI

Workly AI is your built-in AI assistant that you can chat with directly. It can answer questions, generate content, summarise information, and even access your integrated services — all through a natural conversation interface.

Access Workly AI

There are several ways to chat with Workly AI:

• Global AI chat — Click the Workly AI button to open the AI chat sidebar from anywhere in the app
• Direct message — Find “Workly AI” in your direct messages list and chat like you would with any team member
• Project AI sidebar — Open the AI chat from within any project for project-specific conversations

What Workly AI can do

• Answer questions — Ask about your tasks, projects, or anything work-related
• Generate content — Draft emails, messages, documents, and summaries
• Summarise conversations — Get a summary of what happened in a channel or project
• Access integrations — When you connect services like Gmail, Google Drive, and Calendar, Workly AI can access them automatically to help you
• Create tasks — Ask AI to create tasks in your projects

AI with your integrations

When you connect services from the Agents page (Gmail, Google Drive, Google Calendar, Figma, Slack, and more), Workly AI can automatically access these services during your conversations. For example:

• “Check my Gmail for unread emails from today”
• “Find the latest design file in my Google Drive”
• “What meetings do I have this week?”
• “Show me the latest messages in my Slack workspace”

AI in projects

Each project has an AI chat sidebar that understands the context of your project. Open it to ask project-specific questions:

• “What tasks are overdue in this project?”
• “Summarise the progress this week”
• “What are the high-priority tasks assigned to me?”

Reply and context

Workly AI remembers the context of your conversation within a session. You can ask follow-up questions, and AI will understand what you’re referring to. Start a new session for a fresh context.

Frequently asked questions