Getting the Most from Your Workspace
Your workspace becomes more valuable the more you use it. Here are ways to get the most out of what you’ve built.
Let the assistant work for you
You don’t always need to click through features to get things done. Just ask the assistant.
For example, if you have a contacts feature, you can ask:
- “Find the email address for John at Acme Corp”
- “Add a new contact: Sarah Chen, Product Manager at TechCo”
- “Show me all contacts I added this month”
The assistant accesses your features and integrations to complete these requests without you navigating to specific screens.
Combine features and assistant requests
Use features for visual, structured work—browsing dashboards, filling out forms, managing lists. Use the assistant for quick tasks—looking up information, making updates, or taking actions.
The two approaches complement each other. A project tracking feature gives you a visual overview; asking the assistant “what’s overdue this week?” gives you a quick answer without leaving your current context.
Build incrementally
You don’t need to build your entire workspace at once. Start with one feature that addresses an immediate need. As you use it, you’ll discover what else would be helpful.
Common progression:
- Start with a simple list or dashboard
- Add integrations to pull in live data
- Build input forms to capture information
- Create additional views for different purposes
Each addition makes your workspace more capable without requiring you to start over.
Review and refine
Periodically review your workspace:
- Are there features you don’t use? Ask the assistant to remove them.
- Are there tasks you do repeatedly that could be streamlined?
- Has your workflow changed in ways your features don’t reflect?
The assistant can help you reorganize your workspace as your needs evolve.