What
Use AI Teammates in Teamwork.com to create jobs, review outputs in Updates, and track job history in Activity.
Why
  • Run teammate jobs when you need summaries, updates, or next steps.
  • Create manual or scheduled jobs where supported.
  • Review job outputs and activity in one place.
Who
Users who have been assigned access to AI Teammates on their site. Teammates only use information you already have permission to access in Teamwork.com.
When
Use AI Teammates when you need to catch up on changes, summarize updates, prepare for meetings, review project status, or check job activity and outcomes in Teamwork.com.

Use AI Teammates

AI Teammates work through structured jobs. You can run jobs on demand or schedule them to run automatically where scheduling is available. Many job types support multiple created jobs, so you can create different manual or scheduled versions of the same job with different settings, schedules, or project selections.

This article explains how to access AI Teammates, navigate the teammate interface, create jobs, review outputs, and manage job history.

For a list of available and upcoming teammates, see Meet your AI Teammates.

On this page

Access AI Teammates

  1. Select AI Teammates from Teamwork.com's main navigation. If it is not pinned, access it via ... More.
  2. Select a teammate from the list.
  3. If you see an onboarding screen, select Onboard Teammates or review Learn more.

Need access?

If you do not see AI Teammates in the main navigation, your site may not have AI enabled or you may not be assigned access.

Ask a site admin to review teammate availability and assignment: Manage AI Teammates.

Navigate the teammate interface

Each teammate includes the same core tabs so you can run jobs and review results consistently.
  • Updates: Review job results and messages.
  • Jobs: Run jobs and manage which jobs appear in your view.
  • Activity: Review job history, status, and timing details.
Scout Jobs tab showing available AI Teammate jobs

Run a job

  1. Open the teammate you want to use.
  2. Select the Jobs tab.
  3. Click the plus (+) on a job card.
  4. Choose whether to create a manual or scheduled job:
    1. Manual job: Run the job when you need it.
    2. Scheduled job: Set up a daily or weekly time for the job to run automatically.

Review outputs

The Updates tab is where your teammate shares outputs from jobs you run, such as summaries, action items, suggested next steps, or draft updates.

  1. Open the teammate you want to use.
  2. Select the Updates tab.

Review activity

The Activity tab helps you track what ran, when it ran, and whether it succeeded.
  • Review the job Status (for example, Complete or Failed).
  • Use Search and Filter to narrow what you see.
  • Check Trigger, Start time, and Duration for timing details.
Scout Activity tab showing AI Teammate job history

Manage created jobs

Created jobs can include controls for running, editing, scheduling, reviewing activity, and managing job settings. You can create multiple versions of the same job where supported, each with its own settings, schedule, or project selection. Available options depend on the job type and how the job is configured.

  • Run now: Run a job immediately without waiting for its next scheduled run.
  • Active toggle: Available on scheduled jobs. Turn the job on or off to control whether it runs automatically.
  • Scheduling settings: Available on scheduled jobs to control when and how often the job runs.
  • Job options menu: Access actions such as Edit settings, View activity, or Delete job.
Scout Jobs tab showing active jobs and job options

Edit job settings

Some jobs include settings that let you control when the job runs and what content it uses.
  1. Open the teammate you want to use, then select the Jobs tab.
  2. On the job row, select the options menu (three dots).
  3. Select Edit settings.
  4. Update any available settings, then select Save settings.

Depending on the job, settings can include:
  • Schedule job to run automatically: Enable scheduling, then choose a frequency and time.
  • Include updates from: Choose which projects to include (for example, Recent projects, Starred projects, Owner projects, Admin projects, or Select projects).

Available job settings can vary by teammate and job type. Some jobs may have scheduling, project selection, or other job-specific settings.

Additional job options

The job options menu can include actions such as:
  • Edit settings: Update job configuration and scheduling preferences where available.
  • View activity: Open the Activity tab filtered to that job's history.
  • Delete job: Remove a created job that you no longer need.
  • Debug information: May appear when a job fails or requires troubleshooting. Debug information is typically used by support or advanced users.

Learn more

Looking for information about specific AI teammates and their available jobs?

Meet your AI Teammates ↗
Learn what each teammate does, explore available jobs, and review teammate-specific guidance.