AI Teammates are rolling out gradually. Features and availability may change during early access.
What
Use AI Teammates in Teamwork.com to run jobs, review outputs in Updates, and track job history in Activity.
Why
  • Generate summaries and suggested next steps to help you decide what to do next without manually reviewing every detail.
  • Review outputs from your teammates in one place.
  • Track job status and timing for visibility and troubleshooting.
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 quickly catch up on changes, summarize updates, prepare for meetings, or check job activity and outcomes in Teamwork.com.

AI Teammates are role-based AI assistants built into Teamwork.com that run structured jobs to summarize work, generate updates, and support project workflows using your existing workspace data.

This article explains how to run jobs, review outputs in Updates, and manage job history in Activity.

Meet your teammates

AI Teammates are part of the wider TeamworkAI experience in Teamwork.com. Each teammate supports a specific workflow, such as catching up, preparing updates, or reviewing project health.

Teammates work through structured jobs. You can run jobs on demand or schedule them to run automatically. Outputs appear in Updates for your review, and Activity tracks what has run.

Scout (personal assistant)

Scout focuses on personal productivity and can help you catch up on changes, stay on top of updates, and prepare for meetings.

Scout includes the following jobs:
  • Catch me up: Recaps what has changed across your work so you can quickly regain context.
  • Catch me up inbox: Summarizes key updates from your inbox or notifications view where available.
  • Join my meeting: Can join supported meetings and provide a summary and action items for your review where available.

Flo (project management partner)

Flo is a project management partner that can help teams review project status and surface potential risks using existing project data.

Planned Flo jobs can include:
  • Check project health: Helps you understand how your projects are performing using real data from the project health report.
  • Generate client updates: You choose the clients and projects to include, and Flo creates clear professional updates you can send to clients.


Use AI Teammates

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.

Understand the teammate layout

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.
AI Teammates interface showing Scout selected with Updates, Jobs, and Activity tabs visible

Run a job

  1. Open the teammate you want to use.
  2. Select the Jobs tab.
  3. Find the job you want to run, then select Run now.
  4. Select Updates to review the result after the job completes.

Review teammate outputs in Updates

The Updates tab is where your teammate shares outputs from jobs you run, such as summaries, action items, or suggested next steps.
  1. Open the teammate you want to use.
  2. Select the Updates tab.

Review job history in 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.


Manage jobs

Jobs can include controls such as an Active toggle, scheduling settings, and a job options menu so you can decide when jobs run and what they include. You remain in control of when and how jobs run.
  • Active toggle: Turning a job off hides it from your view until you enable it again.
  • Scheduling indicator: Some jobs show whether they are scheduled to run automatically. Scheduled jobs run automatically based on the saved frequency and time.
  • Job options menu: Use the options menu (three dots) to access job-specific actions such as Edit settings.
Jobs tab showing Run now button, Active toggle, scheduling status, and job options menu


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).

Other job options

The job options menu can also include:
  • View activity to jump directly to job history for that job.
  • Debug information to help with troubleshooting when a job fails or produces unexpected results. Debug information is typically used by support or advanced users when troubleshooting.


Hide a teammate from your view

Each teammate can include a Teammate active toggle. Disabling a teammate only hides it for you. Job history and settings are saved.
  1. Open the teammate you want to hide.
  2. Select the teammate menu, then use the Teammate active toggle.


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