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Business plan and above. Part of the AI Assistant module — enable it under Settings → Modules.
An AI Teammate is an agent you set up once to do one recurring job: write the standup, watch delivery risk, triage new tasks, draft the weekly client update. You decide what it does, which tools and projects it may touch, when it runs, and how far it may act without a person. Find them under AI Teammates in the sidebar, or Settings → AI.

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Start from a template

Standup writer

Weekdays at 09:00 · Read-only. Posts what moved and what’s planned, blockers first.

Delivery watchdog

Daily at 08:30 · Read-only. Reports projects that are at risk or got worse.

Triage agent

When a task is created · Ask before writes. Sets priority and suggests an owner.

Client update drafter

Fridays at 16:00 · Ask before writes. Drafts a client-safe weekly update as a note.
Picking a template only pre-fills the form — everything stays editable.

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Setting one up

1

Open AI Teammates

Go to AI Teammates in the sidebar (or Settings → AI → New teammate) and choose a template or Blank.
2

Describe the job

What should it do each run? is the question it answers every time it runs. Standing instructions set tone, format and rules it always follows.
3

Choose when it runs

On demand, On a schedule (daily, weekdays, or one day a week, at a time in your timezone), or When something happens — a task is created, assigned, changes status or priority, or becomes overdue.
4

Set its autonomy

See Autonomy below.
5

Limit its reach

Leave Everything the workspace allows on, or pick the exact capabilities it may use. Optionally limit it to certain projects, and choose who else gets its reports.

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Autonomy

A run you start with Run now never applies changes automatically — you review the proposal yourself, whatever the autonomy level.

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Runs, reports and approvals

Every run is recorded in the teammate’s Run history: what triggered it, the steps it took, what it found or changed, and the credits it used.
  • Reports arrive in your Inbox as AI Teammate notifications. Turn them on or off under Settings → Notifications → AI Teammates.
  • Proposed changes show Needs approval in the run history — open the teammate and choose Approve or Reject. Approvals go to the person the run acted as.

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Talking to a teammate

On the Agent page, use the picker at the top left to choose a teammate. Your conversation then follows its instructions, tool list and limits. Writes still show you a preview before anything changes.

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Who can do what

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Safeguards

  • Your permissions, never more. Scheduled and event runs act as the person who set the teammate up; Run now acts as whoever pressed it.
  • No loops. Changes a teammate makes never wake other teammates.
  • Rate limited. An event-driven teammate runs at most 30 times an hour.
  • Stops when its owner leaves. If its owner is removed from the workspace, the teammate switches itself off.
  • Workspace AI policy still applies — see AI Assistant.

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Credits

Each run uses AI credits like any other agent question, and the run history shows what each one cost. Every lookup the agent makes before answering is a separate step, so a run that investigates costs more than one that answers directly. If credits run out, the run stops and the teammate’s owner is notified.
Scheduled and event-driven teammates need your workspace’s background jobs running. On Worksynk Cloud this is handled for you.