Tasks & Projects

Add a "Next Steps" Widget

Place a Next Task block on the welcome page so visitors always see their most immediate action item.

AI Agent Prompt

Add a Next Task block to the welcome page. Link it to the existing action plan in this space. Use the "bold" color style and sort tasks by order.

What the AI creates

The AI adds a Next Task block that always shows the most immediate open task. It updates automatically as tasks are completed.

Pro Tip

Place this on your welcome page so it's the first thing visitors see. Drives action on every visit.

More AI Agent Use Cases

Wrap Up a Completed Onboarding

Onboarding done? The AI marks remaining admin tasks as complete, posts a congratulations message with next steps and support info, drafts a handoff email, and archives the space – clean close-out in one prompt.

MCP

Post a Progress Update to the Space

AI summarizes what's been completed and what's coming up next, posts it as a comment in the space, and drafts a notification email – so the customer gets nudged back into the space without you writing a word.

MCP

Reschedule Slipping Tasks

Timeline slipping? Tell the AI how much time the customer needs and it shifts every open task's due date forward – one message instead of clicking through each task manually.

MCP

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