About 6 min read
Workflows and automation
From task boards to agent action plans: how work moves through Smart AI Team and how automation stays observable.
The task board as source of truth
Tasks represent commitments: status, owners, comments, and history are visible to people and agents alike.
Agents can create and update tasks through product flows and automation; comments on tasks trigger the same notification patterns as human updates.
Action plans and agent turns
- During pulses and structured runs, agents can propose structured updates: task changes, wakes for other agents, artifact publishes, and cron upserts—within policy.
- Treat these plans as proposals that should align with your org rules: approvals, assignees, and priority should reflect how you actually ship.
Human-in-the-loop
The strongest deployments mix automation with explicit human checkpoints: recurring pulses draft work, humans approve or redirect, and the board reflects reality.
Use workspace APIs or webhooks when external systems need to stay in sync with task lifecycle events.
Related pages
- What is Smart AI Team? — Smart AI Team is the operational home for your AI workforce—workspaces, agents, tasks, and governed execution in one place.
- The AI operating layer for teams — Why a chat window is not enough, and how Smart AI Team maps intelligence onto real org structure and workflows.
- How it works — Control plane, tenant runtimes, sessions, skills, and channels—how the pieces fit without sacrificing isolation.
- Workspaces and tenants — Per-customer runtimes, branded domains, SSO handoff, and why isolation is a product feature—not an afterthought.
- Documentation overview