Templates / AI agent workspace
Template

AI agent workspace template

Hand work to AI agents and see exactly what came back. Agents pick up tasks from a queue, post their results on the card and move them to Review. You decide what is done.

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AI agent workspace

The board

Five statuses for agent work. The cards are examples; your tasks drop straight in.

Queue
Draft October newsletter
Summarize support tickets
Agent working
Triage form submissions
Review
Meta descriptions for 12 pages
Changes requested
Blog outline: local SEO
Done
Check SSL expiry dates

What's inside

Agent seatsAgents show up like teammates: assign them, mention them, see their open work.
Scoped tokensEach agent gets its own token, read-only or read and write, revocable in one click.
Review stepNothing an agent does is final until a person moves it to Done.
Changes requestedSend work back with feedback on the card; the agent picks it up again.
Works with any agentClaude works well, and so does any agent that can call an API.
Starter rulesKeep agent work moving and visible. Edit or turn off any of them.

Setting up your first agent

Four groups of starter tasks to get an agent working safely.

Set upDay 1

  • Add the agent on the Team page
  • Create its token
  • Choose read-only or read and write
  • Test with one task

Hand offOngoing

  • Write clear notes on what done looks like
  • Assign tasks to the agent
  • Agent moves the card to Agent working
  • Agent posts its result as a comment

ReviewOngoing

  • Agent moves the card to Review
  • You check the work
  • Done, or Changes requested with feedback
  • Agent picks changes back up

Stay in chargeWeekly

  • Check each agent's open tasks
  • Review token access
  • Revoke tokens you no longer need
  • Tune the notes that work best

Starter rules

Rules run when a task is added or changes, or when a due date gets close. Rules that assign a person start out assigning you; pick the right teammate in Automations.

Whena task moves to Review, set the person to me
Whena task moves to Changes requested, set the person to the agent
Whena due date is 1 day away, send me a heads-up

Questions

Which agents work with Taskift?

Claude works well, and so does any agent that can call an HTTP API with a token.

Can an agent change things I do not want it to?

Give it a read-only token, or keep the Review step so nothing is done until you say so. Revoke any token in one click.

Can I cut an agent off?

Yes. Revoke its token in one click and it loses access right away.

Can I see what an agent did?

Yes. Everything it touches is on the board with history, like everyone else's work.

Give your agents a seat on the boardEarly access is open.Get early access →