Assignments are the building blocks of your Teammate’s workload. Just like giving a task to a new hire, assigning work to a Teammate is natural, flexible, and based on intent—not rigid templates or buttons. You can do it!

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What is an Assignment?

An Assignment is a unit of work given to a Teammate. It could be:

  • A one-off task (“Draft a response to this email”)
  • A recurring responsibility (“Check for new leads every morning and assign follow-ups”)
  • A goal with open-ended execution (“Coordinate onboarding for this customer”)

Assignments don’t require code, structured prompts, or forms. They’re based on natural language and context. You can assign work however you already work—in Slack, email, comments, tickets, or directly in the dashboard.

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How to Assign Work

There are three primary ways to assign work:

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1. In Your Tools

  • Slack: @mention a Teammate and describe the task
    Example: “@Juno Can you summarize this doc and notify the team if anything looks off?”
  • Google Docs: Tag a Teammate in a comment
    Example: “Stacey, please draft a reply to this comment thread by EOD.”
  • Email: Forward or reply to an email and CC your Teammate
    Example: “Looping in AlexBot to prep the agenda.”

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2. In the Dashboard

Use the dashboard to create new assignments, track progress, review status, and provide feedback. You can:

  • Create one-time or recurring assignments
  • Attach context, files, or links
  • Review history and outputs

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3. Via Rules

Some assignments are triggered automatically based on rules (see Rules). For example:

  • “When a new row is added to this spreadsheet, assign onboarding to TaylorBot.”
  • “Every Friday, assign a weekly summary to OpsBot.”

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The Structure of an Assignment

Every assignment includes:

  • Task Description: The task you want the Teammate to complete. It can be open-ended, especially if the Teammate has a lot of context already in how you want them to work. Or it can be a very prescribed set of instructions.
  • Tasks: A list of steps that the Teammate comes up with to complete the task, and the status of each.
  • Output: The final output of the assignment, including optional output files.
  • Status: The status of the assignment

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Lifecycle of an Assignment

Once a task description and optional input files are provided, the Teammate will come up with a draft workplan to complete the task. Armed with this plan, they’ll get to work on the first task. After completing each task, they’ll assess the result and re-plan the work based on results and new information. At the end of the assignment, the Teammate will provide the final output and assess their own performance to determine if they met the goal.

You can include success criteria in the task description to help the Teammate understand if they’ve met their goal or not.

Keep experimenting with assignments—your Teammate is here to help you succeed!