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Workspace guides

Make something useful with Workspace.

Step-by-step guides to Projects, source verification, CSV cleanup, reusable Agents, private Apps, cloud browsers, and recurring work. Try a worked example and check your result.

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Projects and files

A PRACTICAL GUIDE

Your rough notes. A report worth sending.

Create a client report from meeting notes and Project files. Review progress, decisions, blockers, and next steps before downloading or sharing.

Explore
A PRACTICAL GUIDE

Use your Google files. Keep the context.

Connect selected Google files to Workspace, edit Docs and Sheets from a Session, and save Project copies. Understand experimental access and copy limits.

Explore
A PRACTICAL GUIDE

Keep the video. Find the moment that matters.

Save videos in Workspace, create timestamped transcripts and visual observations, and export summaries or subtitles. Compare Free, Lite, Pro, Business, and Business Pro limits.

Explore
A PRACTICAL GUIDE

Give your Project a source of truth.

Organize AI Project files with clear versions, source notes, and review rules. Prevent stale inputs from becoming confident answers in later Sessions.

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A PRACTICAL GUIDE

Find what changed and why it matters.

Compare two document versions with source locations, material-change categories, and unresolved questions. Review a fictional project-scope example.

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A PRACTICAL GUIDE

Keep the result and the context needed to trust it.

Choose Project files, Bookmarks, Wiki articles, or reusable Agents for finished AI work. Preserve sources, limits, and refresh rules for the next task.

Explore
A PRACTICAL GUIDE

Build an RFP response from approved evidence.

Use Clanker Workspace to map an RFP to approved evidence, draft supported answers, and list gaps. Keep commitments and final submission with your reviewer.

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A PRACTICAL GUIDE

Turn a closed deal into a clear delivery brief.

Prepare a sales-to-delivery handoff from approved scope and discovery notes. Separate commitments, assumptions, dependencies, and questions in Clanker Workspace.

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A PRACTICAL GUIDE

Give the next support owner the whole picture.

Turn a support thread and approved notes into an escalation brief. Preserve the timeline, attempted fixes, missing evidence, and next owner for review.

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Agents and access

A PRACTICAL GUIDE

One familiar job. Your own specialist.

Create a reusable AI Agent with instructions, reference files, Skills, and selected Tools. Test it on a real example before reusing or sharing.

Explore
A PRACTICAL GUIDE

Write instructions your Agent can prove it followed.

Write and test AI Agent instructions using input rules, output criteria, exceptions, and known examples. Separate reusable methods from changing Project facts.

Explore
A PRACTICAL GUIDE

Give an Agent the right knowledge, method, and operations.

Understand how Agent knowledge, Skills, and Tools work together. Configure a proposal-review specialist and diagnose missing context or unnecessary access.

Explore
A PRACTICAL GUIDE

Choose approvals around the actions you intend.

Choose Workspace approval settings by action scope. Review Agent capabilities, test changes, and separate Session approvals from unattended worker access.

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A PRACTICAL GUIDE

Choose an AI workspace with a task you can judge.

Evaluate an AI workspace using the same files, correction, missing-data test, and handoff. Check source accuracy, output quality, access, repeatability, and usage.

Explore
A PRACTICAL GUIDE

Keep Claude. Give the work a home.

Give Claude a Workspace for project files, research, and saved deliverables. Connect through MCP, try a source-based task, and watch the work in Clanker Sessions.

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A PRACTICAL GUIDE

Keep ChatGPT. Build on the work.

Connect ChatGPT to Clanker Workspace for project files, saved reports, and visible tasks. Set up the MCP plugin, prepare a client update, and keep a useful handoff.

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Research and data

Apps and sharing

Recurring work

Computer work