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Use Work on this with AI

Work on this with AI opens a fresh conversation with the current record already inserted as an entity mention.

Work on this with AI opens a fresh conversation with the current record already inserted as an entity mention. The assistant can inspect that record without you copying its name or ID into the prompt.

Use Work on this with AI in FormistUse Work on this with AI in Formist

Start from a detail dialog

  1. Save any manual changes that should be part of the record first.
  2. Select Work on this with AI.
  3. Add the outcome you want, such as updating a status, rewriting a description, or preparing follow-up work.
  4. The assistant may still create a Proposal to review before it changes space data. For a long text field that is open in this dialog, its edits show up as suggestions inside that field instead: accept, decline, or accept all without leaving the record.

The inserted mention stays within the draft composer. Removing it and closing the AI pane clears that unsent context; opening the pane later should not restore a stale mention.

The assistant follows your current role. A Viewer can ask about visible information but cannot use AI to bypass write or approval restrictions.

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