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WorkMate OS

Help Center

Guides and answers for every WorkMate OS module and report.

Home & Command Center

Your workspace is where WorkMate shows you everything happening in your business at a glance. Three screens work together to keep you informed and in control.

What It Is​

The Home & Command Center is your operations dashboard. Instead of checking email, calendar, tasks, and multiple apps, one place shows you:

  • What your agents are doing right now — which WorkMates are active and what stage they're at
  • What needs your input — questions waiting for answers, ideas ready to review, outputs waiting for approval
  • What finished today — verified results from completed work
  • What's stuck — tasks that stopped moving and need your attention

Key Screens​

1. Home Screen​

Your first look when you log in. At a glance:

  • Active agents: How many WorkMates are working together right now
  • Questions waiting: Items your WorkMates need you to answer (improves your Brain and future recommendations)
  • Handoffs active: How many agents are collaborating on tasks without cluttering your inbox
  • Ideas to review: Agent suggestions you can move forward, expand, or dismiss
  • Output reviews: Finished drafts waiting for your decision

The Home screen shows mission progress cards for each active task, plus an action rail on the right with quick access to your Inbox, Ideas, and Approvals.

2. Today's Operating Floor​

This screen gives you a detailed view of what's running, what's waiting, and what's stuck:

  • Running missions: Work actively moving forward
  • Finished missions: Completed, verified work from today
  • Stalled missions: Work that stopped moving (even if no error message appeared)
  • Waiting on you: Tasks blocked by something you need to do — answer a question, approve, or provide information
  • Verified outcomes: Count of completed results by type (emails, documents, social posts, etc.)

The floor shows when each mission last moved, so you can spot stuck work quickly.

3. Daily Summary​

A short morning briefing that collects what happened yesterday and what needs attention today from:

  • Inbox: New messages from WorkMates and team
  • Calendar: Today's upcoming events and meetings
  • Tasks: Overdue items and what's due today
  • Brain updates: New knowledge or changes to your workspace knowledge base
  • Finance: Financial updates and summaries (if enabled)
  • Social approvals: Pending social media posts or responses waiting for your review

You choose which data sources to include when you set up your briefing. Once configured, it runs every morning automatically.

Common Tasks​

Check what WorkMates need from you​

  1. Go to Home or Today's Operating Floor
  2. Look for items in the "Waiting on you" section
  3. They'll tell you exactly what they need — an answer, approval, or information
  4. Provide what's needed to get work moving again

Review and move forward an idea​

  1. From Home, find the action card showing ideas waiting
  2. Click to go to Ideas
  3. Review the suggestion and choose: Move forward (turn it into work), expand it, or dismiss it

Approve finished work​

  1. Look for the "Output reviews waiting" card on Home
  2. Click to go to Approvals
  3. Review each draft and approve, request changes, or block as needed

See what finished today​

Go to Today's Operating Floor and scroll to "Finished missions." You'll see counts of verified results by type — emails, documents, social posts, and more.

Set up your Daily Summary​

  1. Open your workspace and navigate to the Daily Summary setup screen
  2. Follow the setup flow to choose which data sources you want included
  3. Grant permissions for WorkMate to read your inbox, calendar, and tasks
  4. Your briefing will be ready the next morning

Tips​

  • Check Home first thing: It's the fastest way to see what's happening and what needs you
  • Answer questions quickly: When WorkMates are waiting for input, answering fast keeps work moving
  • Use the action rail: The four cards on the right (Questions, Handoffs, Ideas, Reviews) are shortcuts — click any to dive deeper
  • The Floor is for detail: When you need to understand exactly what's stuck or stalled, go to Today's Operating Floor
  • Daily Summary saves time: Let your morning briefing catch you up instead of opening multiple apps

Your workspace keeps you focused on what matters and moves work forward faster.