FAQ
Questions, answered.
Everything teams ask before they roll out Workplace. Project management, integrations, privacy, and how the AI actually works.
About Workplace
What is Workplace?
Workplace is an AI notetaker that runs project management for you. It joins your meetings, reads your team chat, and keeps a live project dashboard up to date in the background. You steer it via chat. You can correct it, add things it missed, and upload notes from offsite meetings it didn't attend.
Who is Workplace built for?
Project managers, program managers, engineering managers, founders, and team leads. Anyone running multiple projects across multiple teams who is tired of being the human integration layer between meetings, chat, and a project tool nobody updates.
How is this different from a regular project management tool?
Most project tools die within weeks because the work to keep them current is exhausting. Workplace removes the maintenance burden. Instead of typing updates into forms, you let the AI listen to the work you are already doing, then review and steer what it captured.
How long until I see value?
Most teams see their first auto generated project the day they connect their meetings and chat. By the end of week one, projects keep themselves up to date in the background.
Project management
Does Workplace replace my project management tool?
It can do either. If you already use Asana, Linear, Jira, ClickUp, Monday, or something similar, Workplace runs alongside it and surfaces the project health, context, and real time changes those tools usually miss. If you do not have project software, or it is not kept up to date, Workplace becomes the central place to manage projects, tasks, meetings, and updates.
How does Workplace know what belongs to which project?
It listens to the meetings and conversations your team is already having. It identifies the project being discussed, extracts decisions, risks, and to dos, and assigns them to the right people. Every signal is sourced back to the meeting or message it came from so you can always trace why something landed where it did.
Who owns the action items it pulls out?
Workplace assigns owners based on who committed to the work in the meeting or thread. You can reassign, add new owners, or close items directly in the dashboard. The AI keeps an audit trail of every change.
Can I correct or override what the AI captured?
Yes. You can edit any project, task, decision, or status update. You can also chat with the AI in plain English to make changes, add context, or kick off a new project. Your edits become the new source of truth.
Can we upload notes from meetings the AI did not attend?
Yes. Paste in notes from offsite meetings, customer calls, or any thread the AI was not part of. It folds them into the right project and updates the dashboard.
Does Workplace handle status updates and stakeholder reports?
Yes. It generates weekly rollups, executive summaries, and per project status updates from the underlying signals. You review, edit if needed, and ship.
Integrations
Which tools does Workplace integrate with?
Slack, Microsoft Teams, Zoom, Google Meet, Gmail, Outlook, Google Calendar, and Microsoft 365 Calendar. Setup takes a couple of minutes per integration. More integrations are on the roadmap.
How does the Zoom integration work?
Once connected, Workplace can join your scheduled Zoom meetings as an AI notetaker, transcribe the conversation, and extract projects, decisions, and action items. You choose which meetings it attends. You can also drop in recordings or transcripts after the fact.
How does the Microsoft Teams integration work?
Workplace plugs into Microsoft Teams for both meetings and chat. It can join Teams meetings to take notes, and it can read the channels and DMs you give it access to so project context from chat lands in the right place on your dashboard.
How does the Slack integration work?
Workplace reads the Slack channels you connect, picks up project signals from threads, and adds them to the right project automatically. You decide which channels are in scope. Private channels and DMs are never accessed unless you explicitly grant access.
Does Workplace work with Google Meet?
Yes. Workplace can join Google Meet calls as an AI notetaker, transcribe, and extract structured project signals the same way it does for Zoom and Teams.
Will my team have to change how they work?
No. That is the point. Workplace listens to the work your team already does in the tools they already use. Nothing about how anyone meets or messages changes.
Privacy and data control
Is my company data safe?
Yes. You control which meetings, channels, calendars, and inboxes Workplace can access. Anything you do not connect, Workplace never sees. All data is encrypted in transit and at rest.
Can I keep certain meetings or channels private?
Yes. You decide what gets ingested at the meeting, channel, and inbox level. Anything marked off limits stays off limits. You can revoke access at any time and Workplace stops ingesting immediately.
What can Workplace actually see?
Workplace can only see what the connecting user has approved. When someone connects Slack, Teams, or a calendar account, Workplace can see the same channels, meetings, and threads that person can already see. Nothing outside of their existing access.
Does Workplace train AI models on our data?
No. Workplace does not train its AI models on customer data. Your data is used only to generate the dashboard, projects, and insights for your team.
What happens to our data if we stop using Workplace?
If you stop using Workplace, your data is deleted according to our documented data handling and deletion practices. You can also request export or deletion at any time while you are a customer.
Security and compliance
What security practices does Workplace follow?
Workplace runs a formal security program covering access controls, encryption, monitoring, incident response, and secure development practices. Data is encrypted in transit with TLS and at rest with industry standard encryption.
Where is customer data stored?
Customer data is stored with major cloud providers in North America. Specific details are available in our Trust Center for procurement and security review teams.
Does Workplace use third party subprocessors?
Yes. Like most modern SaaS platforms, Workplace relies on a small set of vetted subprocessors for infrastructure, transcription, and AI services. The current list is available on request.
How does Workplace handle security incidents?
Workplace has defined processes for detecting, responding to, and remediating security incidents, including customer notification when applicable. Details are in our Trust Center.
Can my security and procurement team review your documentation?
Yes. Reach out and we will share security documentation, policy explanations, and compliance materials through our Trust Center.
AI and how it works
What kind of AI does Workplace use?
Workplace uses frontier large language models for transcription, summarization, and project structuring, combined with a system of agents that turn raw meeting and chat content into clean project objects. We evaluate the underlying models against professional workplace communication, not consumer data.
How accurate is it?
It is good enough that most teams trust the dashboard out of the gate, and it gets better as you correct edge cases. Every captured item is sourced back to the underlying meeting or message so you can verify anything you want to verify.
Can the AI make mistakes?
Yes. It is software. It can mishear, misattribute, or miss a nuance. That is why every signal is traceable to the source, and why you can edit anything in the dashboard or correct it via chat. Treat it like a very fast junior project manager you are reviewing.
Pricing and getting started
How do I start?
Pick a plan on workplace.io, connect a meeting tool or chat platform, and the dashboard fills in within a day. Most teams have their first auto generated project on day one. Founder pricing (50% off forever with code FOUNDER) is currently live.
How much does it cost?
Plans start at $49 per month for a single user and scale up to team and enterprise tiers. Full pricing, included integrations, and seat counts are on the pricing section of the home page.
Do you offer demos for larger teams?
Yes. You can book a live walkthrough with the team via the demo link in the nav. We will show you how it works on a real project and answer security or rollout questions on the call.
Still have a question?
Book a live walkthrough or start for free and try it on a real project this week.