Productive

Everything you need to know about Productive AI.

Productive AI

Productive AI improves your work through OpenAI. Enable it in your Settings and find our more in Productive's Trust Center.

Productive AI: General Information

Start with the AI Assistant, build Skills for repeated tasks, and delegate ongoing work to Agents.

Productive AI: A Practical Guide

Learn prompting and instruction-writing techniques to get better results from Productive AI — in chat, with Skills, and with Agents.

Productive AI: Prompting and Instructions

Information about Productive AI, including availability, usage limits, data handling, and organizational controls.

Learn how Productive AI Assistant works, what it can do, and how AI agents help you generate reports, manage work, and build automations.

Productive's AI Assistant

Learn how to access the AI Assistant, start chats, use context and references, and understand how the Assistant interprets your requests.

Working With Productive’s AI Assistant

Use Productive AI in Slack to summarize threads, create tasks, and retrieve information without leaving Slack.

Productive AI in Slack

Get an instant summary of your projects and deal pipelines using the AI Assistant.

Summarize With AI Assistant

Learn what artifacts are, how to generate them, and how to export and reuse them consistently.

Productive Artifacts

Guides for using the AI Assistant to ask questions, take action, and work with projects, reports, and automations through natural language.

AI Assistant

Learn what AI Agents are, how they differ from the AI Assistant, and what they can do inside Productive.

AI Agents: Overview

Learn what AI Agents are, how they differ from the AI Assistant, how to set them up, and how to put them to work in Productive.

Setting Up and Managing AI Agents

Set up triggers so an AI Agent runs on its own — on a schedule or when a user makes an action.

Setting Up Triggers for AI Agents (Beta)

Learn three ways to work with AI Agents in Productive, with example Agents to help you get started.

Working With AI Agents

Set up and manage autonomous AI workers that take action inside Productive on a schedule or trigger, without manual prompting.

Agents 

Skills are reusable instruction sets that tell Productive's AI how to behave. Use them in the AI Assistant or assign them to agents.

What Are Skills?

Learn how to create, edit, share, and delete skills in Productive — from scratch or using a built-in template.

How to Create and Manage Skills

Tips, techniques, and practical examples for getting the most out of skills in Productive.

Working With Skills

Guides for building and managing Skills that give Assistant and Agents specialized instructions for handling recurring tasks consistently.

Skills

Automatically record your video meetings, get a transcript, and receive AI-generated meeting notes: all stored inside Productive.

Productive Notetaker

Step-by-step guide to sending the Productive Notetaker to your meeting and tracking the recording.

How to Record a Meeting with Productive Notetaker

How to find and review your meeting recording, transcript, and AI-generated notes after Productive Notetaker finishes processing.

Viewing Meeting Recordings, Transcripts, and Notes

Automatically capture and summarize meetings so your team stays aligned without manual note-taking.

Notetaker 

Connect Claude to your Productive workspace via MCP and access and manage your projects, tasks, time tracking, finances, and more directly from your conversations.

MCP Server

Use Connectors to connect the AI Assistant to external apps and services via MCP.

Connectors

Connect Productive to external AI tools and workflows using the Model Context Protocol.

Productive's AI in Docs improves writing, simplifies language, generates summaries and action items, allowing you to work more efficiently.

Productive AI in Docs

Make use of Productive AI's task filters for smarter, more efficient task management with AI-driven queries.

Productive AI in Filters

Use Productive AI to generate quick task and feed summaries, helping you stay informed without reading through every comment.

Productive AI in Task Summaries

Productive AI automatically fills expense details from uploaded PDFs or image files, saving time on data entry and minimizing errors.

Productive AI: Autofilling Expenses

Learn about the file types and size limits that ensure accurate autofill functionality for Productive AI's Expense Details feature.

Supported Formats for Autofill Expenses

Use Productive AI to generate quick, comprehensive summaries of your deals, helping you retrace every step without manually reviewing all updates.

AI for Deal Summaries

Let Productive AI help you build reports. Just describe the data you need, and AI will generate a report with relevant fields and filters.

Using Productive AI to Generate Reports

Search across tasks, projects, docs, and more by describing what you're looking for.

Using AI Search in Productive

Use AI to automatically convert your Google or Outlook calendar events into time entries directly from the Calendar view in My Time.

Converting Calendar Events to Time Entries with AI

Create, edit, duplicate, delete, and approve time entries using the AI Assistant or AI Agents: just describe what you need in plain language.

Using AI to Manage Time Entries

Learn where AI features appear across Productive and how they support specific workflows like docs, reports, expenses, and summaries.

AI Across Productive

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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