The Workspace is your central place for notes, tasks and planning, seamlessly connected to GENI. Everything you capture and everything your assistant does for you comes together here.
You will find the Workspace in the dashboard sidebar, under Workspace.
What can you do with it?
The Workspace has three tabs:
| Tab | For |
|---|---|
| Notes | Quickly capture anything: text, with folders and tags, searchable |
| To-dos | To-do lists with priority and due date, check them off, plus tasks GENI suggests |
| Timeline | A view over time of your tasks, reminders and what GENI publishes and schedules |
Notes
Capture what you do not want to forget, all in one place. Type a note in the quick capture bar at the top, or open a note for the full editor with a title, tags and a folder.
- Folders , organize notes per project or topic.
- Tags , label notes so you find them back easily.
- Search , search through titles, content and tags.
- Pin , keep important notes at the top.
- Discuss with GENI , send a note to the chat in one click to work on it together.
You can also save any assistant message as a note in one click (the notebook icon under a message).
To-dos
To-dos are checkable tasks, separate from scheduled Automations. Each task has a priority (low, normal, high) and an optional due date.
- Quickly add a task with the input bar at the top.
- Check tasks off when they are done.
- Under Suggested by GENI you will find tasks your assistant staged for you, which you accept or dismiss.
GENI and your workspace
GENI knows your open tasks and reminders and can manage your workspace from the chat. For example, ask:
- "Save a note about the call with the supplier."
- "Add a task: call the bank, tomorrow, high priority."
- "Where did I write something about the new website?"
- "Turn these loose ideas into a plan." , GENI stages a prioritized task plan that you approve.
Let GENI suggest tasks automatically
In Settings you can enable GENI to detect action items from your conversations and stage them as suggested tasks in your workspace. This option is off by default, you stay in control and always approve suggested tasks yourself.
Smart features (from Starter)
The Workspace has an AI layer that helps you capture and find things faster:
- Semantic search , search by meaning, not just exact words. Type a question in the search bar (or ask GENI) and you find the right note even without the same words.
- Similar notes , inside an open note you automatically see earlier notes that relate to it.
- AI tags , let GENI suggest fitting tags based on the content, in one click.
- Voice notes , speak your note; GENI transcribes it and saves it straight to your workspace.
What it costs
Notes and tasks are free on every plan. The AI features (semantic search, AI tags, voice notes and GENI driving your workspace) are available from Starter. Voice notes cost a small number of credits per recording; search and tags are included.