Work With Your Workmate
TL;DR
Start a Workmate by mentioning it in an item’s comment with your request, or assigning the item to it. Attach any needed documents first. It can assess project risks, turn meeting notes into assigned work, and propose project plans. Nothing is created or changed without your approval; when a decision is needed, it asks rather than guesses. Mention it again in your reply to resume the job.
| Availability: Business, Pinnacle, Apex. ; Unavailability: Free, Team; |
Note
This is an experimental feature released in Wrike Labs. It is subject to change and may not be available to all users.
Overview
You start a Workmate the way you would ask a colleague: mention it in a comment on the item the work is about, or assign that item to it. Anyone who can comment on an item can mention it - this is not an admin task.
How to Start a Job
Open the item the work is about. If the job needs a document - a transcript, a brief - attach it to that item first.
Mention your Workmate in a comment, and say what you want in the same comment.
Your Workmate replies within a minute to confirm it has picked the job up.
It reads the item, its related items, and the project's history, then answers in the same thread.
Note
Assigning a work item to your Workmate starts it as well. The item's title and description become the ask, so write what you want in the description before you assign it.
What You Can Ask For
Within its scope, a Workmate can do what a colleague with the same user type could do: create work items, write comments, assign work, and change fields. It reaches your account through the Wrike MCP server, and that documentation lists everything the connection can read and change. What you ask for is up to you. Here are some examples:
"Give me a risk assessment on this project. What's at risk and why?" You get back an overall analysis, each risk with the evidence behind it and a link to the item it came from, what it suggests doing about each one, and a list of the things it could not check.
"Turn this meeting into work: what was decided, who took what, and what needs a decision." Attach the transcript or notes first. You get back the decisions in the room's own words and the follow-up work, assigned to the people who took it on.
"Turn this request into a project we can run. Show me the shape before you create anything, and tell me what is missing." Attach the brief first. You get back the project structure it proposes, what it added that the brief did not ask for, and what the brief leaves unanswered.
Tip
Ask it to show you its proposal before it creates anything. A Workmate does this well, and it is the fastest way to learn how it reasons within your account.
When Your Workmate Needs a Decision
Give your Workmate a clear instruction and it carries it out, then tells you what it did.
Give it one with a real choice inside it and it stops before acting. It shows you the options, says which it recommends and why, and waits for your answer in the same comment thread. Reply in that thread and mention your Workmate again in the reply, and it continues from there.
Important
Your Workmate is triggered by a mention. A reply without one leaves the job waiting.
Nothing is created or changed until you have seen it and said yes. The moment your Workmate's next step depends on something only you know - which of two dates in a brief is the real one, whether the person who was volunteered for a task has agreed - it asks instead of guessing.
What's Next?
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