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A board is a structured workspace for organizing tasks through stages. Boards become powerful when you assign AI agents to them — the agent picks up queued tasks, executes the work, and moves tasks through the pipeline automatically.

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What boards are for

Boards work well for any process where tasks move through defined stages:

Fundraising pipeline

Track investor conversations from first intro to term sheet

Sales pipeline

Follow deals from discovery through negotiation to close

Research queue

Queue contacts for an agent to research and enrich

Outreach pipeline

Manage outreach from drafting to sent to replied

Recruiting

Track candidates from sourcing through offer and onboarding

Partnership development

Coordinate outreach, due diligence, and agreement stages

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Creating a board

1

Open Boards

Click Boards in the sidebar.
2

Create a new board

Click New Board. Enter a name and an optional objective that describes the board’s purpose. The objective gives assigned agents context about what the board is for.
3

Assign an agent (optional)

Assign an AI agent to the board so it can automatically process tasks. See Agents for setup.
4

Start adding tasks

Click New Task to add tasks, or assign existing tasks to this board from the task detail panel.

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Board columns

Every board uses five stages:

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How tasks work on boards

Tasks on a board behave like cards on a kanban. You can:
  • Drag cards between columns to update status
  • Click a card to open the task detail panel with all fields, notes, and history
  • Filter by tag using the tag bar above the board
  • Create tasks directly on the board with the + button at the bottom of any column
Each task on a board has a title, priority, due date, linked contact, tags, and notes. See Tasks for the full breakdown.

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AI agents on boards

This is where boards go beyond a simple kanban. When you assign an AI agent to a board:
  1. The agent monitors the Queued column on its heartbeat schedule
  2. It picks up tasks, reads the task details and linked contact context
  3. It executes the work — researching, drafting, summarizing, or whatever its skills allow
  4. It moves completed tasks to Done or Review if human approval is needed
Active agents appear as buttons below the board header with a status indicator (green = active, yellow = provisioning, red = error). Click an agent to open its detail page.

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Board lead

An agent can be designated as the Board Lead, giving it primary responsibility for the board’s tasks. The board lead takes priority when multiple agents are assigned.

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Approvals

Some tasks may require human approval before an agent proceeds. Click Approvals in the board header to see pending approval requests and resolve them.

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Memory

Click Memory in the board header to view context your AI agents have stored for this board. Memory helps agents make better decisions by retaining information across tasks.

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Views

Switch between display modes using the view toggle:
The default view. Tasks as cards in columns. Drag and drop to move between stages.

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Board types

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Board settings

Click Settings in the board header to update the board’s name, objective, and agent assignments.

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Workflow rules

Boards support 5 configurable workflow rules:

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Custom fields

Create custom field definitions scoped to the board. Supported types: text, long text, integer, decimal, boolean, date, datetime, URL, and JSON. Custom field values are set per task and appear in the task detail panel.

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Approvals detail

Each approval request includes: action type, status (pending/approved/rejected), a confidence percentage, rubric scores (scored evaluation criteria), the action payload, and agent attribution. Users can approve or reject from the Approvals panel with color-coded confidence badges.

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Memory detail

Board memory is a persistent store of observations, decisions, and context. Entries have content, tags, source, and authorship tracking. Both users and agents can add entries — designed for retaining context across sessions so agents make better-informed decisions over time.