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Keep AI Agents Focused: Best Practices for Scoping Triggers, Actions, and Filters đź’ˇ
TL;DR: If your AI agent is activating too often or acting outside the intended workflow, the issue is often scope, not the model. Define clear boundaries for where the agent should trigger, where it can take action, and which items it should process. Use focused trigger scope, tighter action scope, and filters like item…
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🚀 Missed our Wrike AI Agents live session? Watch the recording! 🧑‍💻
Hi Community! 🙂 Thank you to everyone who joined our recent live session on Wrike AI Agents! ✨ We had a fantastic discussion around how AI Agents can help teams automate smarter, move faster, and simplify repetitive work. If you couldn’t attend live, or want to revisit the session, you can watch the recording here: 👉…
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⏰ Happening Tomorrow: What can Wrike AI Agents do for you?
Hi everyone! 👋 Just a quick reminder - we’re going live tomorrow to show you how Wrike AI Agents can help you automate smarter and work faster. If you’ve been curious about what AI Agents can actually do (and how to use them in your workflows), this session is for you 👇 👉 Save your spot What to expect: See an AI Agent…
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🚀 Live Session: What Can Wrike AI Agents Do for You?
Hi Community! 👋 What if you could delegate repetitive work to an AI Agent that actually understands your workflow? On May 6, we’re hosting a live Wrike Essentials session where we’ll show you exactly how AI Agents work - and how you can start using them in your day-to-day processes. 👉 Save your spot Here’s what we’ll dive…
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Help Us Shape Our Next AI Agents Live Session 🙋
Hi everyone! 👋 Exciting news - we’re currently preparing an upcoming session on Wrike AI Agents (date coming soon!), and we’d love your input while we’re still in prep mode! If you could automate one part of your work with AI Agents, what would it be? Which of these would be most valuable for you to see in action: Turning…
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🤖 A Reliable Way to Give Your AI Agents Date Awareness
TL;DR: If your agent needs to react to dates like “overdue,” “due within 3 days,” or “opened more than 14 days ago,” don’t ask it to calculate from date strings in the prompt. That’s unreliable. Instead, create a Formula custom field such as Due Date - Today, set the format to Number, and let the agent compare the…
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Wrike AI agents making constant mistakes
I built a simple agent to copy start dates and due dates to dedicated custom fields when a new item is created. This is in order to investigate timeline planning vs execution. As automation does not allow copying values, I built an agent. It was frustrating to see that the agent occasionally invented values instead of…
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Project Health Monitor Agent
TL;DR: This pair of chained Wrike AI agents continuously monitors project health by recursively walking the full project hierarchy each week, evaluating overdue tasks, over-budget subtasks, and at-risk milestones, and writing a single Project Health field (Green / Yellow / Red) on each project. When a project flips to Red,…
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🚀 Join Our Live Wrike AI Session: See What AI Agents Can Do
TL;DR: Join us on May 6 at 9:00 AM PST for a live Wrike Essentials session where we’ll walk through how Wrike AI Agents work, build one live, explore prompt examples from the AI Agent Library, and answer your questions in real time. Hi everyone! 👋 Curious about how Wrike AI Agents can support your everyday work? We’re…
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✔️ AI Agents April Update: Closing the Workflow Loop
TL;DR: Agents can now start approval flows (with user-chip approvers), send email through Gmail and Outlook, and act on the sub-items of a newly created project or folder for blueprint kickoff workflows. Plus: a limited-time free-access code for the Wrike AI Elite Mastery certification ($299 value) details below. Featured…