> ## Documentation Index
> Fetch the complete documentation index at: https://help.getatelier.design/llms.txt
> Use this file to discover all available pages before exploring further.

# What the assistant can do

> Choose AI Chat, the task-based AI teammate or the Claude connector for the work you want to do.

Atelier's assistant works with records in your studio. Its available tools depend on where you use it and which page is open.

Start with [Use AI Chat across Atelier](/ai/get-started-with-ai-chat) for page context, attachments and reviewing results.

## Choose the right assistant

| Work | AI Chat in Atelier | External Claude / MCP connector |
| - | - | - |
| Find projects, tasks, products, clients and vendors | Yes | Yes |
| Create and update supported project, task and directory records | Yes | Yes |
| Create schedules, add products and update supported row fields | Yes | Yes |
| Read pinboard items and create a public board link | Yes | Yes |
| Compose and edit the pinboard canvas | Open the pinboard first | Not in the connector's canvas tool set |
| Read or draft proposals, invoices, change orders and purchase orders | Yes; finance edits are limited to drafts | Not available |
| Start, pause, resume and stop timers | Yes | Yes |
| Plan Today, edit checklists and prepare project/meeting previews | Yes | Yes |
| Find saved project files and track vendor pricing | Yes | Yes; attachment support varies |
| Edit detailed schedule pricing/procurement fields and custom columns | Open the schedule first | Limited row fields only |
| Propose schedule-row deletion with Apply / Dismiss | Open the schedule first | Not available |

For a background pinboard draft, create a project task and assign it to the **AI teammate**. See [Build and edit a pinboard with AI](/pinboards/ai-builder).

## Workflow guides

* [Projects, tasks, Today, contacts and timers](/ai/tasks-projects-and-timers).
* [Schedule editing, pricing, paperwork and sourcing](/ai/schedules-and-sourcing).
* [Finance reading and draft preparation](/ai/finance-drafts).
* [Meetings, project files and vendor pricing](/ai/project-workflows).
* [Pinboard creation and editing](/pinboards/ai-builder).

## Find and organise work

Try requests such as:

* “Which tasks are overdue on Maple Street?”
* “Create a task to confirm the chair fabric, due Friday, and assign it to me.”
* “Add a Procurement phase to this project.”
* “Find the vendor contact for the pendant light.”
* “Start a timer for this project.”

Name the project and the intended record when there could be several matches. Check that the assistant acted on the correct one.

## Products and schedules

Ask it to search the library, import vendor product URLs, add products to a schedule or update quantity, space and supported status fields. Check imported variants, dimensions and prices against the source.

When a schedule is open, AI Chat also has schedule-specific tools for working with its content and attached documents. If it shows a proposed change with **Apply** and **Dismiss**, review the values before applying.

## Pinboards

With a board open, AI Chat can add and edit images, text and arrows; manage pages; crop, change image perspective when explicitly asked, erase and remove backgrounds; align objects; read and post item comments; and make item approval decisions when asked. It can remove board items as part of an explicit request.

These edits join the open board's editing history. See [Editor controls and shortcuts](/pinboards/editor-reference) for Undo and its limits.

## Daily briefs, meetings, files and pricing

The assistant can prepare a daily brief, organise Today, review incoming messages, prepare meeting agendas, preview follow-up tasks, save and find project files, and track vendor pricing requests. These tools are also exposed through the connector; file attachments depend on the calling assistant.

See [Daily briefs, meetings, files and vendor pricing](/ai/project-workflows) for example requests and the distinction between a preview, a saved record and a sent email. Vendor records also support categories such as Lighting, Furniture and Textiles.

## Finance

AI Chat can read supported finance documents and create or update drafts. It cannot issue documents, record payments, accept agreements or edit documents outside draft status.

For example: “Draft a client invoice from the living room schedule, then tell me the line count and total.” Check the draft in **Finance** before sending it.

## Check the result

After a write, review the record and any error or incomplete-result message. An assistant's explanation is not proof that the record was saved. For unfamiliar workflows, ask for a read-only explanation first.

See [What the assistant won't do](/ai/what-the-assistant-wont-do), [AI credits](/ai/credits) and [Use this help center with AI](/ai/using-the-help-center).


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