Coworker Chat use cases use-cases
Coworker Chat lets you query, analyze, and act on your Experience Platform data using natural language instead of navigating multiple UIs or writing queries manually. This page catalogs the use cases practitioners rely on most, organized by work area: data insights, audiences, journeys, foundational elements, and sandbox tooling. Each entry includes the skill it invokes, the applications it works with, and sample prompts you can copy, adapt to your own data, and refine through conversation.
NOTE
Coming soon:
New AEM agentic capabilities through CX Enterprise Coworker, built to help you do more, faster.
All eligible customers will get access to Adobe Experience Manager agentic capabilities in Coworker, on a rolling basis.
Brand Experience
Use Case
Description
Skill(s)
Application
Sample Prompts
Update AEM pages
Perform actions such as updating, removing, replacing, or adding content elements to keep experiences accurate and current. Inputs can be natural language or visual annotations like PDFs or screenshots.
aem-sites-pages-updateAdobe Experience Manager (AEM) - AEM Sites
On <URL> update the headline to Hello World
on <URL> change “Take our Coffee Quiz” button to a more engaging version
Update <URL> based on the attached
on <URL> I want to a add a new teaser section to the bottom of the page about a promotion we are running in the month of august that is buy a coffee machine and get 2 bags of coffee free. Also find image of friends drinking coffee and use that in the teaser
on <URL> change “Take our Coffee Quiz” button to a more engaging version
Update <URL> based on the attached
on <URL> I want to a add a new teaser section to the bottom of the page about a promotion we are running in the month of august that is buy a coffee machine and get 2 bags of coffee free. Also find image of friends drinking coffee and use that in the teaser
Update AEM in bulk
Perform bulk actions across multiple pages at the same time such as removing, replacing, or adding content elements to keep experiences accurate and current.
aem-sites-pages-bulkreplaceAdobe Experience Manager (AEM) - AEM Sites
on <aem path> update all pages that contain copy “MyBarista” to “BrewPass”
Go from Figma to Visual Content Fragment
Import designs directly from Figma into Adobe Experience Manager using natural language. The skill automatically creates the required content model, content fragment, assets, and visualization template, enabling business users to move from design to web-ready content in minutes without manual setup.
aem-sites-visualcontentfragments-createAdobe Experience Manager (AEM) - AEM Sites
Import from <Figma_URL>
Use Case
Description
Skill(s)
Application
Sample Prompts
Create form
Generate a new Adaptive Form from a plain-language description, an attached brief, an image, or a PDF
aem-forms-adaptiveform-createAdobe Experience Manager (AEM) - AEM Forms
“Create an employee onboarding form”
“Create a form using the attached brief (image or pdf)”
“Create a <form type> adaptive form”
“Create a form using the attached brief (image or pdf)”
“Create a <form type> adaptive form”
Edit/Update form
Modify an existing form - add/edit fields, adjust simple layout, configure submit actions, or apply changes from an attached guidelines document
aem-forms-adaptiveform-editAdobe Experience Manager (AEM) - AEM Forms
“Add Middle Name field below First Name field”
“Put First Name and Last Name fields in a 2 column layout, 50/50”
“Configure the form to send data to a REST endpoint”
“Update this form to match the attached guidelines document”
“Add <field name> field below <existing field> field”
“Put First Name and Last Name fields in a 2 column layout, 50/50”
“Configure the form to send data to a REST endpoint”
“Update this form to match the attached guidelines document”
“Add <field name> field below <existing field> field”
Add business logic
Create simple rules, such as showing or hiding a field based on another field’s value
aem-forms-adaptiveform-editAdobe Experience Manager (AEM) - AEM Forms
“Show the Company field only when Employee Type is Contractor”
“Show the <field> field only when <other field> is <value>”
“Show the <field> field only when <other field> is <value>”
Embed form
Place an existing or newly created form onto a designated AEM Sites page (supported on Edge Delivery Services pages only)
aem-forms-adaptiveform-embedAdobe Experience Manager (AEM) - AEM Forms
“Embed this form on the homepage of our site”
“Embed this form on <page path>”
“Embed this form on <page path>”
Related information
Development
Use Case
Description
Skill(s)
Application
Sample Prompts
Manage Cloud Manager pipelines
Create, run, and monitor AEM Cloud Manager pipelines, including logs, artifacts, variables, and settings
cloud-manager-pipeline-managementAdobe Experience Manager (AEM)
“List pipelines for program 12345”
“What is the status of my most recent pipeline?”
“What is the status of my most recent pipeline?”
Manage Cloud Manager environments
Create, configure, and maintain AEM Cloud Manager environments, including RDEs, environment variables, logs, and backups
cloud-manager-environment-managementAdobe Experience Manager (AEM)
“List my environments for program 12345”
“Reset my RDE”
“Reset my RDE”
Manage Cloud Manager programs
List, inspect, and delete AEM Cloud Manager programs, including their pipelines and environments
cloud-manager-program-managementAdobe Experience Manager (AEM)
“List my Cloud Manager programs”
“Get details for program 12345”
“Get details for program 12345”
Manage AEM release update schedules
Configure daily Quiet Hours and Update-Free Periods for automated maintenance, and view Adobe’s global Code-Freeze windows
cloud-manager-release-managementAdobe Experience Manager (AEM)
“What’s my current Quiet Hours window?”
“Schedule an update-free period from Dec 20 to Jan 2”
“Schedule an update-free period from Dec 20 to Jan 2”
Related information
Onboarding
Use Case
Description
Skill(s)
Application
Sample Prompts
Guided end-to-end onboarding
Orchestrates the full onboarding lifecycle, repository selection, delegation to the folder, tag, metadata, import, and search sub-skills, if you do not know the specific onboarding task that you need.
aem-onboarding-workflowAdobe Experience Manager (AEM) - AEM Assets
“Onboard our team to AEM Assets”
“Walk me through AEM DAM onboarding”
“Walk me through AEM DAM onboarding”
Design and create folder hierarchies
Recommends and creates scalable folder structures in AEM Assets (under
/content/dam) based on business needs or CSV inputs.aem-folder-managementAdobe Experience Manager (AEM) - AEM Assets
“Recommend a folder structure for our lifestyle marketing assets”
“Create folders based on this CSV file”
“Create folders based on this CSV file”
Design and create tags
Designs and creates controlled tag vocabularies under
/content/cq:tags - namespaces, hierarchical tags, and batch tag operations.aem-tag-taxonomyAdobe Experience Manager (AEM) - AEM Assets
“Design a tag taxonomy with namespaces for our product categories”
“Import tags from this CSV”
“Create these hierarchical tags in AEM”
“Import tags from this CSV”
“Create these hierarchical tags in AEM”
Create and assign metadata forms
Designs and creates custom metadata forms, the authoring UI content authors use, from a CSV, table, requirements doc, or description, then optionally assigns them to folders.
aem-metadata-formAdobe Experience Manager (AEM) - AEM Assets
“Create a metadata form from this list of fields”
“Assign this form to the
“Assign this form to the
campaigns folder”Related information
Content Advisor
Content Discovery
Use Case
Description
Skill(s)
Application
Sample Prompts
Search by semantic theme
Find assets by concept, mood, or visual theme using AI-powered semantic matching.
aem-assets-discoveryAdobe Experience Manager (AEM) - AEM Assets
“Find me morning coffee lifestyle images”
Search by custom metadata
Filter assets by custom metadata fields (for example, Coffee Blend, Brand, Roast Level).
aem-assets-discoveryAdobe Experience Manager (AEM) - AEM Assets
“Find assets where
“Get me assets whose license is not expired”
“Find me assets whose Campaign Name is not set (the property must be indexed for appropriate results).”
Coffee Blend is Morning Muse”“Get me assets whose license is not expired”
“Find me assets whose Campaign Name is not set (the property must be indexed for appropriate results).”
Search by approval status
Filter assets based on the approval status. For example, approved, in-review, rejected, or missing status.
aem-assets-discoveryAdobe Experience Manager (AEM) - AEM Assets
“Show me all approved assets in the
Campaign folder”Search by folder/path
Identify assets by interpreting natural language prompts that reference folder names in AEM. You can simply mention the folder in their prompt, without manually navigating through the repository, significantly reducing the number of clicks needed to locate the right content.
aem-assets-discoveryAdobe Experience Manager (AEM) - AEM Assets
“Are there any svgs in folder
“Show assets modified after Nov 1 2025 in folder
WKND”?“Show assets modified after Nov 1 2025 in folder
WKND”Related information
Content Optimization
Use Case
Description
Skill(s)
Application
Sample Prompts
High-resolution rendition creation and Channel-optimized renditions
Generate new renditions of an asset at a specified resolution and quality level, making it easy to prepare channel-ready variations without manual editing. You can also produce renditions tailored to platform-specific requirements, such as Instagram Stories, ensuring assets meet format, ratio, and quality guidelines automatically.
aem-assets-content-optimisationAdobe Experience Manager (AEM) - AEM Assets
“Create a
“Create a rendition for an Instagram story”
2000px rendition as JPEG with 80% quality”“Create a rendition for an Instagram story”
Branded overlays and composite generation
Apply promotional graphics, overlays, or badges to existing assets with precise placement, supporting rapid creation of campaign-ready composites.
aem-assets-content-optimisationAdobe Experience Manager (AEM) - AEM Assets
“Overlay the image with
30% discount graphics over the promotional banner, placing it 100px from the center”Image enhancements, background color adjustments, orientation transformations
Apply visual improvements (sharpening image), replace background colors, and perform orientation transformations.
aem-assets-content-optimisationAdobe Experience Manager (AEM) - AEM Assets
“Change background color of the
“Sharpen the image”
“Mirror the image horizontally”
PNG to #ff8932”“Sharpen the image”
“Mirror the image horizontally”
Related information
Brand Governance
Use Case
Description
Skills
Application
Sample Prompts
Guideline & segment lookup
Retrieve detailed brand guidelines, scoped by segment, market, or category
enterprise-context
Adobe Experience Manager (AEM)
“What are the tone-of-voice guidelines for this brand?”
“List the claim categories used in the health vertical”
“List the claim categories used in the health vertical”
Evaluate content against brand guidelines
Evaluate a published/authored page, text block, or image against configured brand checks
aem-governance
Adobe Experience Manager (AEM)
“Evaluate this landing page against SecurBank guidelines”
“Does this tagline pass our tone-of-voice checks?”
“Does this tagline pass our tone-of-voice checks?”
Debug AEM permissions
Debug / understand permission policies, ACLs, and inheritance rules.
aem-governance
Adobe Experience Manager (AEM)
“Why can principal admin write
“Why can’t sample-author write in
/content/folder/us on https://author/ ?”“Why can’t sample-author write in
/content/dam on https://author”Related information
Data insights
Use Case
Description
Skills
Application
Sample Prompts
Query CJA in real time to pull metrics, dimensions, segments, and data views
cjaCustomer Journey Analytics (CJA)
“Show me page views for the last 30 days”
“List top segments in the master data view”
“List top segments in the master data view”
Comparative analysis
Compare metrics across channels, time periods, or segments side by side
cja-root-cause-analysis, cja, dx-api, knowledge-graphCustomer Journey Analytics (CJA)
“Compare revenue by channel month over month”
“How does mobile vs desktop conversion look this quarter?”
“How does mobile vs desktop conversion look this quarter?”
Campaign performance
Measure how campaigns, channels, and web properties performed over a given period.
cja, dx-api, knowledge-graph“How did our Acrobat web campaigns perform last month?”
Funnel analysis
Walk through multi-step conversion funnels with drop-off at each stage
cjaCustomer Journey Analytics (CJA)
“Walk me through the checkout funnel”
“Show conversion funnel from PDP to purchase”
“Show conversion funnel from PDP to purchase”
Forecasting
Project future metric values based on historical CJA data
cjaCustomer Journey Analytics (CJA)
“Forecast sessions for the next 30 days”
“Are we on track to hit our revenue goal?”
“Are we on track to hit our revenue goal?”
Investigate why a metric changed: diagnose drops, spikes, and anomalies
cja-root-cause-analysisCustomer Journey Analytics (CJA)
“Why did conversions drop last week?”
“What caused the revenue spike on Jan 15?”
“What caused the revenue spike on Jan 15?”
Executive summaries & KPI digests
Produce stakeholder-ready performance summaries, prescriptive recommendations, and slide deck outlines
cja-executive-summary, cja-bacom-anomaly-tracker-v2, cja-cno-weekly-pulse, cja-reporting, cja, dx-apiCustomer Journey Analytics (CJA)
“Give me an executive summary of last month”
“Create a slide deck outline from this quarter’s data”
“Create a slide deck outline from this quarter’s data”
Compare, audit, and reconcile data between Adobe Analytics and Customer Journey Analytics, especially when upgrading from Adobe Analytics to Customer Journey Analytics
aa-cja-validation, cja, dx-apiAdobe Analytics + CJA
“Compare my AA report suite to my CJA data view”
“Validate page views between AA and CJA”
“Validate page views between AA and CJA”
Operational time-series & causal analysis
Query and analyze historical time-series data for audiences, datasets, and journeys with causal attribution
operational-stats-causal-analysisAll Eligible Applications
“Show me audience size trends over the last 90 days”
“Why did my dataset row count spike on March 3?”
“Why did my dataset row count spike on March 3?”
Create custom CJA skills
Turn analytical patterns into reusable, repeatable skills that persist across sessions
cja-skill-creatorCustomer Journey Analytics (CJA)
“Turn this weekly revenue analysis into a reusable skill”
“Save this as a skill for monthly funnel reporting”
“Save this as a skill for monthly funnel reporting”
Audiences
Use Case
Description
Skills
Application
Sample Prompts
Orchestrate step-by-step audience creation with user approval at each phase
audience-creation-flowReal-Time CDP (RTCDP)
“Create an audience of users who purchased in the last 30 days”
“Build a segment for high-value loyalty members in California”
“Build a segment for high-value loyalty members in California”
Build PQL definitions
Assemble audience definitions from XDM properties, behavioral events, or existing audiences; support aggregation and time windows
segment-definition-assemblyReal-Time CDP (RTCDP)
“Create a PQL for people who viewed 3+ products but didn’t purchase”
“Add a 7-day time window to my event condition”
“Add a 7-day time window to my event condition”
Search & find audiences
Find audiences by ID, name, semantic search; detect duplicates and analyze overlap
audience-searchReal-Time CDP (RTCDP)
“Find all loyalty audiences”
“Is there a duplicate of my ‘Holiday Shoppers’ segment?”
“Is there a duplicate of my ‘Holiday Shoppers’ segment?”
Estimate audience size
Estimate profile reach for a PQL expression using Adobe Experience Platform Preview API with polling
audience-size-estimateReal-Time CDP (RTCDP)
“How large is this audience?”
“Estimate reach for this PQL expression”
“Estimate reach for this PQL expression”
Audience size waterfall
Decompose a PQL into sub-predicates and show how each condition contributes to final audience size
audience-size-waterfallReal-Time CDP (RTCDP)
“Show me the waterfall for this PQL”
“Break down how each condition reduces the audience”
“Break down how each condition reduces the audience”
Discover XDM fields for targeting
Search fields by name, description, or data value; see where they live and where they’re already used
field-discoveryReal-Time CDP (RTCDP)
“Which fields can I use to target loyalty customers?”
“Find fields related to purchase history”
“Find fields related to purchase history”
Publish / save audiences
Persist audience definitions to Experience Platform Segmentation Service with naming conventions and compliance checks
audience-publishReal-Time CDP (RTCDP)
“Save this as a draft”
“Publish the audience with name ‘Spring Sale Buyers’”
“Publish the audience with name ‘Spring Sale Buyers’”
Journeys
Use Case
Description
Skills
Application
Sample Prompts
Orchestrate journey creation in AJO from a text prompt or an uploaded image/flowchart
journey-createAdobe Journey Optimizer (AJO)
“Create a welcome journey that sends an email after signup, waits 3 days, then sends a follow-up”
“Build a journey from this uploaded flowchart image”
“Build a journey from this uploaded flowchart image”
Analyze journey conflicts
Detect audience overlap, schedule collisions, and deduplication issues between active journeys
journey-analyze-conflictAdobe Journey Optimizer (AJO)
“Does my cart abandonment journey conflict with any other journeys?”
“Check for audience overlap between my active journeys”
“Check for audience overlap between my active journeys”
Analyze journey fallout
Identify where and why customers drop off during a journey, and detect patterns in behavior leading to disengagement
journey-analyze-falloutAdobe Journey Optimizer (AJO)
“Where are people dropping off in my Re-engagement journey?”
“Which nodes in journey X have the highest fallout?”
“Which nodes in journey X have the highest fallout?”
Analyze custom action errors
Identify when custom actions are failing or error rates spike within a journey, and diagnose root causes before failures cascade into broader disruption
journey-analyze-custom-actionAdobe Journey Optimizer (AJO)
“Why are custom actions failing in my Loyalty Signup journey?”
“Show me the error rate for custom action ExternalPush in my Welcome journey.”
“Show me the error rate for custom action ExternalPush in my Welcome journey.”
Simplify and accelerate loyalty program management
loyaltyAdobe Journey Optimizer (AJO)
“Create a challenge encouraging members to try a new seasonal beverage”
“Show me loyalty challenges with the highest member drop-off rates.”
“Show me loyalty challenges with the highest member drop-off rates.”
Foundational elements
Use Case
Description
Skills
Application
Sample Prompts
Product knowledge & documentation
Answer how-to, conceptual, troubleshooting, and best-practice questions from official Adobe docs
product-knowledgeAll Eligible Applications
“How do I set up a streaming destination?”
“What’s the difference between batch and streaming segmentation?”
“What’s the difference between batch and streaming segmentation?”
Query Experience Platform / Journey Optimizer entities
Serve as the primary entry point for questions about your platform entities; route to KG, field discovery, or APIs as needed
operational-insightsAll Eligible Applications
“How many datasets do I have?”
“Show me all active journeys”
“List my destinations”
“Show me all active journeys”
“List my destinations”
Knowledge Graph queries
Aggregate counts, cross-entity joins, relationship lookups, and metadata exploration via single SQL queries
knowledge-graphAll Eligible Applications
“Which audiences use this dataset?”
“Show me relationships between schemas and datasets”
“Show me relationships between schemas and datasets”
Experience Platform / Journey Optimizer / Customer Journey Analytics API operations
Provide a direct API gateway for mutations, real-time state checks, and entity types not in the Knowledge Graph
cxo-apiAll Eligible Applications
“Delete dataset X”
“Check the status of my batch ingestion job”
“Check the status of my batch ingestion job”
Entity resolution & linking
Use semantic and lexical search to resolve entity mentions to actual Experience Platform entities and discover XDM fields
entity-linkingAdobe Experience Platform
“Resolve ‘Holiday Shoppers’ to an actual audience”
“Find me fields related to purchase history”
“Find me fields related to purchase history”
Manage custom skills
Save, modify, or delete user-owned reusable skills that persist across sessions
manage-skillAll Eligible Applications
“Save that workflow as a skill”
“Delete my weekly report skill”
“Turn this into a reusable skill”
“Delete my weekly report skill”
“Turn this into a reusable skill”
Monitor streaming capacity & breaches
Check current and historical streaming usage, capacity, and breach status across sandboxes
observability-streaming-capacity, observability-streaming-usage, observability-capacity-breachesAdobe Experience Platform
“What is my current streaming capacity in my current sandbox?”
“Is my current sandbox breaching capacity limits in the last week?”
“Is my current sandbox breaching capacity limits in the last week?”
View the latest health check assessment for your sandbox, drill into a failing check, and see the affected entities
rao-view-latest-health-checks-assessmentAdobe Experience Platform
“What’s wrong in my sandbox?”
“Tell me about my latest health check assessment”
“What are the issues for the custom namespace description check?”
“Tell me about my latest health check assessment”
“What are the issues for the custom namespace description check?”
Remediate health check issues
Fix flagged identity namespace, merge policy, and schema issues directly from chat, with your approval before any change is made
rao-remediate-identity-namespace-description, rao-remediate-merge-policy-duplicate-name, rao-remediate-missing-audit-field-group, rao-remediate-default-merge-policy-namingAdobe Experience Platform
“Fix identity namespace descriptions”
“Fix duplicate merge policy names”
“Fix schemas missing the audit field group”
“Fix default merge policy naming”
“Fix duplicate merge policy names”
“Fix schemas missing the audit field group”
“Fix default merge policy naming”
Sandbox tooling
Use Case
Description
Skills
Application
Sample Prompts
Seamlessly migrate schemas, audiences, and other object configurations across sandboxes, with dependencies auto-resolved
sandbox-tooling-workflowAdobe Experience Platform
“Move schema Luma Loyalty Members Platinum from current sandbox to prod sandbox”
“Promote the US Gold Loyalty Members audience to stage”
“Promote the US Gold Loyalty Members audience to stage”
Customer alerts
Use Case
Description
Skills
Application
Sample Prompts
Manage alert subscriptions
View and manage alert subscriptions through natural-language conversations.
alerts-subscribeAdobe Experience Platform
“What alerts am I subscribed to?”
“Subscribe me to this alert.”
“Remove my subscription to this alert.”
“Subscribe me to this alert.”
“Remove my subscription to this alert.”
Review alert activity
Review current alert status and historical alert activity for a specified time period.
alerts-listAdobe Experience Platform
“What happened in the last 24 hours?”
“What alerts were triggered in the last 24 hours?”
“Show active alerts from the last seven days.”
“What alerts were triggered in the last 24 hours?”
“Show active alerts from the last seven days.”
Identify recurring alert patterns
Analyze alert history to identify frequently triggered alert types and operational trends.
alerts-listAdobe Experience Platform
“Show me the top 3 triggered alert types.”
“Which alert types occurred most frequently this month?”
“What alert patterns do you see in the last seven days?”
“Which alert types occurred most frequently this month?”
“What alert patterns do you see in the last seven days?”
Focus on high-priority issues
Filter alert activity by severity to prioritize investigation efforts.
alerts-listAdobe Experience Platform
“Only show high-severity alerts.”
“What critical alerts were triggered this week?”
“Show critical alerts from the last 30 days.”
“What critical alerts were triggered this week?”
“Show critical alerts from the last 30 days.”
Understand the impact radius of alerts
Identify the objects most affected by alerts and determine where investigation should begin.
alerts-listAdobe Experience Platform
“What are the top 5 impacted objects?”
“Which objects are associated with the most high-severity alerts?”
“Which objects are associated with the most high-severity alerts?”
Connect alert types to impacted objects
Analyze relationships between alert types and affected resources.
alerts-listAdobe Experience Platform
“Which alert types impacted this dataset most often?”
“Show the relationship between alert types and impacted objects.”
“Which alert type affected the top impacted object most frequently?”
“Show the relationship between alert types and impacted objects.”
“Which alert type affected the top impacted object most frequently?”
Focus on My Alerts
Analyze alerts that you subscribe to and are responsible for monitoring.
alerts-listAdobe Experience Platform
“Show me the high-severity alerts I subscribe to.”
“What alerts from My Alerts were triggered this week?”
“Do any of my subscribed alerts require attention?”
“What alerts from My Alerts were triggered this week?”
“Do any of my subscribed alerts require attention?”
Workflow and planning
Use Case
Description
Skills
Application
Sample Prompts
Manage Planning workspace
Build and evolve Workfront Planning workspaces, sections, record types, and fields to organize programs and track work
manage-workfront-planning, wf-planning-solution-architectWorkfront Planning
“Create a workspace called MKG Hub and set up record types to track programs by region”
“Set up the record types and relationships needed to track MKG programs across channels and region”
“Set up the record types and relationships needed to track MKG programs across channels and region”
Manage Planning records
Create and update planning records (campaigns, briefs) and their field values within a workspace
manage-workfront-planningWorkfront Planning
“Create a brief for the Fall Brand Launch campaign with the objective, target audience, and key messages”
“Update the Fall Brand Launch brief with the budget and primary channels”
“Update the Fall Brand Launch brief with the budget and primary channels”
Create and manage projects
Spin up and structure projects - apply templates, set priorities and budgets, sequence tasks, add phases and dependencies, and assign people or roles
manage-workfront-workflowWorkfront Workflow
“Create a Spring campaign, set it high-priority with a $200K budget, and sequence the tasks”
“Create a Workfront project plan named [project name] from [project template]”
“Build a project plan for Fall Launch - Social Campaign with tasks for concepting, design, copy, and review”
“Add a new Email Marketing task and assign it to Rachel Smith”
“Create a Workfront project plan named [project name] from [project template]”
“Build a project plan for Fall Launch - Social Campaign with tasks for concepting, design, copy, and review”
“Add a new Email Marketing task and assign it to Rachel Smith”
Accelerate reviews & approvals
Set up multi-stage approvals, apply approval templates, add/remove approvers, send reminders, and make bulk updates
manage-workfront-workflowWorkfront Workflow
“Create a multi-stage approval - copy, design, legal - and remind anyone who hasn’t approved”
“Remove Chris Smith from all open approvals and replace with Jane Francis”
“Remove Chris Smith from all open approvals and replace with Jane Francis”
Update task & work status
Mark tasks complete, update percent complete, and close out your work
manage-workfront-workflowWorkfront Workflow
“Mark my ‘Produce key art’ task on Fall Launch as complete”
“Close out my Fall Launch copy task at 100%”
“Close out my Fall Launch copy task at 100%”
Surface work insights
Ask exploratory questions to find at-risk work, unassigned tasks, open issues, and status across projects
query-workfrontWorkfront Workflow
“Find incomplete tasks on current projects that aren’t assigned to anyone and due this week”
“How many open issues are there across current projects?”
“How many open issues are there across current projects?”
Summary of projects & tasks
Pull lists, tables, and counts of projects, tasks, issues, and assignments
query-workfrontWorkfront Workflow
“Show me a table of my tasks that are ready to start, with the project name, task due date, and assigned user”
“Get me all tasks assigned to [user name]”
“Get me all tasks assigned to [user name]”
Track approvals & portfolio status
Check the status of your approvals and roll up incomplete work by portfolio
query-workfrontWorkfront Workflow
“Show me the status of my approvals”
“Show me a table with incomplete issues that are part of the [Portfolio name] portfolio”
“Show me a table with incomplete issues that are part of the [Portfolio name] portfolio”
recommendation-more-help
cx-enterprise-ai-help