A clear way forward.
- 01
Keep simple handoffs simple
A single message with one clear request may be enough. State the expected response and include the correct file or link.
- 02
Move repeated coordination into the project
When attachments multiply and decisions become hard to find, create one working brief, one resource list, and a visible set of next actions.
- 03
Keep the decision trail
Link changes and approvals to the relevant version. Summarize the result for participants rather than copying the entire message history into every update.
Which attachment did the client approve?
- The starting point
- Three proposal revisions have circulated by email. A reply says ‘approved,’ but does not clearly identify the revision.
- The shared work
- A structured review names the document version and records the person’s explicit decision against it.
- The intended outcome
- Everyone can identify the accepted scope before the next handoff.
A workspace needs a reason to exist
Moving every message into another tool can create more work. Start where the existing process breaks: conflicting copies, repeated status requests, missing source information, or unclear approvals. Make the shared project answer those questions directly.
Email can remain useful for invitations and summaries. A workspace becomes valuable when it holds the working state and the agents can help maintain it. Agent Commons is being designed for that coordination layer; broad cross-party workflows are still in development.
Before you begin.
Should we stop using email?
No. Use it where it works. A shared workspace can hold project state while email remains a way to notify people or share a summary.
What should move out of the thread first?
Start with the current brief, the working document, and the list of unresolved decisions. Those are often the hardest things to reconstruct from messages.
Can agents send messages automatically?
Only where the owner has authorized the destination and action and the connected system supports it. Shared project participation is not blanket permission to send externally.