CloudTeams › Features › AI Task

New · AI Task

CloudTeams finds the task you wouldn't think of.

A to-do list only holds what you already thought of. AI Task looks across your deals, talent, projects and money, and suggests one specific task worth doing today.

Book a demoHow it works

No per-seat enterprise pricing.

Illustration of the Tasks page. Sample data only.

In short

AI Task is an optional CloudTeams feature. On the Tasks page you click Generate AI task, and CloudTeams reads across your deals, leads, contacts, talent, open roles, projects, invoices, tickets and open tasks. It suggests one specific task tied to a real person, deal or project, with a plain-English reason. Nothing is saved until you click Add to my tasks.

One taskNot a list. The single best move
Your dataNames a real person, deal or project
Your callAdd it or dismiss it. It only reads

Works with AI in CloudTeams, Analyze with Claude, Ask CloudTeams. Last updated October 11, 2026.

The problem

What gets in the way today.

Lists only hold what you thought of

The best moves sit between two lists, and nobody connects them.

Generic advice is useless

"Follow up with leads" does not tell you who, or why.

Busy days hide opportunities

The designer who frees up Monday and the open design seat never meet.

What you get

A closer look at AI Task.

How it works

Ask, it looks, you decide.

Three steps on the Tasks page.

  • Ask: click Generate AI task in the Intelligence box.
  • It looks: it reads your deals, leads, contacts, talent, open roles, projects, invoices, tickets and open tasks, and checks your existing tasks so it never repeats one.
  • You decide: one suggestion appears under Today, with a link to the record it is about.

What it reads

  • Deals and leads
  • Contacts
  • Talent and bench
  • Open roles
  • Projects
  • Invoices and tickets
  • Everyone's open tasks
Examples

Specific, with a reason.

Example suggestions, using sample data.

  • Introduce the free designer to the open design seat: a designer is available from Monday, and one client still has an unfilled design role.
  • Offer a renewal conversation to a quiet customer: no contact for six weeks, and their project is nearly finished.
  • Chase the overdue invoice before the next phase starts: $12,400 is overdue on a client with new work in the pipeline.

Always

  • One task, not a list
  • A real person, deal or project
  • A plain-English reason
  • A link to the record
Control

You stay in control.

AI Task suggests. It never acts on its own.

  • Nothing is saved until you click Add to my tasks.
  • Dismissed suggestions leave no trace on your team's list.
  • It only reads, and only what your role can already see.
  • It runs when you click, not on a schedule.

Privacy

  • Optional
  • Needs your own API key (Anthropic or OpenAI), connected by an admin
  • The relevant records are sent to Anthropic or OpenAI, using your own key, when someone clicks the button. AI only reads data

How it works

Three steps, no fuss.

  1. 1

    Click Generate AI task

    On the Tasks page, in the Intelligence box.

  2. 2

    CloudTeams reads the business

    Across deals, talent, projects, invoices and tasks.

  3. 3

    Add it or dismiss it

    One suggestion, with its reason and a link.

Keep exploring

More from CloudTeams.

AI in CloudTeamsBuilt in, optional and capped by youLearn moreAnalyze with ClaudeKnow who is ready to buy, with receiptsLearn moreAsk CloudTeamsChat with your business dataLearn more

FAQ

Questions, answered.

What is AI Task?

An optional feature that suggests one specific, non-obvious task for today, based on your own CloudTeams data.

Does AI Task change my data?

No. It only reads. Nothing is saved until you click Add to my tasks.

What does AI Task send, and where?

AI features send the relevant records to Anthropic or OpenAI, using your own API key, and only read data. An admin connects the key once, and records are sent only when someone clicks the button.

Does it run automatically every day?

No. It runs when you click the button, not on a schedule.

Who can see the suggestion?

Only the person who generated it, until they add it. Once added, it is a normal task.

See it on your own data.

Book a time and we will show you AI Task on your own kind of work.

Book a demo