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

# Automate Your Team's Workflows with Fluorine's AI Copilot

> Auto-create tasks, transcribe voice, summarize meetings, search conversations, and build automated workflows — all through Fluorine's AI.

Fluorine's AI runs across your entire workspace — reading conversations, creating tasks, summarizing threads, and surfacing what your team needs to focus on next. You don't need to configure it to get started, but understanding how each feature works lets you get significantly more out of it.

## How the AI Copilot works

The AI reads conversations in your project channels and task comments. When it detects an action item — a commitment, a request, a deadline — it surfaces a task suggestion. Accept, edit, or dismiss it. Over time the AI learns your team's patterns and improves.

<Info>
  By default the AI surfaces suggestions for you to review. It won't create tasks automatically unless you explicitly enable it.
</Info>

## Enable AI task creation

<Steps>
  <Step title="Open AI settings">
    Go to **Settings → AI Copilot**.
  </Step>

  <Step title="Choose your task creation mode">
    * **Suggest** (default) — task suggestions appear in a tray for you to review and accept individually
    * **Auto-create** — tasks are created automatically and placed in a designated **AI-created** task list for review

    Start with **Suggest** until you're confident in the AI's accuracy for your team's communication style.
  </Step>

  <Step title="Set the target project and task list">
    Choose where AI-created tasks land by default. Setting a sensible default — like an **Inbox** task list — keeps things organized.
  </Step>

  <Step title="Review suggestions">
    Suggestions appear in the **AI Suggestions** tray with a preview of the task name, suggested assignee, and detected deadline. Click **Accept**, **Edit**, or **Dismiss**.
  </Step>
</Steps>

<Tip>
  Consistent feedback — especially dismissals with a reason — helps the AI avoid surfacing the same type of noise in the future.
</Tip>

## Voice to task

Create a task by speaking instead of typing. Useful when you're in a meeting, on the go, or moving between tasks quickly.

<Steps>
  <Step title="Activate voice input">
    Click the **microphone icon** in the task creation toolbar or use `Cmd+Shift+V` (macOS) / `Ctrl+Shift+V` (Windows).
  </Step>

  <Step title="Speak your task">
    Describe it naturally: "Remind Alex to send the client proposal by Friday, mark it high priority." Fluorine extracts the task name, assignee, due date, and priority automatically.
  </Step>

  <Step title="Review and confirm">
    Fluorine shows you the parsed fields before creating the task. Edit anything that was misinterpreted, then click **Create Task**.
  </Step>
</Steps>

<Note>
  Voice to task works best in quiet environments. Background noise affects transcription accuracy. The iOS app also supports voice to task.
</Note>

## Smart summaries

Get a concise overview of a project, thread, or meeting without reading every message.

### Project and thread summaries

1. Open a project channel or task comment thread
2. Click **Summarize** (the sparkle icon) at the top of the thread
3. Fluorine generates a summary covering key decisions, open questions, and action items

Most useful when returning from time off, onboarding someone new to an in-progress project, or catching up before a meeting.

### Meeting summaries

Connect Fluorine to your calendar and it generates a summary automatically after scheduled meetings. The summary includes key discussion points, decisions made, and action items with suggested assignees and deadlines — posted to the relevant project channel when the meeting ends.

<Tip>
  Meeting summaries improve significantly when attendees use the Fluorine meeting notes panel during the call. Even rough notes give the AI better material to work with.
</Tip>

## Semantic search

Search by meaning, not keywords. Ask questions in plain English.

* "What did Marcus say about the API timeline last week?"
* "Where did we decide on the pricing structure?"
* "What's blocking the design review?"
* "Tasks assigned to Sarah that are overdue"

Press `Cmd+K` (macOS) / `Ctrl+K` (Windows) or click **Search** in the top nav. Results include tasks, messages, and file attachments ranked by relevance and recency.

<AccordionGroup>
  <Accordion title="Tips for better results">
    Include a person's name, a topic, and a timeframe: "What did \[person] say about \[topic] \[timeframe]?" produces more precise results than a single keyword. You don't need to remember exact phrasing — semantic search handles paraphrasing well.
  </Accordion>

  <Accordion title="Search scope">
    By default search covers your entire workspace. Open a specific project first and Fluorine scopes the query to that project automatically.
  </Accordion>
</AccordionGroup>

## Daily intelligence digest

An AI-generated briefing delivered every morning covering what needs your attention:

* Overdue tasks assigned to you or your team
* High-priority tasks due today or tomorrow
* Blockers flagged based on dependency chains
* Suggested priorities based on deadlines and workload

Appears in your Fluorine inbox when you open the app. Configure email delivery and settings under **Settings → AI Copilot → Daily Digest** — choose who receives it, when it's delivered, and which projects to include.

## Custom workflows

<Info>
  Custom workflows are available on the **Business plan**.
</Info>

Automate sequences of actions triggered by task events.

Common use cases:

* When a task moves to **In Progress**, notify the project manager
* When a task is **Completed**, create a follow-up review task and assign it to QA
* When a due date is tomorrow, send a reminder to the assignee
* When a task reaches a specific stage, require approval before it can advance

### Build a workflow

<Steps>
  <Step title="Open workflow settings">
    Go to **Project Settings → Workflows → + New Workflow**.
  </Step>

  <Step title="Set the trigger">
    Choose the event that starts the workflow — task state changes, due date proximity, field value changes, or task creation.
  </Step>

  <Step title="Add conditions">
    Narrow when the workflow fires. For example: only when priority is **Urgent**, or only for tasks in a specific task list.
  </Step>

  <Step title="Define the actions">
    Add one or more actions:

    * **Send notification** — in-app, email, or both
    * **Assign task** — change or add an assignee
    * **Create task** — generate a follow-up from a template
    * **Request approval** — notify a reviewer and block progression until approved
    * **Update field** — change a task field value automatically
  </Step>

  <Step title="Activate">
    Toggle the workflow to **Active**. It fires on all future matching events in the project.
  </Step>
</Steps>

<Warning>
  Workflows with broad triggers and no conditions generate a lot of noise. Add conditions to target them precisely, especially in high-volume projects.
</Warning>

## Productivity insights

Access insights under **Workspace → Analytics**.

<CardGroup cols={2}>
  <Card title="Team overload" icon="gauge-high">
    Shows who has more tasks than they can realistically complete given current workload and due dates.
  </Card>

  <Card title="Peak hours" icon="chart-line">
    Identifies when your team gets the most done based on task completion patterns. Schedule deep work blocks accordingly.
  </Card>

  <Card title="Blocker resolution" icon="shield-halved">
    Tracks how long tasks sit blocked before the blocker is resolved. High values signal systemic dependency issues.
  </Card>

  <Card title="Completion rate" icon="circle-check">
    Percentage of tasks completed on time across a project or time period. Measures planning accuracy.
  </Card>
</CardGroup>