Workspace maintenance

The Agent is as useful for maintaining a workspace as for populating one.

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Records, fields, and notes

Create, update, and organize Projects, Accounts, Contacts, and their first-class relationships. Inspect and update organization-defined resource fields. Create, update, or bulk-import shared notes. It can also list existing Projects, Accounts, Contacts, files, and generated Project outputs — which makes this the right approach for an audit, and for confirming what’s already in a workspace before you change anything.

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File trees

The Agent manages the file trees owned by Projects, Accounts, Contacts, and the firm library:

• Create folders
• Upload source files
• Move or rename existing items
• Read extracted text from processed documents, where the purpose is review or search rather than downloading an original

This supports repeatable document organization without recreating a file merely to change its location or name — which matters when a naming convention changes and you’d otherwise be re-uploading hundreds of exhibits.

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Operational lookups

Read-only, and useful to build a routine around:

• Identify the active user and organization
• List organization users
• Query USCIS case status and history by receipt number

For dashboard work, the Agent supports read-only schema discovery and live-query testing. Dashboard creation and presentation remain a separate authoring workflow.

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Publishing Skills

The Agent can publish and maintain reusable Skills. Treat a Skill as a versioned set of instructions and references:

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Before you change existing data

Inspect the relevant Project, Account, or Contact first. Where more than one record could be the intended match, stop and resolve the ambiguity rather than guessing — a bulk run will apply your instruction to every row. See Guardrails.