What it's for
Files is your library; the Workbench is your desk. Open the Agents product and choose Workbench under the Outputs group in the left rail. Anything here is a living document — something you and your teammates are actively shaping and walking through review.
The board has four columns that mirror the review ladder:
In Progress — being drafted or revised.
Awaiting Review — submitted and waiting on a reviewer.
Changes Requested — sent back with notes.
Approved — signed off. Approved documents can also be marked Client Ready, the green light that they're safe to send.
Each card shows the document's current version, who's collaborating on it, and when it last moved.
Getting something onto the Workbench
There are three ways in:
Push from Files — open any report or file in Files and click Push to Workbench. This is the usual path for agent deliverables headed to a client.
New Doc — start a blank document and write from scratch.
New File — pick an existing file from your Files library; the Workbench copy becomes version one, and you iterate from there.
Working on a document
Click a card to open the document's own page:
Edit and save versions — every save is a new version, and the full version history is a click away. You can view older versions and restore one as a new version.
Ask the agent for help — the composer at the bottom sends an edit request ("tighten the summary," "add a slide on Q3 ROAS"). The agent's proposal comes back for you to review before you save it.
Comment and discuss — leave comments for collaborators; the activity feed keeps the full history of edits, stage moves, and discussion.
Share — add teammates so they can see and work on the document with you.
Moving through review
When a draft is ready, use Submit for Review and optionally assign a reviewer.
The reviewer approves it or requests changes with notes.
Once Approved, toggle Client Ready when it's polished enough to go out the door. Reopening a document for edits clears that flag until it's approved again.
Tip: Use the Active / Archived toggle to tidy the board. Archived documents can always be restored.
Note: The Workbench is for documents in motion. Once something ships, its final version still lives here (and the source stays in Files) — archive it to keep your board focused.