When to use a work plan
Use a work plan when:- You’re asking Emma to do the same multi-step thing repeatedly (weekly competitor brief, monthly newsletter draft, post-meeting follow-up sequence).
- A new team member would benefit from a documented, repeatable workflow rather than figuring out the prompt sequence from scratch.
- You want consistent output structure across runs — same sections, same fields, same tone.
Anatomy of a work plan
Visibility: private, organization, public
Work plans have three visibility levels.
Switch a plan from Private to Organization in Settings → Work Plans → [plan] → Visibility. Org admins control whether the work plan sharing feature is enabled for the org (see Organization sharing for the permission model).
Public system plans are surfaced automatically in Agent Mode when relevant. You can’t make a plan public yourself — that’s AgentWeb’s curation surface for the whole user base.
Create a work plan
1
Open Settings → Work Plans
Click New work plan.
2
Fill in the basics
Title, description, welcome message. Keep the title short and action-oriented (
Weekly competitor brief, not Plan to look at competitors and write up findings every week).3
Add steps in order
Each step gets a title and a clear instruction for what Emma should do. Example for a competitor brief:
- Pull the latest activity for each competitor in our Market Strategy list (LinkedIn posts, blog posts, product changes).
- Summarize what’s new and notable.
- Identify three action items for our team based on what competitors shipped this week.
- Format the output as a Slack-ready summary with bullets.
4
Pick allowed function calls
Choose which tools Emma can use during the plan (web search, knowledge base, social analytics, etc.). Restricting to only what’s needed makes runs faster and more deterministic.
5
Save and test
Save the plan, then run it from Agent Mode: “Emma, run my weekly competitor brief.” Watch the first run carefully — if a step needs tighter wording, edit the plan and re-run.
Run a work plan
Two ways:- From Agent Mode: ask Emma to run it by name. “Run my weekly competitor brief.”
- From Settings → Work Plans: click Run next to the plan.
Edit and version
Editing a plan is destructive — the next run uses the updated steps. There’s no version history in the UI. If you want to keep an old version while testing a new one, duplicate the plan first. To duplicate: open the plan in Settings → Work Plans and click Duplicate.Delete a work plan
Open the plan in Settings → Work Plans and click Delete. Deleting a plan does not affect any outputs it previously generated. If a plan was shared at the organization level, only the owner or an org admin can delete it.Private work plans and sensitive context
If a work plan’s instructions or welcome message reference sensitive context (account credentials, internal pricing, customer names, etc.), keep it private. Switching to Organization makes the plan and its full text visible to every org member. For genuinely sensitive operational data, prefer storing it in the Knowledge Base with appropriate access controls and referencing it from the plan, rather than pasting it into the plan body.Troubleshooting
Emma can't find my work plan when I ask for it by name
Emma can't find my work plan when I ask for it by name
Plan names are matched fuzzily but not perfectly. If the name has acronyms or unusual phrasing, ask Emma to list your work plans: “List my saved work plans.” Then run it by the exact title.
A step is producing inconsistent output across runs
A step is producing inconsistent output across runs
The step instruction is probably too vague. Tighten it: specify exactly what fields, what format, what length. Add an example of the expected output if the format matters.
I can't see organization plans my teammate created
I can't see organization plans my teammate created
Confirm work plan sharing is enabled for your org under Settings → Organization → Features. If it’s enabled and you still can’t see the plan, the teammate may have left it as Private.
A public system plan isn't doing what I need
A public system plan isn't doing what I need
Public system plans are read-only. To customize one, Duplicate it into your own plans, then edit the copy.
Next steps
- Agent Mode — where you run plans and iterate on prompts before saving them.
- Brand → Templates — content-focused templates that complement work plans.
- Organization sharing — how org visibility works for plans and other shared assets.