AI task management
Move the work forward in the correct client workspace.
Name the client before asking your AI to create, update, or research work in their assigned project and development accounts.
Acme
Client resolved
“For Acme, update the launch task in Notion and check the related GitHub issue.”
Notion
Asana
GitHubThe account problem
You know the client.
The AI still needs an address.
The AI can usually perform the work. The repeated cost is finding the right client account and rebuilding enough context before it starts.
- 01
The task is clear, but the correct board, repository, and account still have to be found.
- 02
Context gets copied between AI chats, documents, and task trackers before any work begins.
- 03
A change in the wrong client workspace creates more cleanup than the original task.
The reliable path
One outcome.
Four visible routing moments.
Every workflow uses Peon's normal client resolution, assigned-account routing, access checks, and result disclosures.
- 01
Resolve the client
Peon matches the name, company, alias, or exact client ID. Ambiguous matches are never guessed. - 02
Load assigned accounts
Only the app accounts attached to that client are available for the request. - 03
Apply access and data boundaries
Peon checks the allowed tools and narrows client data before the provider action runs where supported. - 04
Return the result and trail
The AI receives the provider result with client context, boundary disclosure, counts, pagination, and an execution receipt.
The result
Less account searching.
Clearer client work.
You remain responsible for priorities and for confirming consequential changes before your AI performs them.
The selected client workspace is resolved before any requested action begins.
The action is limited by the access mode assigned to that client and app.
The result states what ran and leaves a recent outcome for continuation.
“For Acme, update the launch task and check the related issue.”
Acme
Client resolved
Notion
Acme workspace
GitHub
acme/web
Acme task is ready
- The related GitHub issue is open and has no blocker.
- The Notion task can move to client review.
- Peon will wait for confirmation before changing it.
More client workflows
The same routing layer
across the work you repeat.
Explore reporting, preparation, status updates, and requested task work across assigned client accounts.
Start free
Start with one client. Let Peon handle the accounts.
Tell us how you handle ai task management today, which accounts it touches, and where client selection slows you down.