Managing Tasks Through Lucy Lucy is the fastest way to create and update tasks in PeerBie. You don’t need to open a project board — just tell Lucy what you need and it’s done. Creating Tasks Say or type: “Create a task: Write the Q4 report — assigned to me, due this Friday.” “Add a […]
Welcome to PeerBie PeerBie is an AI-powered work management platform built around Lucy — your AI Chief of Staff. In under 10 minutes you can have your workspace set up, your team invited, and your first project running. Step 1 — Create Your Workspace When you first sign up, PeerBie walks you through naming your […]
What Is a Project? In PeerBie, a project is a container for related work. It holds tasks organized into sections (columns on a board), team members, files, and discussion. Use projects for anything with a clear scope: a product launch, a marketing campaign, a quarterly goal, a client engagement. Creating a Project Click Projects in […]
Before You Launch a Project Use this checklist before starting any significant new project in PeerBie to make sure it’s set up for success from day one. Project Setup ☐ Project name and description are clear and specific ☐ Workflow stages reflect your actual process (not just “To Do / Done”) ☐ All team members […]
After a Project Closes A post-project review doesn’t need to be a long meeting. Used consistently, it builds a culture of continuous improvement. This guide shows how to do a quick but effective review using PeerBie. Run the Review With Lucy Ask Lucy: “Give me an analysis of the [project name] project.” She’ll produce a […]
Tracking Team Performance in PeerBie PeerBie gives managers visibility into how the team is performing without requiring manual reports or status meetings. All data comes from actual work activity — tasks created, completed, commented on, and updated — so it reflects reality, not self-reported updates. Individual Workload View Go to Members in the left sidebar […]
What Is AI Studio? AI Studio is the PeerBie control panel for AI Employees. From here you hire, configure, and manage your AI team members. Access it from the left sidebar or by asking Lucy: “Open AI Studio.” [Screenshot: AI Studio main screen] Hiring a New AI Employee Open AI Studio from the left sidebar. […]
Why Integrations Matter AI Employees need access to third-party tools to actually do their work. Skyler needs LinkedIn to post. Alex needs HubSpot to update contacts. This guide explains how to connect those tools. How OAuth Connection Works PeerBie uses standard OAuth for all integrations — you never enter your passwords into PeerBie. The flow […]
What Is Workflow Automation? Workflow Automation in PeerBie lets you set rules that trigger actions automatically — no manual intervention needed. Set it up once and PeerBie handles the repetitive parts of your process. Types of Automation Trigger → Action Rules The most common automation type. Examples: When a task moves to Review → notify […]
What Are Project Insights? Project Insights give you an AI-powered view into how your projects and team are performing — without having to manually compile reports. PeerBie analyzes task completion rates, bottlenecks, team workload, and trends to surface the information that matters. Accessing Insights Open any project and click the Insights tab. You’ll see: Task […]
