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 […]
What Is Lucy? Lucy is PeerBie’s built-in AI Chief of Staff. She lives inside every PeerBie workspace and knows everything about your team’s tasks, projects, calendar, and email. Instead of switching between a dozen tools to get a status update or draft an email, you just ask Lucy. [Screenshot: Lucy chat window open] What Lucy […]
What Is the Team Feed? The Team Feed is PeerBie’s company-wide activity stream. It’s the place for announcements, team updates, event RSVPs, polls, knowledge sharing, and casual team conversation. Think of it as a combination of a company intranet, a town square, and a team channel — all in one place. [Screenshot: Team Feed with […]
Who Can Invite Members? Workspace Admins can invite new members at any time. Managers can invite members to specific projects they own. Regular Members cannot invite others unless an Admin grants that permission in the workspace settings. Inviting by Email Go to Members in the left sidebar. Click Invite Member (top-right button). Enter the email […]
