Navigating AI Features

Navigating AI Employees

When you open the AI Employees tab from the sidebar, you’ll see a panel showing all available AI teammates (e.g., Alfred, Chip). Here’s a quick guide to the main controls:

Toggle between employees → Use the left-hand column under AI Employees to switch between Alfred, Chip, or any other employees you’ve added.
Add AI Employee → Bottom left, below the employee list. Creates a brand-new AI teammate.
Add new skill → Top-right corner of the employee’s page. Adds a skill to the currently selected employee.
Add skill specific to that employee → Inside the employee profile, under Manual Skills or Automated Skills. The “+ Add new skill” button here ties the skill directly to the selected employee.
Check My Skills / All Skills → Toggle tabs just under the employee name and avatar. Switch between skills you’ve created versus the full catalog.
Edit a skill → Next to each skill in the list, click the Edit button to open its configuration.
View activities → Top-right, next to Add new skill. Opens that employee’s activity log.
Edit AI Knowledge → Bottom left under the employee panel. Expand what your AI knows to improve performance.
Check credits → Top bar, next to the total credits number.

💡 Pro Tip: Start by exploring Alfred. Add a canonical skill like Exec Meeting Coach to see how he works, then dive deeper with custom skills.

Navigating AI Chat

AI Chat is where you can interact directly with Motion’s AI. Use it to ask questions, draft plans, and act on your work without switching context.

Key areas on the screen:

Search chats (top left): Quickly find a past conversation by name or keyword.
New chat (+ New chat): Start a fresh conversation thread with Motion AI.
Chat history (left panel): All of your past chats are listed here by date, so you can pick up where you left off.
Chat window (center): The main space where AI responses appear and where you type your prompts.
Quick prompts (tiles under greeting): Suggested starting points like “What should I work on next?” or “Draft a meeting agenda.” Click one to jump right in.
Input box (bottom): Type anything here to chat with AI. Use @ to reference specific docs, projects, or tasks.
Add a source: Attach extra context (like a document or project) so AI has more information to work with.
Edit AI Knowledge (bottom left): Customize what AI knows about your work for more personalized answers.
Check credits → Top bar, next to the total credits number.

Navigating AI Meeting Notes

Top Navigation Tabs & Controls & Sorting

My Calls – Shows only the meetings you personally hosted or joined that have AI notes.
Shared with me – Displays meetings where someone else has shared their AI meeting notes with you.
All Calls – Lists every meeting with AI notes that you have access to, regardless of ownership.
My Future Calls – Shows upcoming scheduled meetings that the AI Notetaker will attend and generate notes for.

Controls & Sorting

Group by (dropdown) – Lets you group notes by different attributes like Date, Host, or other filters.
Sort Group – Changes the order of groups (ascending/descending).
Meeting Notes Sort (dropdown) – Adjusts the sorting of individual meetings within a group (by Name, Time, etc.).

Action bar & Meeting Notes Table

Action Bar

Search – Search for specific meeting notes by keyword.
Hide options – Collapse the filters and sorting bar for a cleaner view.

Meeting Notes Table (when notes exist)

Columns that appear in the list view:

Name – Title of the meeting.
Action Items – Number of tasks or action items pulled out of the meeting.
Time – When the meeting occurred.
Host – Who hosted the call.
Attendees – People who were in the meeting.
Date – Date of the meeting.

Empty State

If no notes exist yet, you’ll see a message: "No meeting notes yet — When you attend a meeting with the AI Notetaker enabled, your notes and action items will show up here automatically after the meeting ends." Along with a Learn more button for guidance.

Navigating Inbox

Inbox is your central feed of updates across Motion. It keeps you informed on project changes, AI outputs, and scheduled reports so nothing slips through the cracks.

Key areas on the screen:

Inbox tab (left sidebar): Access your full list of updates anytime.
Tabs (All / Unread): Filter to see every update or only the ones you haven’t read yet.
Search bar: Quickly locate a specific notification by keyword.
Notification list (main panel): Each line shows:
Blue dot: Indicates unread notifications.
Message content: A summary of the update (e.g., “Project entered Planning stage”).
Source/project name: The related project, doc, or skill.
Time: How long ago the update occurred (e.g., 12h ago, 4d ago).
Mark all as read (top right): Clear all notifications at once.
Settings (gear icon): Manage notification preferences, choosing what shows up in your Inbox.

Navigating AI Agenda

AI Agenda gives you a daily command center where tasks, deadlines, and meetings come together in one place. It helps you plan your day and adjust on the fly.

Key areas on the screen:

Sidebar Access: Open AI Agenda from the left sidebar under “Inbox.”
Date Header (top): Shows the current day (e.g., Tue Sep 9). Use the arrows to move between dates.
Task Sections:
- New tasks for today: Tasks recently created or assigned.
- Today’s tasks: Tasks Motion has prioritized for the day.
- Tasks past deadline: Overdue items, carried forward until complete.
Inline Editing (main doc area): Treat your agenda like a document:
- Add notes or new tasks inline.
- Type /task to instantly create a new task.
- Drag and drop tasks to reorder them.
Task details: Each task shows due dates, duration, tags, and linked projects.
Calendar Panel (right): Displays your meetings and scheduled tasks in a timeline view for the day. Updates automatically as your schedule shifts.
Quick Actions: Check off tasks, edit descriptions, or reschedule directly from the agenda view.

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Last updated 11 days ago

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