Everything Your AI Can Do in Studio

Your connected AI can look things up and get work done across Studio, in plain sentences. Below is every area it covers, with things to say. If something isn't clear (which Ana, which website, what role), it asks you.

What happens when you ask

• Looks up: it reads and answers. Nothing changes.
• Done at once: drafts, notes, tasks and private edits. Most can be undone: say "undo that".
• Asks you first: removing something. It tells you what will go and waits for your yes.
• Waits for approval: anything that emails people, changes your public website or removes access. A person approves it in Studio under AI → Approvals.
• Never: moving money, billing, account security, deleting forever, kids check-out. Giving, invoices, memberships and campaigns are view only.

Tips

• Mention Studio ("Using Studio, …") if your AI has other tools connected.
• Use names, not ids: a person, a group, an event, or a project code like ELI-1003. "Me" means you.
• Times are on your clock: "next Friday", "before 4pm", "since yesterday".
• "Latest" means newest saved: "latest comments", "latest registrations for the retreat".

Start your day

One question, answered across all of Studio.

• What needs my attention? (looks up)
• What did I miss since yesterday? (looks up)
• What's new since Monday? (looks up)
• Anything about the Johnsons? (looks up)
• Catch me up on this week. (looks up)
• What's waiting on me? (looks up)

Count, compare and find gaps

Totals, lists by condition, month to month.

• How many new people did we add last month? (looks up)
• Which people aren't in any group? (looks up)
• How many contacts have no phone number? (looks up)
• Registrations per event this fall. (looks up)
• Hours per client last month. (looks up)
• Which projects are overdue? (looks up)

People

Find, add and edit people and families, notes, tags, extra emails, follow-up preferences and duplicates.

• Who is Maria Lopez? (looks up)
• Find everyone tagged Volunteer. (looks up)
• Add Tom Reed, tom@reed.org, 555-0100. (done at once)
• Add her work email, maria@acme.org. (done at once)
• Change Tom's phone to 555-0199. (done at once)
• Tag the Garcias as Members. (done at once)
• Add a note on Ana: prefers texts. (done at once)
• Fix that note to say "prefers calls". (done at once)
• Remove that note. (asks you first)
• Log a call with Ana today. (done at once)
• Put Tom and Lisa in one household. (done at once)
• Bring Marcus back from archived. (done at once)
• Don't follow up with the Garcias until January. (done at once)
• Find duplicate people. (looks up)
• Merge these two Johns. (waits for approval)
• Archive Paul Smith. (waits for approval)

Groups

Groups, members, roles, join requests, sign-up questions and stages.

• Who's in Young Adults? (looks up)
• Which groups have open spots? (looks up)
• Start a draft group called Moms of Toddlers. (done at once)
• Add Ana to Young Adults. (done at once)
• Make Ana a leader of Young Adults. (done at once)
• Move the Youth group to Thursdays at 7pm. (done at once)
• Ask Young Adults sign-ups if they need childcare. (done at once)
• Add an Empty Nesters stage. (done at once)
• Remove Lee from the choir group. (asks you first)
• Open sign-ups for Young Adults. (waits for approval)
• Approve Lee's request to join. (waits for approval)

Events

Events, tickets, the program, check-in, registrations, the waitlist, the team and crew.

• What's on this week? (looks up)
• Who signed up for the Fall Retreat? (looks up)
• Latest registrations for the retreat. (looks up)
• Add a lock-in on Nov 14 for Youth Ministry. (done at once)
• Move the Fall Retreat from Dec 3 to Dec 6. (done at once)
• Move the lock-in to the Missions department. (done at once)
• Add a VIP ticket for $75, 10 seats. (done at once)
• Add Dr. Lena Ortiz as a speaker. (done at once)
• Add a session "Leading Teams" at 7pm. (done at once)
• Put lunch on the agenda at noon. (done at once)
• Add Acme Bank as a Gold sponsor. (done at once)
• File a note on the retreat: use the north lot. (done at once)
• Check in Rae Buyer. (done at once)
• How many have checked in? (looks up)
• Put Sarah on the event team as coordinator. (waits for approval)
• Publish the retreat. (waits for approval)
• Let the Johnsons off the waitlist. (waits for approval)
• Email attendees the new location. (waits for approval)
• Accept Wes's registration. (waits for approval)

Projects and clients

Projects, tasks, due dates, assignments, comments, proofs, clients and the calendar.

• Latest comments across my projects. (looks up)
• What's due this week? (looks up)
• Show me ELI-1003. (looks up)
• New project for OneLife: podcast site, due Nov 30. (done at once)
• Make ELI-1003 high priority. (done at once)
• Push ELI-1003 to Dec 5. (done at once)
• Assign me to ELI-1003. (done at once)
• Add a task to ELI-1003: export logos. (done at once)
• Mark ELI-1003 done. (done at once)
• Leave a team-only comment: waiting on fonts. (done at once)
• Add OneLife Health as a client. (done at once)
• Assign ELI-1003 to Sarah. (waits for approval)
• Reply to the client on ELI-1003: proofs are up. (waits for approval)
• Move ELI-1003 to the trash. (asks you first)

Client portal

Invite people, take access away, turn a client's portal on or off.

• Who has portal access to OneLife? (looks up)
• Invite Brianna, briannab@1lhp.com, to OneLife's portal. (waits for approval)
• Take Brianna off the Northside portal. (asks you first)
• Remove Brianna's portal login. (waits for approval)
• Turn on OneLife's portal. (waits for approval)

Messages

Client message threads, and team messages between teammates.

• Did OneLife write back? (looks up)
• Read the latest message from Northside. (looks up)
• Any messages from the team? (looks up)
• Tell Sarah I'm running late. (done at once)
• Message Lee and Maya: van is fixed. (done at once)
• Reply to OneLife: files are attached. (waits for approval)

Notes

Your own notes, team notes, and notes shared with you, including notes filed on an event.

• What did I note about the budget? (looks up)
• Jot this down: call the roofer Monday. (done at once)
• Make a team note: parking plan for Easter. (done at once)
• Add to that note: ask Maya. (done at once)

Tasks and to-dos

Company tasks and your personal to-do list.

• What's on my plate today? (looks up)
• Remind me to call Ana Friday at 10. (done at once)
• Add a task for Lee: order chairs. (done at once)
• Mark "send W-9" done. (done at once)
• Reopen the chairs task. (done at once)

Time

Hours by client, project, person or month, and logging time.

• How many hours on OneLife this month? (looks up)
• How much time isn't billed yet? (looks up)
• Log 2 hours on ELI-1003 for the podcast page. (done at once)
• Log 45 minutes for Casas, not billable. (done at once)

Deals

Pipelines and deals. The amount always stays with a person in Studio.

• What's in the Sales pipeline? (looks up)
• Add a deal for Brittany: Casas redesign. (done at once)
• Move Casas to Proposal. (done at once)
• Change the Casas close date to Dec 1. (done at once)
• Mark the Logo deal lost: went with another agency. (done at once)

Workflows and pathways

Applications, onboarding steps and next steps.

• Who's stuck in volunteer applications? (looks up)
• Add Ana Ruiz to the Next Steps pathway. (done at once)
• Comment on Ana's application: great fit. (done at once)
• Approve Ana's application. (waits for approval)
• Move Ana to Interview. (waits for approval)
• Assign Ana's application to Lee. (waits for approval)

Email

Campaigns, AI drafts, tests, schedules, lists, results and inbox health.

• How did last week's newsletter do? (looks up)
• Is our sending healthy? (looks up)
• Draft a Christmas Eve invite for the Members list. (done at once)
• Make a new list called Volunteers. (done at once)
• Send me a test. (waits for approval)
• Schedule it for Monday at 9am. (waits for approval)
• Send it now. (waits for approval)
• Add these 12 people to Volunteers. (waits for approval)
• Copy everyone on Volunteers into Newsletter. (waits for approval)

Forms

Forms, fields, settings, entries and spam review.

• How many signed up for VBS? (looks up)
• Show me the latest form entries. (looks up)
• Make a VBS sign-up form. (done at once)
• Add a T-shirt size question. (done at once)
• Send new entries to Maya. (done at once)
• Publish the VBS form. (waits for approval)

Website

Pages built from sections, Global Design, templates, blog posts, media, redirects and the pop-up.

• List my pages. (looks up)
• Which images are missing alt text? (looks up)
• Make a draft Easter page with a hero and service times. (done at once)
• Change the hero headline on the Easter draft. (done at once)
• Write a blog post about the fall picnic. (done at once)
• Publish the Easter page. (waits for approval)
• Publish the picnic post Friday at 8am. (waits for approval)
• Change the headline on the live home page. (waits for approval)
• Send /easter to the Easter page. (waits for approval)
• Turn on the newsletter pop-up. (waits for approval)

Booking

Booking types, hours, days off, appointments and shared schedules.

• When can someone book me Tuesday? (looks up)
• Who booked with me this week? (looks up)
• Block off next Friday. (done at once)
• I'm out Dec 22 to Jan 2. (done at once)
• Make a 30-minute Coffee Chat booking type. (done at once)
• Cancel Dana's appointment. (waits for approval)
• Move Dana to 3pm. (waits for approval)
• List the Coffee Chat page publicly. (waits for approval)

Facilities

Rooms, availability, reservations, work orders, assets and reservation checklists.

• Is the hall free Saturday? (looks up)
• Which work orders are overdue? (looks up)
• Book the chapel Sunday 9 to 11. (done at once)
• The stage light is out in the hall. (done at once)
• Make the stage light job urgent. (done at once)
• Add "set up 40 chairs" to Saturday's hall booking. (done at once)
• Comment on the booking: custodian is on it. (done at once)
• Assign the stage light job to Lee. (waits for approval)
• Approve the Chen wedding booking. (waits for approval)

Vendors

Vendors, their notes, follow-ups and contact log. Tax and payment details stay in Studio.

• Who's our HVAC vendor? (looks up)
• Add Cool Air as a vendor, contact Dana Ruiz. (done at once)
• I talked to the plumber today about the leak. (done at once)
• Remind me to call the caterer Friday. (done at once)
• Add a note on Cool Air: prefers texts. (done at once)

Volunteers and services

Plans, run sheets, teams, positions, scheduling, blockouts and songs.

• Who's serving Sunday? (looks up)
• What songs are we doing? (looks up)
• Put Ana on keys Sunday. (done at once)
• Lee is away Dec 20 to 27. (done at once)
• Add "Way Maker" to Sunday's plan. (done at once)
• Notify the team about Sunday. (waits for approval)
• Remind people who haven't confirmed. (waits for approval)

Kids check-in

Rooms, headcounts and attendance. Check-out stays in Studio.

• How many kids are in the nursery right now? (looks up)
• Attendance last Sunday by room. (looks up)

Careers

Job postings and applications.

• Any new applicants this week? (looks up)
• Draft a youth pastor posting. (done at once)
• Move Lee to Interview. (done at once)
• Add a note on Lee's application. (done at once)
• Publish the posting. (waits for approval)

Concierge

Website chat conversations, leads and assistant settings.

• What are people asking the website chat? (looks up)
• Any new chat leads? (looks up)

Alerts and care

Care signals, emergency alerts and site alerts.

• Who hasn't attended in a month? (looks up)
• Snooze the Garcia signal two weeks. (done at once)
• Assign the Garcia signal to Lee. (waits for approval)
• Send an emergency closure alert. (waits for approval)

Links, link pages and cards

Short links, QR codes, link-in-bio pages and digital business cards.

• Make a short link to the Easter page. (done at once)
• Make a QR code for the VBS form. (done at once)
• Add a Give link to our link page. (done at once)
• Turn off the old Easter link. (asks you first)

Studio users

Who is on your team: add someone, change their role or what they see, remove them.

• Add Eric Stone, eric@hope.org, as Staff, no financials. (waits for approval)
• Make Eric a Manager. (waits for approval)
• Sarah shouldn't see the financials. (waits for approval)
• Remove Tom from Studio. (waits for approval)

Money (view only)

Giving, invoices, payments, receipts, memberships and campaigns.

• Total giving this month. (looks up)
• How did giving compare to last month? (looks up)
• Find invoice 1042. (looks up)
• Who renewed their membership? (looks up)
• How close is the building campaign to its goal? (looks up)

Connected before October 22, 2026? Reconnect your AI app once to turn on Notes and Vendors.