WEBVTT

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Everything starts with a Workspace.

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Think of it as one home for one client or
project.

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In Outloop, click Create workspace.

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Give it a name, choose your AI
environment, and click Create and connect.

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That's it.

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Outloop creates the local folder and prepares the instructions your AI agents
need.

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Claude Code, Codex and Hermes can work
with this environment.

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No separate Claude Cowork project or
manual folder connection is needed.

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Now open the Workspace Context.

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This is where you keep the client's goals,
key performance indicators, reference

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folders and working instructions.

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You can edit these yourself or ask an
authorized agent to help you update them.

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Next, click AI Worker.

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Meet Ollie.

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Open Settings, choose the engine, select a
Work owner and your Reviewers,

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and confirm their permissions.

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Once Ollie shows Active, you can give it
work directly.

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Want Ollie to receive tasks by email too?

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Select your connected mailbox, choose
which clients or team members can

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send requests, and confirm activation.

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Now Ollie can pick up authorized requests
without waiting for

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you to open a conversation.

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Let's give Ollie access to the services it
needs.