Preparing workspace
Help center
Short guides for starting work, giving Beam your context, connecting tools, and understanding your plan. Everything Beam does stays reviewable before it reaches your customers or your tools.
Beam is your guide on every page. Tell it the outcome you want and it turns that into a short, reviewable plan.
Work is where repeatable processes live. Start from a template, shape the steps, and preview before going live.
The Library holds the documents and notes Beam can cite. Import your website to start with brand voice and copy.
Content mode plans the calendar; the Content studio produces finished drafts, images, and branded posts.
Gmail, Calendar, Docs, and Sheets connect through a secure authorization flow. Beam only proposes actions until you approve them.
Add people to the roster, set their role, and keep review decisions visible to everyone who needs them.
Ready-made AI use cases: turn meeting notes into assigned action items, draft customer replies, write SOPs, build proposals, and get a team delivery digest.
Pick a task or type a goal. Beam reads your workspace, drafts, and asks before anything posts, assigns, or leaves. Auto (safe) mode lets it message known contacts and post small amounts on its own, within limits.
Generate on-brand images (1 credit) and short video clips (5 credits) in Content studio, in Tasks, or straight from the Asset library. Everything lands in Assets with its prompt; animate an image into a video or make variations.
Record income and expenses, snap receipts, import bank exports, invoice customers, track bills, and get accountant-ready reports. Beam suggests categories; you approve.
Staff shows who is delivering what: assign work to people, see what AI helpers ran, review hand-ins, and spot overdue items early.
FAQ
Every new account starts with a 14-day Scale trial and 100 task credits. No card is collected and nothing is charged automatically. When the trial ends your workspace is kept, and AI execution resumes when you choose a plan.
Each Beam request or AI helper preview uses one task credit, and workflow runs use one credit per AI step. Failed requests are refunded automatically. You will see a reminder when your balance drops to 20, and you can top up from Plan & billing.
No. Connected actions are proposals until you approve them. Previews never send email, create events, or edit documents, and every approved action is recorded in your activity log.
Owners manage billing, ownership, and everything below. Admins invite people, connect apps, change workspace settings, and assign and review work. Members build and run work, use AI helpers, and hand in their own tasks for review. Viewers can read everything but cannot change anything. Roles are set on the People page; the Staff page adapts to your role, so members see “My work” instead of the team view.
They accept the invitation, create a Beam account (or sign in with the invited email), and land directly in your workspace on their work. If they belong to several workspaces, the switcher in the sidebar moves between them.
A per-task setting for owners and admins. Beam still reads and drafts freely; in Auto mode it may also post amounts under the session limit and email customers or teammates already on file, without a click. Unknown recipients, anything irreversible, and amounts over the limit always ask first. Every action is shown in the task and logged.
No. Finance keeps real double-entry books (every posting is a balanced journal entry; corrections are offsetting entries, never deletions) and produces the reports an accountant needs: profit & loss, balance sheet, trial balance, tax summary, aging, CSV export. Beam's suggestions and explanations are bookkeeping help, not tax or legal advice. Owners and admins see the books; members can submit expenses and receipts, which land in the review queue.
Yes. Settings → Data & privacy lets you download a JSON export (the whole workspace for owners, your own records for members) and permanently delete your account. Owners must remove other people from the workspace first; deletion cancels any subscription and erases the workspace, uploaded files included.
Your documents, notes, and run history are scoped to your workspace. Beam retrieves only your own sources when it answers, and you can remove a source at any time from the Library.
Open Work, select the workflow, and switch to the Runs tab. You can pause, archive, or delete it there. Paused workflows keep their steps and history but never run.
⌘K (Ctrl+K on Windows) opens the command menu to jump to any page. ⌘J (Ctrl+J) opens Beam from anywhere in the workspace. Esc closes either.
