AI & widgets · Guide 24 of 37
Add widgets and AI tools
Place useful department tools next to SOPs, using free standard widgets or reviewed AI-generated tools.
Before you start
- Sign in as the workspace owner or an admin. Read-only members cannot change workspace content.
- Choose the department where the widget belongs. Standard widgets are free; AI requests use credits.
Step-by-step walkthrough
Step 1
Open a department
Select the relevant department in the sidebar. Its tools live alongside that department’s procedures, rather than replacing the library.
Step 2
Choose Add widget
Open Add widget and pick a supported standard widget such as checklist, links, note, countdown or organizational chart. Give it a task-oriented title and fill in its fields.
Step 3
Review AI widget suggestions
If using the widget dialog’s AI option, describe the widget, review its preview and select Approve only when it fits. For a numeric calculator, use Build with AI in the department instead.
Step 4
Populate and check the widget
Add the real links, checklist items, notes or team names through the controls the widget provides. Remove starter items that are not relevant; do not assume sample data is live business data.
Practical example
An onboarding department
Add a checklist for account setup, a link list for approved tools and an organizational chart with the team lead first. Use the Name and Role fields to add people to the chart.
Common issues and fixes
- My requested tool needs a live integration
- Standard widgets display stored data. Do not assume an AI-created table automatically connects to your CRM, advertising account or payroll.
- A custom chart shows starter numbers
- Treat them as examples until populated with verified values. A chart is not evidence that a data feed is connected.
What success looks like
The department has a practical supporting tool with clear, verified content.
Still need help? Contact Cloopp support
Next guide: Set up a dashboard