Walkthrough · Page 2 of 7

Creating a new assignment

One form, six fields, and the system handles the rest. Fill in the worker, the client, and when the shift starts. Everything else is automatic.

Opening the form

Click the blue "+ New assignment" button on the dashboard. The form slides in as a modal on top of whatever page you are on. You can also reach it from a link in the sidebar.

The form has three short sections: the worker, the client, and the assignment details. None of the fields are long.

The six fields

Field	What it means	Example
`Worker name`·required	The full name of the person being placed. Goes into the Telegram message and the email.	`Ana Kovač`
`Worker contact`·required	The worker's phone number or Telegram handle. This is where the worker notification is sent.	`+386 31 123 456`
`Client company`·required	The name of the business the worker is going to. Goes into the email subject and body.	`Hotel Mons`
`Client email`·required	Where the confirmation email is sent. In dev mode this is overridden to your test inbox.	`info@hotelmons.si`
`Assignment date`·required	The date the shift or placement starts. Used to calculate whether this is urgent (under 24 hours away).	`2025-06-10`
`Assignment time`·required	The start time of the shift. Shown in the Telegram message to the worker.	`08:00`

The Tab shortcut

Click into any empty field, then press Tab. The dashboard fills in a realistic sample value for that field. Useful when you are doing a demo or just want to try the form without typing everything out yourself.

How to fill the form

1
Open the form
Click "+ New assignment" on the dashboard or in the sidebar.
2
Fill in the worker section
Enter the worker's name and their contact (phone number or Telegram handle).
3
Fill in the client section
Enter the company name and the email address the confirmation should go to.
4
Set the date and time
Pick the date and time the assignment starts. If it is within 24 hours, the system marks it urgent automatically.
5
Choose the engine (optional)
The default is Python. If you want to use the n8n workflow instead, open the Advanced toggle and switch it there.
6
Submit
Click "Create assignment". A success screen shows the new assignment ID and an "Add another" button.

What happens after you click submit

The system works through a short chain in a few seconds. You do not need to wait for it or do anything else.

Form submitted

dashboard saves the data

AI writes email

Gemini drafts the message

Client email sent

via Gmail

Worker notified

Telegram message sent

Team notified

Slack message posted

Row logged

sheet + database updated

If any step fails, the Activity log records it with a red status so you can see exactly what went wrong.

The Advanced toggle

By default every placement goes through the Python engine. That is the right choice for almost all cases. If you ever need to route a specific placement through the n8n visual workflow instead, expand the Advanced section at the bottom of the form and switch the engine there.

← Previous

Walkthrough · Dashboard

Walkthrough · Assignments