Run work with AI
Send Workspace, page, meeting, or observation context to your preferred AI client.
Send to AI prepares the current In Parallel context for work in another AI tool. The button can name your preferred client, such as Send to Claude.
Choose the context
Start from the record that contains the context you need:
- Workspace home for the Workspace’s shared context.
- A Workspace page for Context, a Runbook, or another maintained page.
- A meeting for its captured context.
- An observation for a specific Action Item, decision, or other source-linked record.
Send context to your AI client
- Open the Workspace, page, meeting, or observation.
- Select its Send to AI button, which may name the selected client.
- Follow the handoff into that client. Some clients use a copied prompt that you paste yourself.
- Review the context and proposed work before continuing.
The two-squares icon immediately to the right of Send to Claude is Copy as prompt. The handoff button names the selected assistant.
Select the separate Copy as prompt button beside the handoff when you want to paste the prepared context yourself.
Choose your preferred AI client
- Open Settings → Account → Connections.
- Find AI assistants.
- Select Use [assistant] for Send to AI for your preferred client.
With no preferred assistant selected, you are asked each time.
A preferred destination does not establish a live MCP connection; use Setup instructions to connect and verify that separately.
Useful follow-up work
For example, ask your AI tool to:
- turn a Runbook into a checklist for a specific incident;
- prepare a handover from the current Context page;
- review objectives for gaps or contradictions;
- draft a decision brief or meeting recap from the supplied context.
Check the audience, destination, and wording before sending a message or changing a record in another tool.
To review and publish meeting updates inside In Parallel, use the meeting’s Workspace updates area. See Review and publish meeting updates to a Workspace.
Send to AI or Chat?
| Use | When |
|---|---|
| Chat | You want to ask a question or explore context inside In Parallel |
| Send to AI | You want to continue from a specific record in another AI tool |
| Connected assistant over MCP | You want an external assistant to retrieve authorized context across In Parallel records |
A prepared handoff does not by itself give the receiving tool access to other Workspace material. An MCP connection provides separately authorized access.
Privacy and review
The AI tool you choose has its own privacy and retention policy. Check what you share, especially when the context contains sensitive information.
The receiving AI can still make mistakes. Check important claims against the source and keep a person responsible for consequential decisions, communications, and writes.