At a glance
Before you start
You need:- A Wrike account with access to the spaces you want to use.
- An allowed integration. An owner or admin sets Wrike to Allow under Admin → Connectors → Catalogue.
- Approval from your Wrike account admin if they restrict which apps users can authorise.
- Time tracking turned on in your Wrike account if you want to read or log time.
Wrike stores accounts in more than one data centre. Hebno uses the host Wrike returns when you authorise, for example
www.wrike.com or app-eu.wrike.com, so your data is read from the data centre your account uses.
Connect Wrike
1
Start the connection
Open Settings → Connections, find Wrike and select Connect. You can also select Connect from the prompt in a chat.
2
Sign in to Wrike
Sign in, choose the account if you belong to more than one, check the access Hebno requests, and select Accept.
3
Return to Hebno
The card shows Connected with your Wrike account name.
What Hebno reads
Reads are live. Hebno queries Wrike when a request needs it. Only what a reply used is stored with the conversation as its sources.
What Hebno writes
Every write appears first as a confirmation card. You can change any field before you select Confirm.
A Wrike change pending confirmation. Nothing is written until you confirm.
Link a project to a Wrike project
Linking marks which Wrike projects or folders belong to an engagement, so you can ask “what is overdue?” without naming the project.- Open the project and select Brain.
- Under Linked records, select Link record, then Wrike.
- Search by project or folder name and select it. Repeat for each Wrike project in the engagement.
Use Wrike in chat
-
Attach: open the + menu, choose Sources → Wrike, and pick a space, a folder, a project or a task. Or type
/and choose Wrike. -
Ask: name the project, task or person in your request. For example:
List every task on the Contoso pricing review that is overdue or due this week, with the assignee and last comment.
How many hours did each person log against the Contoso project in October, by timelog category?
Create a task in the Readout folder to prepare the steering committee deck, assign Sarah Chen, due 13 November, importance High.
- Research runs show a Checking Wrike step, with a chip for each project and task it read.
- Agents can read Wrike on a schedule, for example a Monday list of projects past their finish date. Writes an agent proposes appear in agent approvals for review.