What shipped this week at OKiDO · 2026-10-04 → 2026-10-10

Your AI assistant can now update an existing Playbook document, not just read it. This week also brings clearer rules for approvals and comments, more reliable work across multiple organizations, and a simpler way to manage connected assistants.

The common thread is confidence in day-to-day execution: you can see where work belongs, control who can change it, and keep a record of what happened.

Let AI assistants work with your Playbook

AI assistants connected through the OKiDO MCP can now update the title and content of an existing Playbook document. The new update_document tool accepts Markdown, including tables and links, or the editor’s JSON format. It checks the document version the assistant read before saving, so it won’t overwrite a newer change made by someone else. Content changes also appear in version history.

Getting an assistant connected is easier, too. The new Settings → AI assistants page walks you through connecting Claude, ChatGPT or Claude Code, gives you the server address to copy, and shows which assistants are already connected to your account. If you haven’t connected one yet, a dismissible banner beneath the header points you to those instructions.

A few related improvements make assistant-driven work more dependable:

• The MCP get_document and list_documents tools now find Playbook documents stored under a department as well as those stored under a folder.

• Tasks created through the MCP always land in a board column. Assistant-created projects get the usual To Do, In Progress and Done columns, and a task created without a specified column goes into the leftmost one.

• Only organization owners and admins can edit or test MCP server connections or attach them to agents.

Keep tasks, approvals and runs moving

Subtasks now show a Parent / Subtask breadcrumb at the top of the task drawer. Click the parent to return to it without leaving the drawer. If an AI assistant creates a task while working in a project, the board-column changes above make that task easier to find alongside the rest of your team’s work.

Task comments now stay attributable to the person who wrote them. You can edit or delete your own comment only while it is the most recent comment on the task; once someone has replied, it stays as written. Organization admins cannot change another person’s comment, and AI assistants using the MCP follow the same rule.

Approvals in process graphs now go to the people assigned to give them. An assigned approver, or a member of the assigned team, can approve or reject a step; organization owners and admins can step in when needed. If a step requires several approvals, the process waits for enough different people to approve before moving on.

Process graphs also move forward when an SOP step’s run is finished, rather than waiting indefinitely. The SOP run now includes its checklist steps, so the work to complete is visible in the run itself.

Password-protected public run links now ask for the password when someone takes an action, not only when they open the link. That includes ticking checklist items, filling forms and completing steps. Guests can still tick checklist items, but cannot rename them, and completed steps can no longer be edited.

Know who has access to each organization’s work

You can now sign out every other device from Settings → Security while staying signed in on the browser you’re using. Changing or resetting your password does this automatically. Those actions also disconnect every AI assistant connected through the OKiDO MCP, such as Claude; reconnect an assistant from its own app when you want to use it again.

Passwords must now contain at least eight characters when you sign up or change one, matching the existing password-reset requirement. Password-reset emails also reach accounts whose email address was saved with capital letters.

Invitation links now take you straight into the organization that invited you when you sign up. An invitation is accepted only through its own link, rather than because the email address on an account matches. When you remove someone from an organization, their tasks in that organization are unassigned, and its reminders and Google Tasks sync stop for them.

Private projects remain private across more places in OKiDO. People who are not project members no longer see those projects’ tasks or comments through search, task links or dashboards. You can share and navigate other work without exposing a private project along the way.

Make billing and organization setup clearer

If an organization’s payment is pending or its subscription is suspended, its data stays in place, but Free-plan limits apply until billing is sorted. The Plans tab now explains what is happening. Upgrades to a paid plan go through checkout, and you cannot start a second subscription or another free trial on top of an existing one.

Creating a new organization on a paid plan now takes you directly to secure checkout to add a payment method. Until checkout is complete, that organization uses the Free plan. If your card requires extra verification through 3-D Secure during an upgrade, OKiDO now prompts you to confirm the payment instead of leaving the subscription incomplete.

Find the right work across organizations

When you have multiple organizations active, newly added teammates now appear in the assignee picker for tasks in their own organization. You no longer need to deactivate your other organizations to find them. The same correction applies to team, project-member and search pickers, while organization settings for members, invites, webhooks, API tokens, audit logs and billing now act on the organization you opened.

Global search results for documents, SOPs and recordings now open the item you clicked instead of leading to a page-not-found screen. Inside documents, Google Docs and Notion previews, images inserted by URL, and video embeds from YouTube, Vimeo, Loom and Dailymotion now display as expected.

Onboarding emails now respect unsubscribes and include an unsubscribe link. The weekly newsletter also supports one-click unsubscribe in mail apps, so you can manage those messages where you read them.

Try updating a Playbook document through your connected assistant, or visit Settings → AI assistants to connect one. As your team works through tasks and runs this week, the new boundaries and fixes should make it easier to see what needs doing, who can act, and where the work stands.