Problem:

The Categorize and Share actionable whispers require a workspace to work. When you choose this option, it takes you to a workspace selector. At the bottom is a Learn more button that takes you to the workspace list. However:

1. Learn more isn’t a very powerful call to action – it’s a little confusing why you would want to learn more about a workspace when you didn’t ask for one and there’s no indication that a workspace is related to the thing you just tried to do.
2. Additionally, even after you create one, you are just looking at the profile for it – it’s not clear why your new workspace helps you share with an accountant or categorize.

Solution:

Remove the empty workspace state from this workflow (ie, Learn more and Create workspace), and instead:

1. Create a workspace automatically if none already exists
2. And then take you straight to the thing you said you wanted to do:
   • Categorize should take you straight to the expense editor with the category selector open,
   • Share with accountant should take you straight to the invite screen of the workspace editor

If you already have an existing workspace, we’ll keep the flow the same.

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• shubham1206agra | Contributor | 0