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CoFolders

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Release notesProductNewsCompanyUse casesWorkflowsUse case collectionsWorkflowsStart your day with a clear planUse caseTurn meetings into next stepsUse casePrepare a customer follow-upUse caseReview your sales pipelineUse caseUnderstand your cash flowUse casePrepare a monthly business reviewUse case
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Workspace

People and agents. Shared context.

Organize your company around shared folders, resources and responsibilities.

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CWorkspaceOperations folder
Operations▤ Weekly review▥ Business data☑ Delivery checklist◷ Follow-up
Draft · Revision 3

Weekly operating review

Context, supporting evidence and the next steps for the team.

Next steps

1. Review outstanding tasks
2. Confirm the operating plan

History: v1 → v2 → v3
Illustrative example · Workspace

From context to outcome

01 / Workspace

A shared place for work

Connect conversations, documents, data and tasks in one business context.

In your workflow

One shared context.

  1. 01A shared place for work
  2. 02Folders that mean something
  3. 03Clear access
Open workspace ↗

02 / Workspace

Folders that mean something

Structure work around teams, customers and projects.

In your workflow

One shared context.

  1. 01A shared place for work
  2. 02Folders that mean something
  3. 03Clear access
Open workspace ↗

03 / Workspace

Clear access

See the folders and resources available to your account.

In your workflow

One shared context.

  1. 01A shared place for work
  2. 02Folders that mean something
  3. 03Clear access
Open workspace ↗

Put it to work in your team.

All solutions →

Operations

Connect company knowledge, recurring processes and the people responsible for delivery.

Engineering

Bring project knowledge, agents and delivery tasks into a shared context.

Management

Connect goals, plans, business data and responsibilities across your team.

Context with clear boundaries

Work within the folders and permissions available to your account. Review sensitive actions before they continue.

Explore access controls →

Questions, answered.

Who can use this feature?

Access depends on your workspace membership, folder permissions and configured capabilities.

How does it work with the rest of CoFolders?

Use related resources in the same business context. A link between resources provides context and does not grant additional access.

Connected to the rest of your work.

Files & knowledge
Every file has a history.

Give company knowledge a place to work.

Keep documents, files and knowledge together in the folders where your team works.

Communication
Conversations meet work.

Keep the conversation close to the work.

Bring team conversations and agent collaboration into the context of each folder.

Agents
Context. Tools. Action.

Give your team a new way to work.

Work with agents that use company context, tools and human review to move work forward.

Put your company context to work.

Start with CoFolders