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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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Active Follow-up

Nothing falls through the cracks.

Keep a business objective connected to checks, evidence and the person responsible for the next decision.

Start with CoFolders Watch how it works →

The old way

“I’ll send the contract Friday.”

Friday arrives. The contract hasn’t. Someone has to remember the promise, check the sources and decide whether to follow up.

ConversationsFilesDataDecisionsPeopleWho connects the context?
Active Follow-up / Supplier contractIllustrative demo

“I’ll send the contract Friday.”

Supplier
Operations Agent
Contract owner
  1. SupplierMonday · Commits to Friday delivery
    Completed
  2. Operations Agent → Connected filesFriday · Checks connected evidence
    Working
  3. Operations AgentExpected contract is missing
    Waiting
  4. Operations AgentPrepares a follow-up draft
    Completed
  5. Contract ownerReviews the next action before sending
    Approval required
1 / 5

Example sequence, not a live customer result. Sending requires a connected provider and configured approval.

Active Follow-up

Work that stays in view.

Active Follow-up ties an objective to a check and its evidence. Connected sources help an agent prepare the next action; the owner reviews sensitive actions under the configured rules.

PeopleDirection & judgment
AgentsEvidence & execution
FilesDataKnowledgeWork
Working Folder · One shared objective

From context to a useful outcome.

  1. 01

    Set the objective

    Define what should happen, who owns it and when to check.

  2. 02

    Check the evidence

    Look at connected sources and distinguish missing evidence from a completed outcome.

  3. 03

    Bring attention to the right person

    Prepare a follow-up or proposed action for the responsible owner.

Run Automatically / Automation

Good work deserves a repeatable way to happen.

Collect the updates. Find the records. Prepare the report. Ask for review. Repeat. The process depends on someone remembering to run it.

Turn a useful process into a workflow that can start at the right time and pause for human judgment.

See the story →
CoFolders · AutomationExample

Monday’s review. A repeatable workflow.

1
Start from a scheduleConnected work
2
Collect permitted evidenceConnected work
3
Prepare the reportConnected work
4
Pause for owner reviewHuman judgment
5
Keep the next check in viewConnected work

Trust comes before action

Your company. Your boundaries. Your judgment.

People and agents need clear authority. Put access, evidence and review into the way the work happens.

Explore security & control →
The right access

Workspace membership and folder permissions define which resources may be used.

Human review

Sensitive actions follow the configured approval rules. A proposal is not an approval.

Visible evidence

Inspect sources, proposed outputs and available execution history.

Privacy policy · draft →

Evidence before promises

Judge the result by the work.

Start with a real workflow. Establish the baseline, review the outputs and see where people still need to step in.

Explore illustrative workflows →
Time spentMeasure before. Compare after.
Work completedInspect reports and useful outputs.
Follow-ups trackedReview objectives and evidence.
Human exceptionsKeep decisions and interventions visible.

Customer results will be published with measured evidence and permission. Current workflow stories are illustrative.

CoFolders

Your company can work differently.

Start with one team. One folder. One workflow.

Start with CoFolders →Talk to us ↗

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