CoFoldersUse cases
Find a better way to work with CoFolders
Collections
Business operations
Keep priorities, decisions and commitments moving together.
Sales & customer relationships
Turn account context into a clear next step for every deal.
Finance & reporting
Bring source data, assumptions and business reporting together.
People & onboarding
Give new teammates the context and guidance they need.
Marketing & content
Build campaigns and documents from shared business context.
Research & company knowledge
Make scattered files useful for the next decision.
Featured
Start with everyday business workflows.
Start your day with a clear plan
Bring priorities, open tasks and approaching deadlines into one focused brief.
WorkflowTurn meetings into next steps
Find decisions and commitments in meeting notes, then prepare follow-ups for review.
AutomationPrepare a customer follow-up
Use the account’s history to draft a relevant reply and a concrete next step.
Knowledge workAll use cases
12 workflows to explore
Start your day with a clear plan
Bring priorities, open tasks and approaching deadlines into one focused brief.
WorkflowTurn meetings into next steps
Find decisions and commitments in meeting notes, then prepare follow-ups for review.
AutomationPrepare a customer follow-up
Use the account’s history to draft a relevant reply and a concrete next step.
Knowledge workReview your sales pipeline
Find stale opportunities, missing next steps and deals that need attention.
Data & analysisUnderstand your cash flow
Compare receipts, payments and assumptions in an editable working analysis.
Data & analysisPrepare a monthly business review
Connect business metrics with the notes that explain what changed.
Data & analysisBuild a new-hire onboarding plan
Turn role documents and team guidance into a practical first-week plan.
WorkflowMake team procedures easier to use
Organize procedures into clear steps, responsibilities and unresolved questions.
Knowledge workBuild a campaign work plan
Bring the brief, audience and approved assets into one coordinated plan.
WorkflowDraft documents from company context
Create a useful first draft grounded in the files your team already has.
Knowledge workTurn research into a decision memo
Compare evidence, tradeoffs and open questions before choosing a direction.
Knowledge workKeep an eye on business signals
Define the changes that matter and prepare a recurring review for approval.
Automation