THE PLATFORM / ONE CONNECTED CONSOLE
One workspace.All the AI you need.
Bring business tools, specialized agents, documents, and repeatable workflows into one clear view of your work.
PRIVATE BETATOOLS / AGENTS / WORKFLOWS / OUTPUTS
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WORKSPACE OVERVIEWYour work, in one place.
Workspace view TUESDAY / WORKSPACE OVERVIEWGood morning, Alex.
All workspacesHere is the work your team has in motion.
Current workView workspace
SAPrepare lead follow-upSales Agent / Northfield SupplyReview draft
RACompare service requirementsResearch Agent / 3 source filesBrief ready
01 / ONE WORKSPACE / MANY CAPABILITIES
Everything has a place in the work.
Bring a task's context, the right support, and the result into one connected workspace.
ONE CONNECTED WORKSPACEContext carries through each step
01WorkspaceOne view of current work
02AI ToolsResearch and documents
03AgentsRole-focused assistance
04WorkflowsRepeatable steps
05OutputsBriefs, drafts, and reports
Context moves with the workOrganized inputs Useful outputs
02 / TOOLS THAT WORK TOGETHER
Move from information to a result you can use.
See how focused capabilities support different parts of your everyday business work.
01 / AI AGENTS & TOOLS
Role-focused assistance, close to the task.
Bring research, document work, financial context, and sales preparation into a consistent working view.
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AI AGENTSA clear view of every task.
Workspace view SALES AGENT / TASK BRIEFPrepare a thoughtful follow-up
Lead reviewACCOUNT CONTEXTNorthfield Supply
Operations team · evaluating reporting tools
WHAT TO FOCUS ON
Summarize the reporting priority, address the onboarding question, and keep the next step concise.
Review at your paceSales Agent selected
02 / FILES & RESEARCH
Keep source material connected to what it says.
Organize documents, questions, and key findings so the context stays visible as a brief takes shape.
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DOCUMENT INTELLIGENCERequirements comparison
Workspace view STRUCTURED BRIEF3 themes
Requirements at a glanceA quick comparison across the supplied material.
01Reporting cadenceWeekly summaries appear across all three sources.2 references
02Onboarding scopeSetup expectations differ by service tier.3 references
03Response windowsConfirm how urgent requests are defined.1 reference
Sources stay close to each findingReview brief
03 / WORKFLOWS
Give repeatable work a structure people can follow.
Connect inputs, specialist support, review points, and clear outputs in a single process.
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WORKFLOW STUDIOKeep each step in view.
Workspace view Operations ReviewReady to review
Last edited today Saved
WORKFLOW CANVASWeekly work / open approvals
01Work itemsInput
02Operations AgentAssistance
03Blocker reviewOrganize
04Action planPrepare
05Team reviewHuman review
5 connected stepsOutput / Status recap + action list
04 / REPORTS & OUTPUTS
Make the important points easier to scan.
Shape findings and business context into briefs and reports with a clear outline and review cues.
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REPORTSQuarterly performance brief
Workspace view Quarterly performance brief
A clear view of the changes, context, and decisions ahead.
Revenue movement+8.4%Compared with previous quarter
KEY TAKEAWAY
Growth is strongest in recurring accounts. Review staffing needs before the next planning cycle.
Sources and assumptions listedReview report