Docs
Pages for the team
Live co-editing, nesting, tables, maps, sharing outside, and an assistant that writes into them.
Docs are the written part of the workspace: meeting notes, playbooks, wikis, anything that is a page. Not to be confused with Contracts, which is the signing app. A doc is a page that anyone on the team can open, edit and link to.
Writing
- Blocks
- Headings, lists, quotes, links, code, callouts, images.
- Tables
- Typed cells: text, number, date, select, checkbox. Sort and filter inside the doc.
- Maps
- A map block with pins, for territories or a customer visit.
- Nesting
- Pages nest under a parent, each with its own icon. The tree is the sidebar.
Together
- Edits show up live for anyone on the page. Cursors and all.
- Comments in the margin, with mentions that notify.
- Shared with the team by default. Publish a public link or invite an email address for the rest.
- Present a doc as slides, one heading per slide.
The assistant writes here
Summarise this week’s calls into the Weekly Notes doc appends to the page, with a review bar so you can keep or undo it. Ask for a customer-facing recap of a meeting and it writes the doc and offers the share link.
Around docs
The parts of the workspace this one works with.
Plans
A step-by-step plan you share with a customer. Both sides see progress. They see a clean portal, not your workspace.
A live shared plan keeps a deal honest. Everyone sees what is next and who owes it. The customer opens a clean portal on your domain, without an account, and ticks off their side; you see the moment they do.
Passwords and secrets
Share a key or a password with a one-time link that burns after reading.
A credential pasted into a chat is there forever. A secret link is there once. Passwords and secrets is a small vault for the team and a one-time link for everyone else.
The assistant
Your agent, wired into your workspace. Claude, Codex or Cursor’s. It reads what you can read and does what you can do.
The panel is your agent with your workspace in front of it. Claude, Codex or Cursor’s, whichever you connect. It can read records, conversations, meetings and reports, and it can act: create and update records, send and schedule messages, build sequences, run reports, change settings. With your permissions, in your workspace, and nowhere else.
Questions
Can I import from Notion or Google Docs?+
Paste. Headings, lists and tables come across. Attachments are re-uploaded.
Who can see a doc?+
The workspace, by default. Sharing outside is per doc: a public link, or specific emails.
Can the customer add steps?+
They can comment and complete their steps. Adding and editing steps is yours.
Does it notify?+
A step completed or commented on by the customer notifies the owner. A step overdue notifies whoever owns it.
Can the assistant read a secret?+
No. Secrets are encrypted and never exposed to the assistant or the API.
What if the recipient did not open it in time?+
Make a new link. The old one is gone.
Can it send mail without asking?+
It can, with your permissions. Ask it to draft and you review, or let it send and it tells you what went out.
Does it see other people’s data?+
Only what your permission profile allows. A member’s assistant sees a member’s view.
Which agent?+
Whichever you connect: Claude, Codex, or Cursor’s. It runs in the app, or locally through the desktop app when one is awake.
Try docs on your own data
Connect your email, then open a person. Most of the product shows up on that one page once the mail is in.
More in Workspace
The sidebar, docs, tickets, settings and the desktop app.
Reorder, hide and group apps. Keep several named layouts and switch between them, each with its own theme.
Tickets from chat, from email, or by hand, with stages, priorities, and categories that carry SLA hours.
Users, roles, seats, permissions, branding, notifications, billing and custom domains.
Meeting recording, dictation, iMessage, native notifications, files on this computer, and the assistant running locally.