dpaperwork

Changelog

What’s new in dpaperwork

Every release, newest first. Early access ships in small steps, so this page moves often.

  1. Latest

    Progress marks, steadier connections and quicker pages

    New
    • Progress marks: setup quests to get your Workspace running, a daily close, and a weekly edition that sums up what moved
    • Cancel a running Playbook Graph run, and open a run to see where it is. A run that gets stuck raises an alert
    Improved
    • Cadence, Money, People and Ops get a tidier layout, a short guide for each module, and a fix to the Scorecard reminder
    • Live updates pick up where they left off after a dropped connection instead of reloading everything
    • Chat replies start sooner, and lists and Today decide what you can see in fewer lookups
    • Labels, primary buttons and links use the shared colours, so they read the same in light and dark
    Fixed
    • The page no longer keeps reconnecting in a loop and hitting a rate limit
    • Adding a reaction to an archived Channel is now refused, and a duplicate Company name no longer reveals a Company you cannot see

  2. Canon: say it once, and everyone uses it

    New
    • Canon replaces Knowledge. Correct the AI in a chat and it proposes the correction as a Candidate card. Accept, edit or dismiss it, and once accepted every teammate and agent uses it. Nothing becomes Canon without a person
    • Add to Canon on any message, to capture something the AI did not spot, and send a Candidate to a teammate to accept when you cannot
    • Every Chat answer that used Canon shows a context receipt: what it was sourced from, and what the AI only assumed, labelled differently. Open any source to check or fix it
    • Canon entries read like a wiki: organised under their Company, with numbered citations, revision history, and a Human-reviewed mark when a person wrote or accepted the current version
    • Follow an entry and get notified when a new version is accepted
    • Your Skills appear in Canon, grouped by trigger, with their revision history. Chat reads them as context and only offers to run one for your approval
    Improved
    • Terms now show as Definitions, and the services-agency Pack adds a metric kind so the AI and your team share one meaning of your measures
    • When the AI proposes an edit to a Skill, the last version you accepted keeps running until you accept the change
    • A Skill no longer needs executable steps, so you can write down a way of working without automating it

  3. Faster page loads

    Improved
    • Today loads its data in one trip instead of many, so it appears sooner, especially on slower connections
    • Opening any page in your Workspace needs fewer lookups before it can show anything
    • Clients, Docs and Delivery lists no longer load every row in the background, so they open lighter and the page you click into loads on demand

  4. Your Company OS: Cadence, Money, People and Ops

    New
    • Cadence: keep a list of Issues, track a Scorecard of weekly numbers that fill in automatically where they can, and run your Weekly Meeting from one page
    • Money: raise an Invoice by hand or straight from a signed SOW, and add a Razorpay payment link so clients can pay from the invoice
    • People: keep a record for each person on your team, run onboarding and offboarding checklists, and track leave requests
    • Ops: keep a list of Vendors and a compliance calendar so filings and renewals do not slip
    • Give your Company agent a name of your own in Settings, and again during onboarding
    Improved
    • Each suggestion in your approval queue and on Today is marked "Computed" or "AI-drafted", so you can tell what was worked out from your data and what the assistant wrote
    • Search (Cmd+K) now finds Vendors, People and Invoices
    • The Company Brain shows when a Decision stopped being valid, and puts conflicting facts side by side instead of picking one
    • Chat deletes now go to Trash, like everywhere else, so you can restore them within 30 days. Deleting a Company from Chat moves its records to Trash too
    • The model list is updated to the latest available models
    Fixed
    • A Company in Trash no longer shows up in what the assistant knows
    • Skills can no longer move a Deal to Closed Won or Closed Lost behind your back; those moves go through the normal deal steps
    • Creating a Company with the same name as one you cannot see no longer hints that it exists
    • The chat box stays pinned to the bottom of the screen
    • A chat no longer stays stuck on "thinking" after a queued message fails

  5. More chats fit in the sidebar

    Improved
    • Chat threads in the sidebar take less vertical space, so more of your conversations are visible without scrolling

  6. Members see only their own clients

    New
    • Turn on scoped access in Settings → Team and members see only the clients and projects they are added to. You, and any role with "See all clients", still see everything
    • Add people to a client or a project from its page, or assign one person to many at once from Settings. A project member sees the client's header and notes, and nothing else of the client
    • Before you switch it on, Settings lists which roles will only see their own clients and how many members each has
    Improved
    • Search, Chat, Today, your Inbox, documents, the Company Brain and automations all respect it: a client a member cannot open reads as not found everywhere, and the assistant never quotes it
    • Tasks can be assigned only to members of their project. Removing someone who still has open tasks asks you to reassign them first
    • Members get an email and an Inbox entry when they are added to a client or project or assigned a task, and can turn the email off in notification settings
    • Panels, expanders and page changes now ease in and out instead of snapping, and stay still if your device is set to reduce motion

  7. Branded documents clients can accept and sign

    New
    • Documents are built from blocks you can reorder: a cover, scope, pricing table, payment schedule, clauses and signature blocks, with a live preview of the finished page beside them
    • Send a document as an online link your client can open, then accept, decline or ask for changes. Accepted documents are signed, and a signed PDF and receipt are kept
    • Add your logo, legal name, address, tax ID, contact details and bank details once in Settings, and they print on the cover, footer and payment section of every document and PDF
    • Set default terms and a named signatory: the terms are added to each new proposal as an editable clause, and the signatory appears in your signature block
    • Save any document as a template, and let the assistant draft a full proposal with scope, pricing and payment milestones. Prices it cannot confirm are left empty for you to fill in
    Improved
    • Choose A4 or US Letter for your documents, and pick from four more fonts: Lora, Source Serif, DM Sans and Plus Jakarta Sans
    • The email your client receives carries your logo, a button to the online document, and your contact details
    • Link a company to a draft right from the editor, and get a reminder when you create a document before setting up your branding
    • Settings is now one scrolling page: the menu follows where you are and jumps to each section, with a new Documents section for branding
    • Company Context is now edited on the Brain page, next to the rest of what the assistant knows about your company
    Fixed
    • The preview in the Send dialog now shows the document exactly as your client will see it, including your latest edits
    • If an assistant draft comes back empty, you are told instead of being left with a blank page

  8. Private channels and a better phone experience

    New
    • Channels can be private: only members can see them, only the creator can remove people or archive them, and leaving is final
    • Add a workspace member to a channel from its Members dialog or when you create it, and they are notified
    Improved
    • On your phone, a conversation fills the screen with a tighter message box, and dialogs and sheets stay above the keyboard so you can always reach their buttons
    • The assistant panel opens full screen on phones and sits beside your page on tablets
    Fixed
    • Channel messages keep their line breaks, web links are clickable, and every mention is highlighted

  9. A clearer Today page

    New
    • Suggestions raised in the last day are marked new, and the summary tells you how many are new
    Improved
    • Today now reads like a morning briefing: what needs your decision, what you are doing, what is stuck, and which documents clients have not answered, with one sentence at the top that jumps to each
    • On your phone, each section of the Watch panel folds into one line you can tap to open
    • Press p on Today to plan your day
    Fixed
    • Budgets on Today show your workspace currency instead of always showing dollars
    • Editing a suggested pipeline stage move now lists your stages to choose from
    • Accepting all suggestions no longer puts the same task on your list twice
    • Suggested next no longer repeats something that is already waiting for your approval

  10. Your connected mailbox stays private

    Fixed
    • Your Gmail and Calendar connection details are no longer sent to the browser when workspace settings load, so teammates can no longer read them

  11. Attachments, profile photos and logos work again

    Improved
    • Files you are about to send now sit inside the message box, and in channels you can send a file without typing a message
    Fixed
    • Attaching files to a chat message works again; uploads were failing with an error
    • Profile photos and workspace logos can be uploaded again, and are now stored privately so only signed-in people can see them
    • A file you attach now appears on your message, and on everyone else’s screen, as soon as it uploads, without reloading

  12. File previews, simpler Mentions, and a calmer Today

    New
    • You can attach Markdown and JSON files in chats and channels, and open a preview without leaving the conversation
    • The assistant can read a Markdown or JSON file attached to a conversation and answer questions about it
    Improved
    • A Mention is now either unread or read: opening it, or reading the message in chat, marks it read, and you can mark it read or unread yourself
    • Mentions have their own tab in your Inbox, and the unread count lives on Today instead of a separate menu item
    • Today has a larger greeting, a clearer summary sentence with underlined links, and a calm first-day view for new workspaces
    • Rows on Today have larger buttons on phones and a proper date picker
    • Deleting, removing someone or cancelling a plan now asks you to confirm, and says what will happen
    • Error messages now say what went wrong and what to do next
    • Sign-up, invite and password-reset emails match the look of the app
    Fixed
    • Founders now get the My day and Team switch on Today, along with team-wide blocked work and unanswered documents

  13. Safer Skills, search on phones, and a faster app

    New
    • Today is now a ranked briefing: a one-line summary of what needs you, then Decide, Do, Unblock and Clients, with a Watch rail for team load, projects at risk, budget and key results
    • Approve, edit or reject the assistant’s proposals right on Today, each showing exactly what will change, with a short Undo
    • See documents you sent that clients haven’t answered, oldest first, and draft a follow-up for your approval in one click
    • Founders can switch Today between My day and Team, and chase a blocked task or rebalance an overloaded teammate’s work
    • You are notified the first time a client opens a proposal you sent
    • After the assistant updates a record or moves a deal, a card shows each field’s old and new value with a link to the record
    • Search is now one tap away on phones, in the bottom bar
    • A key result can follow your closed-won deals automatically, by count or by value
    Improved
    • A scheduled Skill that fails for a temporary reason now retries once before it tells you
    • A Skill can only change records in the areas of the person who started it
    • Sign-in, sign-up and password-reset attempts are rate-limited across the whole service, and email verification links expire after an hour
    • Someone removed from a workspace stops receiving live updates within minutes
    • Pages load faster, and the app feels quicker on slow connections
    • A new channel appears in the sidebar the moment you create it, and accepting items on Today responds instantly
    • Mentions now live in your Inbox, under a Mentions tab, and clear once you open them
    • Delivery roles get access to Work without a separate Domain checkbox
    • You can type in the chat box while a conversation is still loading, and multi-word @mentions keep their picker open
    • Typing # at the start of a line in a Skill now makes a heading, even inside Steps and References
    • A client page you can’t open now says you don’t have access, instead of saying it doesn’t exist
    Fixed
    • The Morning Brief and the Company page no longer say “All clear” when their data is stale

  14. More accurate assistant lookups and a better phone board

    Fixed
    • Asking the assistant about a client that doesn’t exist now says so, instead of searching every deal, contact or project
    • On phones, a project board opens on a column that has tasks instead of an empty Backlog

  15. Safer proposals, a sharper assistant, and a round of fixes

    New
    • Run Now on a scheduled Skill runs it immediately, and the Skill editor saves as you type
    • A deal’s page lists its documents, and its Timeline records when a proposal was sent and when the client first opened it
    Improved
    • Roles and Team show real role names and every permission, so you can see exactly what each person can do
    • A newly created deal gets a short grace period before it is flagged as stale
    • Repeated failed sign-in attempts are now rate-limited, and resetting a password signs out your other sessions
    • Sending a proposal that still has unfilled placeholders like [PAYMENT TERMS] now lists them and asks you to confirm first
    • The assistant knows today’s date and each deal’s stage, and logs what a client asked for as a note on their company and deal
    • Search now finds tasks and projects as well as clients, contacts and deals
    • Objectives: your committed goals come first, and the Link deal list no longer offers deals that are already linked
    • Inviting someone who is already on the team, or already has a pending invite, now says so; cancelling an invite confirms it
    • Team members who don’t have access to Clients, Work or Docs see a clear message instead of an empty page
    • A record that no longer exists shows a friendly page with a way back instead of a blank screen
    • Dialogs on phones are sized to their content and scroll when they are long
    • The billing banner now says when a new workspace just needs billing set up
    Fixed
    • Tasks on Today now open when you tap them, and the Back link on a task page stays in your workspace
    • Finishing setup for a new workspace now opens its first chat in the right workspace
    • Deleted clients, contacts, deals and tasks no longer show up in assistant answers or Objectives
    • Mentions and a few other links now open in the correct workspace
    • Changes made while offline now say they weren’t saved instead of failing silently
    • Skill notifications no longer go to team members who can’t see the record

  16. A new look: warm stone light theme and graphite dark theme

    Improved
    • A refreshed palette: a calm warm-grey light theme, a true neutral graphite dark theme, and forest-green buttons and links in both
    • Status badges (Active, Lead, Hot Lead, overdue and the rest) are retuned so each colour is easier to tell apart
    • A new app icon, favicon and share image to match, with a green fold on the logo
    Fixed
    • The Delivery header no longer overflows the screen on phones

  17. Meet the Assistant

    New
    • The Agent is now the Assistant: a round button in the top bar opens it beside your page, and the Today tour introduces it
    • On phones, a floating Assistant button at the bottom right opens it
    Improved
    • On wide screens the Assistant sits flat on the background next to your page instead of floating over it
    Fixed
    • Pages with many tabs, like a client’s page, no longer scroll sideways on phones; the tabs scroll on their own

  18. A resizable Agent panel

    New
    • Drag the Agent panel’s left edge to make it wider or narrower; it remembers your width, and double-clicking the edge resets it
    Improved
    • The Agent button and panel no longer appear on Chat and channel pages, which are already a conversation
    • Editing a record’s title happens in place with no jump, and the new name shows immediately
    • Record headers and kanban boards are tighter, and board columns snap into place as you scroll
    Fixed
    • Editing a Project’s name no longer flickers the header

  19. A data-first redesign of Clients, Pipeline, Skills and Brain

    New
    • Skills show when each one last ran and how it went, how many runs failed in the last 30 days, and a Needs attention filter
    Improved
    • Clients: search by name, a dense table, and each client’s real open deal value and deal count, with import and export tucked into a menu
    • A client’s page opens on one summary card, with contacts you can email or call and a Deals tab that lists every deal and its stage
    • Pipeline: a one-row header and denser deal cards showing company, value and days in stage
    • Brain opens on what needs your review, with your recent summaries and Company context beside them; Activity now loads in pages
    • Contacts, deals, Objectives and Skill pages share the same compact layout, and Contacts now shows phone numbers
    • On phones, Clients, Contacts and Skills are card lists instead of wide tables
    Fixed
    • Clients no longer shows $0 open value for clients that have open deals

  20. Task Numbers, Sprints, mentions, and tighter AI spend

    New
    • Every task gets a short number like ACME-12 that you can search for and copy, and a retainer’s cycles share one series
    • Sprints: plan one on a Project board, start it, and complete it by rolling unfinished tasks into the next Sprint or back to the backlog
    • Labels on the task dialog, with chips on board cards, list rows and the Delivery overview
    • Mention a teammate with @ in a Timeline, and find every mention on a new Mentions page that jumps straight to the entry
    • Plans are now priced by agent work: Starter, Core, Pro and Ultra each include a monthly allotment of credits, and a Chat turn, a drafted document or a Skill run each use a published number of them
    • Top up credits whenever you run low: buy 1,000 at a time in Settings, Billing. Credits you buy never expire and are used after your monthly ones
    • Turn on auto top-up and the agent keeps working when credits run out, up to a monthly ceiling you set, with each pack added to your next invoice
    • Ask the Agent to draft an email: review it as a card, then send, edit, copy or discard it. Nothing is sent until you choose to
    Improved
    • Timelines show who changed a task’s status or priority
    • A denser task board: empty columns fold away, a compact card view, and a one-row header
    • A larger task dialog, and on phones the description, checklist and Timeline come before the fields, with filters tucked into one button
    • The Agent button lights up while the panel is open, and the panel no longer covers your phone screen when a page loads
    • Failed Skill runs now count toward your usage, and event-triggered Skills have a daily run cap, with skipped runs shown in the run history
    • Skills and Chat read records more efficiently, so runs are cheaper and faster
    • Background syncs run hourly instead of every 15 minutes
    • The AI model picker lists the current low-cost models, including Claude Sonnet 5.5, and workspaces on older model names keep working
    • Clicking an item in Needs attention opens its record instead of just clearing it
    • Check-ins on Today: Done is one tap, Need more time has Tomorrow, In 3 days and Next week shortcuts, and each Check-in shows how overdue the task is with a link to open it
    • Billing settings are redesigned: your plan, credits left, what the agent did for you this month, and which team members used it
    • Stronger models use more credits per message, and the model picker shows the cost before you send. Billing explains when a premium model drove your month
    • Settings regrouped, with a new Analytics page for who is using the agent and on which model, a personal Usage page, and your name and email at the top of the profile menu
    • The Agent panel has smaller text, suggested follow-ups, a copy button, an undo for Clear, and contact cards with email and phone links
    • You are asked once to turn on push notifications on each device, and you can select and restore or delete several items in Trash at once
    • The 80% and 100% credit warnings now tell you how to top up or upgrade
    Fixed
    • A task added while a Sprint is selected now joins that Sprint, and the Sprint’s progress count updates right away
    • A deactivated or deleted Skill no longer keeps running on its old schedule
    • Scheduled Skills are restored automatically if background scheduling is ever reset
    • Today links to tasks and deals now open that task or deal instead of the Delivery or Pipeline overview, and links stay inside the workspace you are viewing
    • The Morning Brief no longer shows a block of raw code at the end

  21. Delivery, subtasks, and calmer failures

    New
    • Deliver projects and retainer cycles from a details dialog, with real period dates
    • Subtasks: attach an existing task, detach it, and the move is logged
    Improved
    • Delivery overview counts unassigned work in the workload strip
    • Task board: scroll control for clipped columns, a richer card menu, and an ordered list view
    • Task dialog: one Checklist and Subtasks section, and empty fields you can act on
    • Chat channels show message dates with day dividers
    • A styled 404 at the root and inside your workspace, and a workspace crash no longer takes the sidebar with it
    Fixed
    • Retrying onboarding no longer creates a duplicate workspace
    • Emptying the trash now also clears the memory tied to those records
    • Task dialog closes reliably

  22. Reliability hardening and quiet hours

    New
    • Quiet hours: notifications hold back outside the hours you set
    Improved
    • A round of reliability hardening across background work and notifications

  23. A new look, five places, and the Agent Panel

    New
    • A new paper-and-ink visual system across the app, in light and dark
    • Navigation consolidated to five places: Today, Clients, Work, Docs, and Brain
    • Agent Panel: the record-scoped agent docks beside what you are working on. Toggle it with ⌘.
    Improved
    • ⌘K is now search only, with an Ask AI row that opens the Agent Panel

  24. An app that feels instant

    New
    • Trash: deleted records can be restored, with their children
    Improved
    • Pages and record lists open instantly from a local cache, with edits applied optimistically
    • Unified search across your workspace

  25. Faster, with your workspace in the URL

    Improved
    • Your workspace is now part of the address, so links and tabs land where you expect
    • Pipeline opens instantly
    • Today has a calmer right rail
    • The app no longer runs database migrations when it starts, so it boots faster
    Fixed
    • Settings fills in your name, and your email no longer autofills into the top search
  26. v0.1.12

    Team chat, credit pricing, and push notifications

    New
    • Team Chat: channels, mentions, threads, search, and attachments
    • Credit-based pricing
    • Web push notifications, and a toast with an Open action for each
    Improved
    • Pipeline on mobile is a stage-grouped list, with a bottom sheet to change a deal’s stage
    • Lower AI usage cost: monitor spend, a budget gate on Skills, and a daily spend cap
    Fixed
    • A batch of fixes from a full pass through the production app
  27. v0.1.11

    Kanban boards you want to open

    Improved
    • Boards share one shell, with deal signals and calmer cards
    • Boards get a record header for the item you have open
  28. v0.1.10

    Product tours and the authority envelope

    New
    • Authority envelope: set how far a Skill may act on its own, including an auto-executing nudge
    • Product tours for new workspaces
    Improved
    • Modals revamped
    • Skills no longer ask for a separate approval step; authority levels replace it
    • Guides refreshed
  29. v0.1.9

    Use dpaperwork from Claude

    New
    • MCP server: connect Claude or any MCP client to your workspace, with per-user tokens in Settings
    Improved
    • Date fields use a date picker, fixed lists use a select, and person pickers are searchable
    • Chat is the landing page on mobile, and page headers and the workspace switcher fit small screens
    Fixed
    • Chat creates tasks reliably even when a title is phrased oddly
  30. v0.1.0

    Today

    New
    • Today: a daily focus page, with the day planned for you
    • At-risk oversight on Today for founders and team members
    • Next Actions: cross-domain guidance on Home

  31. OKRs, budgets, and dependencies

    New
    • OKRs: objectives with linked key results, full CRUD, and a periodic check-in review
    • Budget/burn tracking on Deals
    • Decision log on the client Timeline
    • Task Dependencies
    • Capacity/workload threshold flagging on tasks
    • Home chat composer
    Improved
    • Skill trigger settings and run history moved to Sheets
    • Chat composer model switcher
    • Collapsible sidebar with icon rail
    Fixed
    • Topbar inline search position
    • Company/contact create failing silently on blank optional fields

  32. Initial release

    New
    • Clients: a shared hub for every company and contact you work with
    • Pipeline: every open deal across every client, staged the way you sell
    • Delivery: projects and retainers tracked from kickoff to close
    • Docs: documents drafted, sent, and tracked in one place
    • Inbox: email and client communication in a shared inbox
    • Skills: automation that runs the repetitive parts of client work

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