Getting Started
dpaperwork is your AI program manager — it tracks work across clients, surfaces risks before they become problems, and handles the operational tasks you don't have time for.
What dpaperwork does
Think of it as the person who always knows what's owed to which client, which deals are going cold, and which deliverables are overdue — and who tells you about it every morning before you start your day.
It does this across a handful of core areas, each a section in the sidebar:
- Home — everything that needs you, at a glance: team workload, at-risk tasks, pending check-ins, and budget burn
- Inbox — your notification centre: Monitor signals, escalations, and task assignments
- Clients — every company in your world, with relationship health, deals, and history
- Pipeline — your live sales board, stage by stage
- Delivery — every client project and retainer cycle, with tasks
- Objectives — goals and Key Results, with live progress
- Docs — proposals, reports, and any client-facing document
- Playbooks — automated workflows that execute recurring or triggered work on your behalf
- Knowledge — the memory dpaperwork builds about your company
Setting up your Workspace
When you sign up, dpaperwork asks a few short questions about your company — what you do, your industry, your ideal customer, and how customers usually find you. Your answers become your Company Context: the briefing dpaperwork reads before every action it takes on your behalf.
From these answers it creates your Workspace — the container everything lives in: clients, deals, projects, documents, team members. You can create additional Workspaces later if you run multiple businesses.
Your role in any Workspace you create is Founder. You have full control: you define what Automation is allowed to do, invite team members, configure settings, and create Playbooks.
The setup finishes with a welcome message in Chat — that's also your first Conversation, and the fastest way to start using the product. You can refine your Company Context any time from Settings → General.
The more complete your Company Context, the more accurate and on-brand dpaperwork's outputs will be. Thin context means generic AI. Rich context means it sounds like you.
Company Knowledge
Beyond your Company Context, dpaperwork continuously builds a Company Knowledge — a three-tier memory it queries before every Chat response, Playbook run, or document draft:
- Company Context — always included; the baseline profile of your business
- Activity — automatically recorded high-signal events (deals closed, projects created, documents sent, Playbooks run)
- Decisions — strategic calls you make, captured and recalled across sessions ("we're going retainer-only from next month")
The Knowledge section is where you read and manage all of it — Overview, Pages, Activity, and Decisions tabs. It means dpaperwork remembers what happened and what you decided — without you repeating yourself every session.
Moving around
The desktop layout has a top bar and a sidebar:
- Top bar — the Workspace switcher on the left (jump between your Workspaces), and the inline search bar in the centre. Press
⌘K(Ctrl+K on Windows) to jump to it, then search across clients, contacts, and documents — or type a question and hand it to Chat with "Ask AI". - Sidebar — the primary sections (Home, Inbox, Clients, Pipeline, Delivery, Objectives, Docs, Playbooks, Knowledge), your Chats list below them, and your profile at the bottom. You can collapse the sidebar down to an icon rail to give content more room.
On mobile
dpaperwork works on your phone's browser too — the sidebar collapses into a bottom tab bar for quick access to Chat, Inbox, and More, and the "More" overlay covers everything else, including search, the theme toggle, and the remaining sections.
Sending feedback
Spot a bug or have an idea? Use Send Feedback (in the profile dropdown) any time — it opens a short form and files it directly as an issue on our tracker, no email required.
Next steps
- Head to Chat to ask anything about your workspace, or try the prompt chips on the welcome screen
- Add your first client in Clients
- Connect Gmail in Integrations to let dpaperwork infer your brand voice
- Set up a Playbook to automate your most repetitive workflow
Try it in a walkthrough
Walkthroughs follow one job end to end, in real Chat exchanges: