Docs

Never start a proposal from a blank page

Proposals, contracts, monthly reports — the first draft comes from the actual Deal, Cycle, and completed Tasks it belongs to, in your brand voice. You refine it in a real editor and send it without leaving the workspace.

Attached to the truth

Every document sits on the Deal, Cycle, or Company it’s about — never a loose file.

Edit in plain English

A permanent Document Assistant applies your edit as a before/after diff you approve.

Sounds like you

Brand Voice is inferred from your sent Gmail history, so drafts read like you wrote them.

How it works

Step 1

Draft from the record

The Company, Deal, Cycle, and completed Tasks it belongs to, not a blank page.

Step 2

Edit in plain English

Describe a change, review the before/after diff, accept or reject.

Step 3

Send from your own Gmail

One step from the editor, logged against the client automatically.

The first version is drafted from the relevant record — the Company, Deal, Cycle, and completed Tasks — not a blank page
Document Templates give it a structural shell (sections, placeholders) to fill in, reusable across every Record of that type
A permanent Document Assistant panel sits alongside the editor — describe an edit in plain English, review a before/after diff, accept or reject
Every draft matches Brand Voice — inferred from your sent Gmail history or described manually, so outputs sound like you, not generic
Sending is one step from inside the editor via your connected Gmail — the send is logged automatically as an Interaction against the client

Part of one workspace

Every part reads and writes the same records, so nothing has to be kept in sync.

ChatAsk anything about a client, deal, or document.InboxA Morning Brief and alerts for what needs you.PlaybooksRoutine work, run on schedule within your limits.KnowledgeContext, activity, and decisions, recalled.PipelineOne board for every deal, across every client.DeliveryEvery project and cycle in one urgent-first list.

Less paperwork. More business.

Seats open in small batches — join the waitlist and you’ll be first in line when yours is ready.

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