Keep Your Documents Connected to Your Work
Write rich-text documents directly in the app, or store links to Google Drive, Notion, Confluence, and beyond. Connect every document to the actions, meetings, and projects they support.
Write Directly in the App
Create Live Documents with a full rich-text editor - no external tool required. Write meeting notes, team guides, decision records, or any content and keep it connected to your work.
- Headings, bullet lists, ordered lists, and task lists with checkboxes
- Tables, code blocks, blockquotes, inline code, and highlights
- Clickable hyperlinks with a clean link popover
- Minimise to the tray and restore without losing your place
- Attach Live Documents to actions, catchups, meetings, and more
Week 1 Goals
Help the new joiner feel confident and productive from day one.
Link Any URL
Paste a link to any external resource and it becomes part of your management toolkit. Google Docs, Notion pages, Confluence articles, spreadsheets, slide decks, or any other URL.
- Supports any URL, from Google Workspace to Notion, Confluence, and beyond
- Add a clear title and description so documents are easy to find later
- Assign a key theme for automatic organisation and filtering
- Documents are stored as references, your files stay where they are
Documents
Q3 Budget Spreadsheet
Google Sheets
Team Onboarding Guide
Notion
Architecture Decision Record
Confluence
Attach to Everything
Documents do not exist in isolation. Link them to the work they support so the context is always one click away.
- Attach documents to Actions so reference material lives alongside the task
- Link documents to Catchups and Meeting Notes for easy access during conversations
- Connect documents to Projects so everything related to an initiative is in one place
- Associate documents with Targets to keep evidence and context together
- Pin reference material to Reminders and Performance Reviews so it travels with the work
- One document can be linked to multiple entities at once
Linked To
Stay Organised
As your document library grows, keep it manageable with folders, key theme filtering, and search.
- Organise documents into folders to mirror how you already think about your work
- Filter by key theme to see only the documents related to a specific topic
- Search across titles and descriptions to find what you need quickly
Everything You Get
Live Documents
Write rich-text documents directly in the app with a full WYSIWYG editor
Link Any URL
Paste a link to any external document, your files stay where they live
Google Docs
Link Google Docs, Sheets, and Slides directly to your work
Notion Pages
Connect Notion pages and databases to the right context
Favourites Panel
Star the documents you reach for most and keep them one click away
Key Theme Tagging
Tag documents with key themes to organise and filter by topic
Connect to Events
Link documents to actions, catchups, meetings, projects, targets, reminders, and performance reviews
Surface Automatically
Connected documents appear automatically in relevant events and views
Search and Filter
Find the right document quickly by filtering on key theme or search
Reuse Across Entities
One document can be linked to multiple actions, meetings, and projects
AI Documents Summary
A Pro AI summary in the toolbar reviewing what has been added or changed across your documents in the past few days
Frequently asked questions
Learn How to Use Documents
Step-by-step guides from the help centre
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