Company OS
A shared workspace for your team and AI.
Company OS is a shared workspace for your business plans, customer knowledge and processes. Keep them current, track what changes, and give your team and AI tools the same information to work from.
Let your AI tools read the company context your team maintains.
What is Company OS?
A shared workspace for how your company works.
Company OS brings your business plans, customer knowledge, processes and day-to-day records into one place. Your team updates them in the app. Your AI tools can read the same information, so each task starts with the context your company has already agreed on.
- For founders
- Turn the business you have in your head into a plan your team can work from.
- For growing teams
- Keep customer profiles, processes and decisions current as more people contribute.
- For teams using AI
- Give assistants access to saved company context instead of assembling a new brief for every task.
1. Build your company knowledge
Start with the answers your team needs every week.
Who do you sell to? What do you offer? How should a customer handoff work? Start with a customer profile, business model or process template. Each gives you specific fields and guidance, so you have somewhere useful to begin.
Keep several profiles or products when your business needs them. Shared references let departments use the same document without keeping separate copies up to date.
Explore documents and templatesMarketing / Ideal customer profile
Capture your audience, their problems and what prompts them to buy.
2. Keep it current
See what changed before you work from it.
When customer interviews change your target audience, update the profile and leave a note explaining why. Company OS keeps the earlier version, who changed it and when.
For a bigger proposal, use a branch: a separate working version you can compare and merge when it is ready. Set review dates and use the inbox to find documents that need attention.
See how changes are reviewedCompany documents / History
Every saved change keeps its author, message and earlier version.
3. Put that knowledge to work
Give your assistant the brief you already wrote.
Connect an MCP-compatible AI tool and let it retrieve the current customer profile, messaging or process before it starts a task. Your team and your assistant can work from the same saved information.
Choose its permissions. Read access is enough to retrieve context. Write access lets an agent update documents; merging branches needs a separate permission.
Connect your AI toolsAgent access / A connected assistant
An example MCP workflow. Each read, write or merge requires the corresponding access.
Bring the work you already have
You do not have to start from a blank page.
Paste notes or upload supported files. AI-assisted import suggests where the information belongs and creates a separate branch for review. Check the extracted content before merging it into the company’s shared documents.
Import / Customer interview notes
Source material becomes proposed documents on a branch for review.
Inbox / Needs your attention
Find drafts to review, overdue documents and connections needing attention.
The inbox brings drafts, overdue reviews and connection problems together. AI-assisted import requires AI to be enabled.
See import and AI assistanceRun daily work alongside your plans
Track the work behind the strategy.
Add apps for sales, customer support, product development or inventory. Their records live inside Company OS with row history and metrics, so the company’s plans and its operating data are available in the same workspace.
- Product Labby Company OS · ProductTake a product from idea to launch through evidence-gated stages.Free
- Help deskby Company OS · CustomerTickets from customers, with the response and resolution times the company is held to.Free
- Salesby Company OS · SalesThe pipeline: every deal, its stage, its value and the next step, held to won value and open pipeline.Free
- Inventoryby Company OS · OperationsItems, locations and an append-only ledger of stock movements, with days of cover as a metric.Free
Room for the rest of the company
Start small. Add detail as you need it.
207 templates across 11 departments cover business models, brand guidelines, hiring, finance and more. Start with the few that matter now. You can return to the rest as your company grows.
Getting started
Make your next brief the first page.
Create a free company workspace, save a customer profile or process, and invite a teammate. Once you have useful context in place, connect an AI tool or add the app you need next.
- Create your workspace
- Give your company a name. The setup guide helps you choose what to add first.
- Save something useful
- Fill in a template or import existing material. Leave a note explaining the first version.
- Use it together
- Invite your team, connect an assistant, or install an app. Your saved context stays available for the next task.
Give your team a shared starting point.
Start free with three members and two agent keys. Add your first company document today.