Product
From a company plan to a shared way of working.
Write down what your company knows, keep a record of decisions, and use that context in everyday work. Here is how documents, apps and AI fit together in Company OS.
Company documents
Turn an open question into a useful document.
Start with a business model, customer profile, brand guideline or process. Each template has fields that fit the subject, with prompts to help you write. A customer profile captures the audience and buying triggers; a process captures how work gets done.
There are 207 templates across 11 departments, including visual canvases for business planning. Keep multiple customer profiles or products when one is not enough.
Find a template for your departmentMarketing / Ideal customer profile
Capture your audience, their problems and what prompts them to buy.
- Shared references
- Show the same customer profile in Sales and Marketing. Update the document once and both departments see the current version.
- Visual planning
- Work through a Business Model Canvas, Value Proposition Canvas or other supported framework in its structured layout.
- Brand assets
- Keep uploaded logos and other brand files with the documents that describe how to use them.
Changes and decisions
Keep the reasoning with the revision.
Save a document with a short message about what changed. Company OS records the author, time and earlier content. You can read past versions and restore an earlier one as a new change.
Use a branch for a proposal you want to review separately. Compare the fields with the current version, resolve differences, and merge when it is ready. The merge also gets a history entry.
Company documents / History
Every saved change keeps its author, message and earlier version.
Branches / Customer research
Propose an update on a branch, then review it before merging.
A practical example
Your team interviews a new customer segment. Put the proposed audience and buying triggers on a research branch. A teammate can compare the proposal with the existing profile before the shared brief changes.
An agent with write permission can commit directly, too. Use its access settings and instructions to match the review process you want.
Apps and operating records
Keep the work next to the plan.
Install Sales to track deals, Help desk to manage tickets, or Product Lab to organize product work. Native apps add their tables and metrics to your company workspace.
Every record has its own page and row history. Metrics count or summarize the table they are connected to. Goals on the Direction board can use those metrics to show progress.
Find an app for your workflowHelp desk / Ticket activity
Example ticket trends. App metrics are calculated from the records your team maintains.
AI assistance
Use existing material to get a first draft.
You can draft or review a document with AI, import existing material into proposed documents, and ask questions about indexed company knowledge. These features use a configured AI provider; the Brain also uses the connected Stored workspace.
Import / Customer interview notes
Source material becomes proposed documents on a branch for review.
Brain / Company knowledge
Ask about indexed company knowledge using Stored and your configured AI provider.
- Draft and review
- Get a draft based on saved context or suggestions for individual fields. Edit the suggestions before saving your version.
- Import
- Paste notes or upload supported source files. Extracted documents go to a separate branch so you can check them before merging.
- Company Brain
- Ask questions about the knowledge indexed in your company’s connected Stored workspace. The app shows when that connection or AI is not ready.
- Your own AI tools
- Connect an MCP-compatible assistant to read and, with permission, update company documents. See agent access.
Connected products
Bring useful context from other tools.
Connect Operate to bring in project and task records and create tasks from Company OS. Use Cadre to send selected company changes to a bot, or connect other partners to bring in their supported records. Each listing explains what it can access and shows whether the connector is a pilot or under review. Open a listing for its supported records and setup requirements.
- Operateby Operate · OperationsProject and task operations for people and agents, synced both ways: every space, list, task, member and agent run lands here as it changes, and a task can be created in Operate from Company OS.Free to install · needs a Operate accountPilot
- Storedby Stored · CompanyThe company brain: every document, row and fact the company commits, remembered as connected memory that agents and people can ask.Free to install · needs a Stored accountPilot
- Marketerby Marketer · MarketingCampaigns, content, SEO, and advertising operations.Free to install · needs a Marketer accountPilot
- Tellmeby Tellme · CustomerForms, submissions, and customer response data.Free to install · needs a Tellme accountPilot
- Symbolicby Symbolic · TechnologyRelease verification, execution evidence, and delivery controls.Free to install · needs a Symbolic accountPilot
- Governby Govern · LegalAgent identity, policy, receipts, and audit records.Free to install · needs a Govern accountPilot
- Scalarby Scalar · SalesCRM records and revenue activity for agents.Free to install · needs a Scalar accountReview hold
- Cadreby Cadre · OperationsConnect workspaces and AI teammates to company context. Sync workspace names and agent rosters, or send event briefs to a bot.Free to install · needs a Cadre botPilot
Your data
Download your work when you need it.
Export company data as JSON with its history, or download a filing cabinet of Markdown documents and CSV tables. Both formats are available on every plan.
Use a readable copy to share with someone outside the workspace, or keep an export alongside your other company records.
Settings / Your data
Download JSON with history, or Markdown documents and CSV tables.
A routine your team can keep
Know what needs a second look.
Assign document owners and review dates. Use the inbox to find drafts, overdue reviews, completed agent work and connections that need attention.
You do not need to fill every template to get value. Begin with a document you already use, review it with a teammate, and build from there.
Create a free companyInbox / Needs your attention
Find drafts to review, overdue documents and connections needing attention.
Give your team a shared starting point.
Start free with three members and two agent keys. Add your first company document today.