Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Create the approved project's folder and send its link to the requester.
Your team can find new project work in a shared folder named by your rules, with its link on the project row and in the requester's chat.
File meeting actions where the project team can find them.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Save project call actions in the shared notes library.
Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.
File project meeting recordings so the team can find them.
Your team can find finished recordings in the shared archive, with a meeting note linking to the file and an alert when filing fails.
Confirm project follow-ups before filing the meeting note.
Your team gets meeting notes with confirmed decisions and a link to the recording. Follow-ups stay tied to what people actually said.
Put a verified folder link or a clear issue on each project schedule row.
Your new projects get a standard folder structure and a link on the delivery schedule, or a clear issue for the coordinator to resolve.
Place notes beside project meeting recordings for the team.
Your team gets readable notes beside new meeting recordings, with decisions and follow-ups ready to review.