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Release notesProductNewsCompanyUse casesWorkflowsUse case collectionsWorkflowsStart your day with a clear planUse caseTurn meetings into next stepsUse casePrepare a customer follow-upUse caseReview your sales pipelineUse caseUnderstand your cash flowUse casePrepare a monthly business reviewUse case
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Automation

Make recurring work run consistently.

Connect recurring tasks with workflows, execution history and review points.

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CAutomationOperations folder

Weekly operating review

1Schedule or eventTrigger
2Load authorized contextAction
3Prepare the reviewAgent
4Review the proposed resultHuman review

Inspect the steps and the version used by each run.

Illustrative example · Automation

From context to outcome

01 / Automation

Define the routine

Capture the steps and context a recurring process needs.

In your workflow

The right time to act.

  1. 01Define the routine
  2. 02Inspect every run
  3. 03Improve the process
Open workspace ↗

02 / Automation

Inspect every run

Follow execution steps and identify where a process needs attention.

In your workflow

The right time to act.

  1. 01Define the routine
  2. 02Inspect every run
  3. 03Improve the process
Open workspace ↗

03 / Automation

Improve the process

Use results and activity history to refine the next run.

In your workflow

The right time to act.

  1. 01Define the routine
  2. 02Inspect every run
  3. 03Improve the process
Open workspace ↗

Put it to work in your team.

All solutions →

Operations

Connect company knowledge, recurring processes and the people responsible for delivery.

Finance

Organize financial context, analyze records and review the assumptions behind your plans.

Human resources

Organize onboarding documents, team responsibilities and recurring HR processes.

Context with clear boundaries

Work within the folders and permissions available to your account. Review sensitive actions before they continue.

Explore access controls →

Questions, answered.

Who can use this feature?

Access depends on your workspace membership, folder permissions and configured capabilities.

How does it work with the rest of CoFolders?

Use related resources in the same business context. A link between resources provides context and does not grant additional access.

Connected to the rest of your work.

Agents
Context. Tools. Action.

Give your team a new way to work.

Work with agents that use company context, tools and human review to move work forward.

Follow-up
Attention becomes progress.

Keep important work in view.

Connect goals, plans and tasks so your team can see progress and decide what needs attention.

Data analysis
Questions become decisions.

Turn business data into decisions.

Ask questions, inspect business records and compare scenarios with agents in the right permission scope.

Put your company context to work.

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