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CoFolders

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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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Files & knowledge

Give company knowledge a place to work.

Keep documents, files and knowledge together in the folders where your team works.

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CFiles & knowledgeOperations folder
Operations▤ Weekly review▥ Business data☑ Delivery checklist◷ Follow-up
Draft · Revision 3

Weekly operating review

Context, supporting evidence and the next steps for the team.

Next steps

1. Review outstanding tasks
2. Confirm the operating plan

History: v1 → v2 → v3
Illustrative example · Files & knowledge

From context to outcome

01 / Files & knowledge

Organize by context

Keep resources with the project, customer or business process they belong to.

In your workflow

Every file has a history.

  1. 01Organize by context
  2. 02Write together
  3. 03Bring knowledge into work
Open workspace ↗

02 / Files & knowledge

Write together

Create documents that preserve decisions and useful business knowledge.

In your workflow

Every file has a history.

  1. 01Organize by context
  2. 02Write together
  3. 03Bring knowledge into work
Open workspace ↗

03 / Files & knowledge

Bring knowledge into work

Use permitted resources as context for conversations and agent tasks.

In your workflow

Every file has a history.

  1. 01Organize by context
  2. 02Write together
  3. 03Bring knowledge into work
Open workspace ↗

Put it to work in your team.

All solutions →

Human resources

Organize onboarding documents, team responsibilities and recurring HR processes.

Engineering

Bring project knowledge, agents and delivery tasks into a shared context.

Customer service

Bring knowledge, conversations and follow-up work together for customer support.

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.

Workspace
One shared context.

People and agents. Shared context.

Organize your company around shared folders, resources and responsibilities.

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.

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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