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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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Follow-up

Keep important work in view.

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

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CFollow-upOperations folder

Keep the objective in view

Supplier confirmationOwner: Operations
Waiting
Weekly report approvalEvidence: draft revision
Action required
Delivery readinessNext: review the checklist
Progress

Observation → Evidence → Next decision

Illustrative example · Follow-up

From context to outcome

01 / Follow-up

Follow the objective

Connect a follow-up to a business resource and an explicit objective, with scheduled, event or manual checks.

In your workflow

Attention becomes progress.

  1. 01Follow the objective
  2. 02Check the evidence
  3. 03Act when attention is needed
Open workspace ↗

02 / Follow-up

Check the evidence

Review observations and outcomes such as progress, blocked or unknown. A signal alone does not mean the objective is complete.

In your workflow

Attention becomes progress.

  1. 01Follow the objective
  2. 02Check the evidence
  3. 03Act when attention is needed
Open workspace ↗

03 / Follow-up

Act when attention is needed

Review action-required work, resolve an objective with evidence or reopen it when circumstances change.

In your workflow

Attention becomes progress.

  1. 01Follow the objective
  2. 02Check the evidence
  3. 03Act when attention is needed
Open workspace ↗

Put it to work in your team.

All solutions →

Management

Connect goals, plans, business data and responsibilities across your team.

Sales

Connect customer information, team conversations and next steps for your sales process.

Operations

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

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.

Automation
The right time to act.

Make recurring work run consistently.

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

Communication
Conversations meet work.

Keep the conversation close to the work.

Bring team conversations and agent collaboration into the context of each folder.

Put your company context to work.

Start with CoFolders