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Put your business
in motion.

Projects is a shared workspace for your team and AI. Turn notes, mail, and records into briefs and follow-ups.

Request accessSee how it works

Prepare for a client meeting.

“Catch me up before the meeting.”

Meeting brief

  1. The scope is approved.
  2. Agree on a workshop date with the operations lead.
  3. Review the agenda before sharing.

From 3 recordsNotes · Conversation · Tasks

Inside Projects.

Keep it all in one workspace

Open tools side by side and work with AI in the context of your project.

Connect your tools

Bring Microsoft 365 mail, calendar, and OneDrive files into the workspace.

Organize your work

Keep the records, conversations, and tasks behind a project together.

Work with agents

Connect Claude, ChatGPT, or your own agents to the same records through MCP.

Prepare reports

Build reports from your records and publish them on a schedule.

See where things stand

Read project metrics and updates directly from your records.

Schedule recurring work

Run briefs, meeting preparation, and follow-ups on a schedule.

Records, access, and history.

Structure around your work
Use record types for accounts, deals, candidates, client work, or your own process.
Readable records and a change history
The open-source MAADb engine stores plain files. Record history keeps track of who changed what and when.

Start with Projects.

Projects is in beta. Request access for a new team, or log in if you’re already a member.

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Want us to set up a workflow for you? Explore deployment