Smart Workspace Launcher
Unified single sign-on experience giving every team member instant access to their personalized toolset.
The Business OS your team starts the day in: one sign-in, a personal dashboard, search across your records, an AI assistant that knows your business, and automations that connect the products.
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- 1
- Sign-ins per person
- 6 record types
- Quick search
- Email · Notify · Webhook
- Automation actions
Workspace
The Problem It Solves
Every tool adds another login, another bookmark and another place to look. People lose time finding the right system, and routine hand-offs between teams depend on someone remembering to send a message.
A login for every tool
Each tool has its own sign-in, so people keep lists of bookmarks and passwords and ask for resets.
Slow starts for new people
New joiners wait for accounts in several tools and do not know which ones apply to them.
Searching in many places
Finding a client, a lead or an invoice means opening the right tool first and then searching inside it.
Hand-offs that rely on memory
Telling sales about a new enquiry or finance about a paid invoice depends on someone remembering to pass it on.
Data brought in by hand
Moving existing clients, leads or employees into a new system means retyping rows or repairing a broken import.
Company settings everywhere
Branding, domain, billing and integrations are configured in different places by different people.
Without it, and with it
The same everyday work, before and after.
Without it
A separate login and bookmark for every tool.
With it
One sign-in opens every product the person has a role in.
Without it
Looking something up means choosing a tool, opening it and searching there.
With it
One search box finds clients, leads, projects, tasks, employees and invoices the person is allowed to open.
Without it
Telling sales about a new lead depends on someone passing it on.
With it
An automation notifies the sales role the moment a lead is created.
Without it
Existing records are retyped, mistakes and all.
With it
Bulk import brings in leads, clients and employees from a spreadsheet file with a preview, duplicate checks and row-level errors before anything is written.
What it does
The Workspace is the front door to everything your company runs on the platform. People sign in once and see only the products their role gives them, alongside company figures, notifications and recent activity.
It is also where the company is configured: branding, custom domains, billing, imports, integrations and automations. Press Ctrl or Cmd+K to search clients, leads, projects, tasks, employees and invoices in one box, or ask a plain-language question and get an answer drawn from your own data.
Primary purpose
Streamline employee onboarding, centralize tool access, and eliminate login friction across the enterprise.
Product tour
A preview of the interface with sample data. Select a screen, then hover or tap the markers.
Provides unified access, role governance, real-time analytics, and embedded AI automation across all enterprise operations.
Create your own automated workspace
Register your company and set up Workspace with the rest of the platform: one sign-in, shared roles and automations that connect your work.
Key features
What you can do with it, day to day.
One sign-in
A single login opens every product the person has a role in, with sessions provided automatically.
Role-aware dashboard
Each person sees their products and, with the right access, company-wide figures such as open leads and unpaid invoices.
Search everything
Ctrl or Cmd+K finds clients, leads, projects, tasks, employees and invoices, limited to what the person may open.
Automations
Build rules on company events with conditions and up to five actions each: send an email, notify a person or role, or call a webhook.
Bulk import
Bring leads, clients and employees in from CSV with a preview, duplicate checks and row-level errors before anything is written.
Setup wizard
A guided first-run choice of industry, departments, role presets and products, so a new company is working quickly.
Company settings
Branding, custom domains, plan and billing invoices, usage, payments and integrations, all in one place.
Notifications
One bell collects alerts from across the products.
AI capabilities
What the AI does in and around this product — concretely.
Ask about your business
Ask a question in plain language. The assistant uses read-only tools to fetch headline numbers, search records and read recent activity, all with the permissions of the person asking. It has no tools that change data.
Automations as the AI's hands
Where you want action rather than answers, automations turn events into emails, notifications and webhooks on your rules.
Automation & workflows
How work moves from start to finish without hand-offs and re-typing.
Notify sales about a new lead
A ready-made template.
- 1
A visitor submits a form and a lead is created
- 2
The rule matches the new-lead event
- 3
A notification goes to the sales role
- 4
The run is recorded and can be tested with Send test
Tell finance an invoice was paid
A ready-made template.
- 1
A customer pays and the invoice is marked paid
- 2
The invoice-paid event fires
- 3
Finance receives an email with the invoice details
- 4
The delivery result is kept in the run log
Outbound webhook to your own system
Connect any tool that accepts a webhook.
- 1
Choose the event, such as a task being completed
- 2
Add conditions and a webhook action
- 3
Each request is signed so your system can verify it came from your workspace
- 4
Delivery is limited to public https endpoints
Use cases
Real tasks, real roles.
A manager's morning
Check tasks due this week and pending leave, then jump into the right product from the same dashboard.
Finding a record fast
A support lead presses Ctrl+K, types a client name and lands on the client, their projects and their invoices.
Moving to the platform
An operations team imports leads, clients and employees from spreadsheets with a dry run before committing.
Branded company presence
An administrator sets the company logo and colours and attaches the company's own domain.
Supported business scenarios
- A new company setting itself up for the first time
- A team that lives in two or three products and wants one home
- An operations lead who wants routine hand-offs automated
Benefits & business outcome
What changes for your business.
Staff stop hunting for the right login, and the company gains a single place to configure, search, ask and automate.
Faster onboarding
New people get one login and a dashboard that shows only what applies to them.
Less switching
Search and ask from anywhere instead of opening each product to look something up.
Work that moves by itself
Automations remove routine hand-offs such as telling sales about a new lead or finance about a paid invoice.
Safe by design
Search, KPIs and the assistant all respect each person's access.
Who it's for
Every employee, plus owners and administrators who set the company up. People see the products and figures their role allows.
Departments
- All Departments
- HR & People
- Internal Staff
Typical users
- Employees
- Team Leads
- Contractors
- New Hires
Works with
The other products and integration points it connects to.
Outbound webhooks
Signed https webhooks are the integration point for your own systems.
Frequently asked questions
No. It uses read-only tools and runs with the permissions of the person asking. Anything it finds is treated as data, not as instructions.
Request a demo
Ready to put Workspace to work?
Create your company workspace, or ask for a walkthrough with your own scenarios.
- Each company's data is kept separate from every other company's.
- One sign-in and one role model across every product.
- AI and automations that work across the products.