Documents and reports
Prepare structured reports, proposals, procedures, and other working documents from the information in your workspace.
Office / Documents, PDFs & communication
Create the deliverable. Keep the context.
Turn research, conversations, and project information into documents, spreadsheets, presentations, PDFs, and email. Organize the files and review history alongside the work that produced them.
Capabilities
What you can work on.
Spreadsheets and presentations
Organize tabular information, develop working summaries, and communicate findings in an appropriate deliverable.
PDF workflows
Read, organize, review, and prepare PDF documents with supporting files and project context.
Email and correspondence
Work with permitted mail, organize messages, and prepare replies. Connected provider accounts require separate authorization; sending follows user direction.
Meetings and follow-up
Connect meeting notes, minutes, calendars, decisions, and next actions to the people and projects involved.
Files and versions
Keep documents organized, retain relevant versions, and make the reviewed deliverable easier to find and hand off.
In practice
Turn a project meeting into a client update
An example of how the Suite fits into a connected workflow.
- Gather the permitted notes, decisions, and current project records.
- Prepare a concise update and an action list with owners.
- Review the document, attachments, and recipient context.
- Save the final package and send only when directed.
Available editing and export features depend on the configured programs. Gmail and Outlook are optional connections.
Explore the other Suites →Bring your next workflow.
Start with the work your team needs to finish. We’ll help define the right capabilities, deployment, and next step.