The company's operating system — SOPs, workflows, vendors, tools, metrics, and rituals that keep the business running.
Record types
The structured data this adds to your pod.
SOP
A standard operating procedure or runbook — the documented, repeatable way to do a thing.
- Category
- Status
- Owner
- When to run
- Last Reviewed
- Steps
Workflow
A recurring business process — a repeatable flow with an owner, a cadence, and an input/output.
- Status
- Frequency
- Owner
- Automation
- Input
- Output
Vendor
A supplier, contractor, or service provider the company pays and depends on.
- Category
- Status
- Owner
- Monthly Cost (€)
- Renewal Date
- Website
- Notes
Tool
A tool in the company stack — the software the team actually uses to get work done.
- Category
- Status
- Owner
- Seats
- Monthly Cost (€)
- URL
Metric
An operational SLA or KPI — a number the team commits to and tracks against a target.
- Type
- Status
- Target
- Current
- Cadence
- Owner
Ritual
A recurring meeting or cadence — standups, reviews, retros, planning — that keeps the team aligned.
- Cadence
- Next Occurrence
- Facilitator
- Attendees
- Duration (min)
- Agenda
Views
- SOPsTable
- WorkflowsBoard
- VendorsTable
- Tool StackTable
- MetricsTable
- RitualsCalendar
Relationships
- Sop WorkflowDocuments
- Workflow ToolUses
- Tool VendorProvided by
- Process metric WorkflowMeasures
- Ritual WorkflowReviews
First conversation
After install, your agent sets the project up with you. It starts here:
Capture how the company actually runs — its core SOPs, its recurring workflows, the vendors and tools behind them, and the rituals that keep the team aligned — so the workspace mirrors the real operating system, not a generic template.
- “What are the procedures that live only in someone's head today — the ones you'd need to write down if that person left?”
- “Which processes run on a fixed cadence — weekly, monthly — and who owns each?”
- “What tools and vendors is the company paying for, and who's the owner of each?”