The operating layer of the company — documented procedures, recurring processes, the tool stack and vendors behind them, operational metrics, and the rituals that keep the team aligned.
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?”