Synap
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Workspace

Operations

by Synap

The client-delivery layer — active engagements, their deliverables, and the contracts that govern them.

Record types

The structured data this adds to your pod.

  • Engagement

    A unit of client work — a project or retainer delivered for a company, with scope, dates, and value.

    • Status
    • Client
    • Start Date
    • End Date
    • Value
    • Scope
    • Owner
    • Notes

  • Deliverable

    A concrete output owed inside an engagement — with a due date, an owner, and a status.

    • Status
    • Engagement
    • Due Date
    • Delivered Date
    • Owner
    • Notes

  • Contract

    The agreement that governs an engagement — its status, value, term, and signed document.

    • Status
    • Engagement
    • Value
    • Start Date
    • End Date
    • Document
    • Notes

  • Client Briefing

    A dated internal recap of one client's recent communications — what moved, what's at risk, what's next. For the team, never for the client.

    • Client
    • Written At
    • Run Key
    • Headline
    • Summary
    • Risks
    • Next Actions
    • Messages Read

Views

  • EngagementsBoard
  • DeliverablesBoard
  • ContractsTable
  • Client BriefingsList

Automations

  • Daily client briefingOperations-native daily client briefing. Writes a durable, dated client-briefing ENTITY per client (queryable history, linked to the client) from their recent comms, and posts the…
  • Pick up handed-off clientsDaily. Finds pod-wide clients the CRM marked ready or handed off that have no engagement yet, and opens the delivery shell for them — a proposed engagement plus a draft contract, …

Relationships

  • Client briefing CompanyClient
  • Engagement CompanyClient
  • Engagement PersonClient
  • Contract EngagementEngagement

First conversation

After install, your agent sets the project up with you. It starts here:

Capture the real client-delivery motion — the engagements running now, the deliverables due inside them, and the contracts that govern them — so the workspace mirrors how client work actually ships here.

  • “Which client engagements are active right now, and who's the client on each?”
  • “What's due next — which deliverables are in flight, and when are they owed?”
  • “Which engagements have a contract behind them, and which are still on a handshake?”

Builds on

  • FoundationProvides the pod-wide `client` role the daily client-briefing automation queries.