Synap
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Workspace

Operations

by Synap

Deliver client work end to end — the engagements you're running, the deliverables due inside them, and the contracts that govern them. Won deals from CRM hand off into engagements here.

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
    • +1

  • 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
  • Contract BoardBoard
  • Client BriefingsList

Playbooks

Repeatable runs your agent can start for this project.

  • Deliver a client engagementRun one client engagement from kick-off to close — scope, contract, deliverables, final review and the closing invoice — with a person approving the start and the close.
  • Deliver a deliverableTake one deliverable from in progress to accepted by the client — plan, produce, review internally, send, get the client's sign-off, and bill it when the engagement bills per deli…
  • Get a contract signedTake a client contract from draft to signed and active, with a person approving what is sent and confirming the signature.

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

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