What they’re for
Documents are rich-text pages where operational knowledge lives — the kind that doesn’t fit in a board card or a CRM lead:- Client briefings
- Standard operating procedures (SOPs)
- Decisions and meeting notes
- Draft proposals
- Voice + communication tone
- Market research, analyses
- Templates to clone
Hybrid mode — markdown + WYSIWYG
The editor is hybrid:- You type in markdown when you know it (shortcut)
- Text renders as WYSIWYG automatically
- Formatting buttons in the top bar work for those who prefer to click
What you can put in a doc
Rich text
Headers, bullets, numbered lists, blockquotes, code blocks with syntax
highlighting (Python / JS / SQL / etc.), inline code.
Tables
Add column, add row, drag to reorder. No merged cells (keeps things simple).
Images
Direct upload (drag-drop) or paste from clipboard. Inline or block (width is
your choice).
Embeds
External links become rich previews (with title + description + favicon).
YouTube / Loom embed the player inline. PDFs become a viewer.
Mentions
@user notifies the person. @agent brings an agent into the doc
(e.g., @scout review this briefing). #lead-uuid links to a specific CRM lead.Checklist
Same syntax as markdown (
- [ ]). Checking/unchecking persists to the whole
doc — great for meeting notes with action items.Collaboration
Simultaneous editing
Simultaneous editing
Multiple people editing at the same time. Each person’s cursor appears with a
color + name. Conflicts are resolved via CRDT — you don’t lose text even with
poor latency.
Inline comments
Inline comments
Select a passage → the comment icon appears. Thread in the sidebar. Mention
@user to notify. Comments can be resolved (they disappear) or left open for
revisiting.Version history
Version history
Each save generates a version. Open “History” to see a timeline + restore an
older version. Versions are append-only — nothing is deleted.
Sharing
Sharing
Agents and documents
Because documents live inside the Brain, agents consult them automatically during operations:- Marcus loads the org’s voice doc when composing outbound messages
- Scout cross-references public research with internal docs (ICP, persona)
- Athena reads a client briefing before proposing next steps
@scout or
@athena — they respond inline with a comment or append at the end.
Templates
Templates are special documents that serve as blueprints:| Template | Purpose |
|---|---|
| Meeting notes | Name / date / attendees / decisions / action items |
| Client briefing | Company / pain / goal / context / next steps |
| Commercial proposal | Header / problem / solution / price / next steps |
| SOP (procedure) | When to apply / who executes / steps / expected output |
| Retro | What went well / what can improve / actions |
Export
Each document can be exported:- Markdown (.md) — the original source, ideal for porting to another system
- PDF — to send to a client or archive
- HTML — to publish (embed in email / website)
Search
Documents are indexed for global search (⌘K):
- Search by title + body
- Results ranked by semantic relevance
- Highlights of the matched passage
Limits
| Limit | Value |
|---|---|
| Document size | ~100k characters (~50 A4 pages) |
| Images per doc | Unlimited (org storage aggregates) |
| Mentions | Unlimited |
| Version history | Retained as long as the org exists |
Audit
| Event | What it records |
|---|---|
doc_created | Who created + where (folder) |
doc_edited | Who edited + diff (not raw content, just statistics) |
comment_added / resolved | Who + when + passage |
version_restored | Who reverted + from which to which version |
doc_shared_externally | Public link generated + expiration |
Next steps
Brain
How agents use docs to fuel their responses.
Folders
Where docs are organized.
Boards
For delivery workflows (instead of static docs).