Built specifically for deal teams who need to move fast without breaking their workflow
Link tasks to specific file regions (pages, slides, cells) without editing the underlying documents.
Auto-assign tasks based on bandwidth, expertise, and current workload with explainable recommendations.
Real-time visibility into team capacity with meeting integration and PTO tracking.
Track what changed between versions with human-readable summaries, not file-level mutations.
AI identifies deadline risks, overcapacity, and stalled tasks before they become problems.
Automatically suggest who to ask based on document ownership and availability.
Simple workflow that fits into your existing process
Link documents from SharePoint, OneDrive, Google Drive, or Box. We never edit your files.
Capture tasks with specific file regions (page 3, slide 12, cell range B4:D10) so everyone knows exactly what needs to be done.
Use AI-powered auto-assignment that considers bandwidth, expertise, and current workload, or assign manually.
Monitor team capacity, get risk alerts, and generate daily standups automatically.
Start free, scale as you grow