Office
Docs, sheets, slides and notebooks — written here, opened anywhere.
- In every plan
- Connected to every other module
Office is the workspace’s document suite. Write documents, build spreadsheets and presentations, and keep notes in notebooks. Bring in Word, Excel and CSV files, and export to .docx, .xlsx or PDF when someone outside needs a file.
What Office is made of.
In the app: Workspace › Office. These are the pages you will find there.
Overview
Recent documents and what your team is working on.
Docs
Documents with rich formatting.
Sheets
Spreadsheets with formulas.
Slides
Presentations.
Notebooks
Notes, meeting minutes and SOPs — the old Notes lives here now.
Resources
Templates and shared material for the organisation.
Settings
Defaults and sharing.
What this looks like on a normal day.
Four formats, one place
Docs, Sheets, Slides and Notebooks share one home, one search and one set of permissions.
- Docs, Sheets, Slides, Notebooks
- Open Word, Excel and CSV files
- Export to .docx, .xlsx or PDF
Notes that become work
Notebooks hold meeting notes, specs and SOPs. Lines can be turned into tasks instead of being forgotten.
- Meeting notes and SOPs
- Extract tasks from notes
- Linked to projects and clients
Donna writes the first draft
Ask Donna for a proposal, a policy or a summary and it lands as a real document you can edit.
- Drafts from your data
- Edit in place
- Share through portals
Who leans on office most.
People running it alone
Nothing to configure, nothing to integrate. It works the day you open it.
Teams who keep missing each other
One place everyone can see, so nobody has to ask what happened.
Businesses with clients waiting
Files, updates and invoices your clients can reach without another login you pay for.
You never use this module alone
Everything here is joined to the rest of the workspace, so nothing has to be copied anywhere. And Donna is standing in this room with you — ask her to do the work in it and she will, then tell you what changed.
Have someone walk you through it