Your world. A whole team behind it.
From the first enquiry to the next handover. Follow the work across sales, support, people and operations, then make it specific to your industry.
Maya Chen · Northstar · Fit reviewed
Search the market and collect the reasons each prospect belongs on the shortlist.
Here’s the plan, the owner and what happens next.
Review before sendingStart in your world.
Explore a department, or see how the whole team works together.
Workflows across industries
9 workflow walkthroughs · All functions
From prospect to conversation
Here’s the plan, the owner and what happens next.
Review before sendingTake a prospect from discovery through qualification, CRM context and an introduction your team can review.
- 1Scout finds the fit
- 2Nova prepares the introduction
- 3You decide the next move
From question to resolution
Here’s the plan, the owner and what happens next.
Review before sendingBring the customer’s thread, account context and product knowledge together. Resolve straightforward questions and escalate the exceptions with context.
- 1Read the request
- 2Find the answer
- 3Keep a human in the loop
From inbox to next steps
Here’s the plan, the owner and what happens next.
Review before sendingTurn incoming conversations into prepared replies, follow-ups and decisions. Keep the work attached to the message that created it.
- 1Triage the threads
- 2Prepare the work
- 3Review together
From deal to delivery
Carry agreed requirements from the customer record into commercial documents and the work your team needs to deliver.
- 1Capture the agreement
- 2Prepare the document
- 3Coordinate delivery
From request to delivery
Connect tasks, files, discussions and repeatable workflows so that a request can move across people without losing its context.
- 1Define the outcome
- 2Assign the work
- 3Review the handover
From activity to decisions
Review performance alongside people operations and the work itself. Use evidence to guide the next conversation with your team.
- 1Set the scope
- 2Inspect the records
- 3Give direction
From new hire to ready teammate
Bring recruitment, onboarding tasks and HR documents together. Give every induction step an owner and keep outstanding requirements visible.
- 1Prepare the record
- 2Coordinate the people
- 3Review readiness
From team discussion to shared action
Carry team discussions into decisions, tasks and an inspectable handover. Keep the brief and supporting files beside the work.
- 1Gather the context
- 2Clarify the next steps
- 3Hand off with ownership
From repeated steps to a repeatable process
Connect a trigger to conditions and actions across your workspace. Review execution history and handle exceptions where they happen.
- 1Define the trigger
- 2Connect the actions
- 3Inspect a run
Different roles.
The same conversation.
An example of configured collaboration: the context moves from research to a reply, with a human decision where it belongs.
Scout finds the fit.
A brief becomes a shortlist. Each match carries the reason it belongs and the evidence to inspect.