Shared demo workspace — explore freely; everything resets daily.

Context

Your workspace's voice, KPIs, rules and knowledge — versioned, approved, and retrieved into every run (pgvector RAG in prod).

Reporting conventions
Voice, KPI definitions, and thresholds for all reporting workflows.
active v0.1.0approved
Tone: concise, executive, no hedging. Currency: GBP. 'Pipeline' = open deals weighted by stage. 'At risk' = no activity in 14 days. Always cite the figure's source.
Files (0)

No files on v0.1.0 yet.

Drop a file or click — .txt .md .csv .json, 2MB max (PDF coming soon)

Uploads always index into the current draft (one is created if the active version is approved — approved versions are immutable).

Indexed knowledge (3 chunks)
  • #0ARR is recognised monthly; annual-upfront contracts are deferred and released over the term.
  • #1A deal is 'at risk' after 14 days with no logged activity.
  • #2Board tone: lead with the number, then the driver, then the action.