Type / for anything.
Headings, lists, to-dos, callouts, code, tables and images all come from one menu. Ask AI sits at the top of it.
Docs · included in every workspace
Docs that know the customer.
Proposals, account plans and playbooks, written next to the deals and people they're about. Mention a record and it links both ways.
MMeridianSearch…⌘K
DocsSummit Outfitters account planEdited 2h agoShare
Summit Outfitters account plan
Ava Chen·Updated 2h agoWhere we are
@Summit enterprise is in Negotiation at $180,000 for 150 seats. @Bruno Feltrin runs procurement and signs the order form.
Open risks
- New seats can’t sign in with SSO (ticket #2231). Sam is on it.
- Their legal team wants our DPA before they sign.
Next steps
- Send the pricing summary to Bruno
- Verify the SSO domain with their IT team
- Book the rollout kickoff for Oct 5
Subpages
Rollout plan
Write it once, where the work is.
Mention the deal, not just its name.
Type @ to link a company, deal, contact or project. The doc lists what it mentions, and each record lists the docs that mention it.
Share each page on purpose.
Keep a page private, give named people view or edit rights, open it to a board or to the whole workspace. Only the author can change it.
Every doc in one list.
Recent pages, favorites and your own docs up top, then every doc with its tags, the record it's about and who can see it.
Ask AI while you write
Select a paragraph and ask it to shorten, fix, change the tone, summarise or translate. You see the edit first, then accept it, reject it or try again.
Ask your docs
Ask a question and get an answer from the docs you can open, with a link to each doc it came from.
Can I share a doc outside the workspace?
Not yet. A page can stay private, go to named people who can view or edit, open to everyone who can read a board, or to the whole workspace. There are no public links.
Can two people edit a doc at the same time?
Not live. There's no shared cursor and no version history yet, so it works best with one person writing a page at a time.
What does the AI read?
The writer reads only the text you selected, or the block your cursor is in. Ask your docs answers only from docs you're allowed to open, and lists every one it used. Nothing is written without you: an edit only lands when you accept it.
Can I export a doc or link one doc to another?
Not yet. Docs don't export to PDF or Word, and a doc can't link to another doc. You can nest pages inside a doc and @-mention any record.
Write it down next to the deal.
Start today, or bring your own data to a demo and see it there.