Coherence for Operations
Run the business, not the busywork.
Onboarding, projects, approvals, invoicing, and reporting on the same customer record, with AI doing the repetitive parts.
1Onboarding1Onboarding2Projects2Projects3Approvals3Approvals4Invoicing4Invoicing5Reporting5Reporting6Nash does the busywork6Nash does the busywork
Automation16MC
AName≡Status
New client onboardingActive
Website lead routingActive
Proposal follow-upActive
Support triageActive
Overdue invoice remindersActive
Weekly pipeline digestActive
Review request after launchPaused
Renewal remindersActive
Contract signed → kickoffActive
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
AutomationSearch records, email, and more…⌘ K16MC
Create flow
Show flowsAll teams12Sales4Support3Operations5
12 flows
ANameOwner≡StatusLast run123Runs
New client onboardingMaya ChenActiveRunning now128
Website lead routingRavi SinghActive4 min ago1,042
Proposal follow-upMaya ChenActive22 min ago316
Support triageSam KimActive1 hr ago2,210
Overdue invoice remindersSam KimActiveToday 8:0087
Weekly pipeline digestRavi SinghActiveMon 9:0041
Review request after launchMaya ChenPausedOct 223
Renewal remindersRavi SinghActiveOct 158
Contract signed → kickoffRavi SinghActiveSep 3019
12 rowsSelect cellsFind…
New client onboardingRun #128 · now
Deal moved to WonTriggerCreated onboarding project0.3sAssigned kickoff to Maya Chen0.2sNash drafted the welcome email4.1sWaiting for Maya’s approvalWaitingSend the first invoiceNext
Project16MC
Alder & Pine website rebuildProject #: PRJ-00031Client: Alder & Pine DentalStatus: active
Eastside booking launchProject #: PRJ-00030Client: Eastside Family DentistryStatus: active
Northfield patient portal refreshProject #: PRJ-00029Client: Northfield ClinicStatus: planning
Tidewater site relaunchProject #: PRJ-00028Client: Tidewater AnalyticsStatus: active
Q4 studio website refreshProject #: PRJ-00027Client: Fieldwork StudioStatus: on hold
Harbor Vets clinic siteProject #: PRJ-00026Client: Harbor VetsStatus: completed
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
ProjectSearch records, email, and more…⌘ K16MC
New record
Saved filtersActive Only
StatusPlanningActiveOn HoldCompleted
ListBoardCalendar1–6 of 6
AProject #AProject NameClient≡Type≡Status≡Priority
PRJ-00031Alder & Pine website rebuildAlder & Pine DentalClient ProjectActiveHigh
PRJ-00030Eastside booking launchEastside Family DentistryClient ProjectActiveMedium
PRJ-00029Northfield patient portal refreshNorthfield ClinicClient ProjectPlanningMedium
PRJ-00028Tidewater site relaunchTidewater AnalyticsClient ProjectActiveHigh
PRJ-00027Q4 studio website refreshFieldwork StudioInternalOn HoldLow
PRJ-00026Harbor Vets clinic siteHarbor VetsClient ProjectCompletedMedium
New Project6 rowsSelect cellsFind…
Approvals16MC
Send follow-up to Dana ReyesRecord: Alder & Pine DentalRule: external emailStatus: waiting
Launch “Spring check-in” to 84 peopleRecord: Spring check-inRule: campaign launchStatus: waiting
Send reminder for INV-1041Record: Ironwood CapitalRule: external emailStatus: waiting
Publish the new booking pageRecord: fieldwork.studioRule: website changeStatus: approved
Update deal stage to WonRecord: Eastside Family DentistryRule: record updateStatus: auto-approved
Reply to Owen ParkRecord: Harbor VetsRule: external emailStatus: approved
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
ApprovalsSearch records, email, and more…⌘ K16MC
List3 waiting
AActionRecord≡RuleRequested by≡StatusApprover
Send follow-up to Dana ReyesAlder & Pine DentalExternal emailNashWaitingMaya Chen
Launch “Spring check-in” to 84 peopleSpring check-inCampaign launchNashWaitingMaya Chen
Send reminder for INV-1041Ironwood CapitalExternal emailNashWaitingSam Kim
Publish the new booking pagefieldwork.studioWebsite changeNashApprovedMaya Chen
Update deal stage to WonEastside Family DentistryRecord updateNashAuto-approvedRule
Reply to Owen ParkHarbor VetsExternal emailNashApprovedSam Kim
6 rowsSelect cellsFind…
Approval rules · Nash
Research and enrichAutomaticUpdate recordsAutomaticSend external emailAsk firstLaunch a campaignAsk firstPublish website changesAsk first
Invoices16MC
INV-1043 · Alder & Pine DentalStatus: paidDue Date: Oct 17Balance Due: $0
INV-1042 · Tidewater AnalyticsStatus: awaiting-paymentDue Date: Oct 24Balance Due: $6,800
INV-1041 · Ironwood CapitalStatus: overdueDue Date: Oct 2Balance Due: $3,500
INV-1040 · Harbor VetsStatus: partially-paidDue Date: Oct 20Balance Due: $6,000
INV-1039 · Quarry Lane BakeryStatus: paidDue Date: Oct 12Balance Due: $0
INV-1038 · Northfield ClinicStatus: paidDue Date: Oct 10Balance Due: $0
INV-1037 · Fox & Wren LegalStatus: awaiting-paymentDue Date: Oct 28Balance Due: $4,100
INV-1036 · Eastside Family DentistryStatus: paidDue Date: Oct 6Balance Due: $0
INV-1035 · Brightline LogisticsStatus: overdueDue Date: Sep 30Balance Due: $5,250
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
InvoicesSearch records, email, and more…⌘ K16MC
ListBoard1–50 of 86
AInvoiceAAccount≡StatusDue date123Total123Balance due
INV-1043Alder & Pine DentalPaidOct 17$9,200$0
INV-1042Tidewater AnalyticsAwaiting paymentOct 24$6,800$6,800
INV-1041Ironwood CapitalOverdueOct 2$3,500$3,500
INV-1040Harbor VetsPartially paidOct 20$12,000$6,000
INV-1039Quarry Lane BakeryPaidOct 12$2,400$0
INV-1038Northfield ClinicPaidOct 10$7,750$0
INV-1037Fox & Wren LegalAwaiting paymentOct 28$4,100$4,100
INV-1036Eastside Family DentistryPaidOct 6$15,600$0
INV-1035Brightline LogisticsOverdueSep 30$5,250$5,250
New Invoice86 rowsSelect cellsFind…
Record detailsCopilot
Anything I should chase this week?
Worked with 3 tools · 1 sent for approval
Checked 86 invoices0.6sLooked for expansion signals2.1sDrafted reminder to IronwoodApproval
2 invoices are overdue. Ironwood is 12 days late, so I drafted a reminder. Alder & Pine opened a second location, a good moment to offer booking.
Awaiting approvalSend reminder for INV-1041RejectApprove
Dashboard16MC
Q3 performance
Revenue$148.6k18% vs Q2
Revenue by monthPaid invoices, $k
Q2Q3
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
DashboardSearch records, email, and more…⌘ K16MC
Q3 performanceMy Dashboard
Revenue$148.6k18% vs Q2
New customers124 vs Q2
Open pipeline$312k9% vs Q2
First reply2.4h35 min faster
Revenue by monthPaid invoices, $k
Q2Q3
Pipeline by stageOpen deal value
Leads by sourceNew leads in Q3
Website46%Campaigns24%Research18%Referrals12%
Support casesOpened vs resolved per week
OpenedResolved
Task16MC
Log call notes on Alder & Pine DentalTask ID: TSK00241Status: doneAssignee: Nash
Enrich 12 new leads from the website formTask ID: TSK00242Status: doneAssignee: Nash
Follow up on proposals with no replyTask ID: TSK00243Status: doneAssignee: Nash
Pitch call with Barton Creek DentalTask ID: TSK00244Status: in-progressAssignee: Maya Chen
Draft replies to open billing questionsTask ID: TSK00245Status: doneAssignee: Nash
Update deal stages after this week’s callsTask ID: TSK00246Status: doneAssignee: Nash
Review Q4 retainer pricingTask ID: TSK00247Status: to-doAssignee: Sam Kim
Merge duplicate contactsTask ID: TSK00248Status: doneAssignee: Nash
Build the spring check-in audienceTask ID: TSK00249Status: doneAssignee: Nash
Kickoff with Eastside Family DentistryTask ID: TSK00250Status: to-doAssignee: Maya Chen
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
TaskSearch records, email, and more…⌘ K16MC
New record
Saved filtersOpen WorkHigh PriorityCompleted
AssigneeNashMaya ChenRavi Singh
ListBoardCalendar1–10 of 10
ATask IDATask Title≡Status≡PriorityAssigneeRelated
TSK00241Log call notes on Alder & Pine DentalTo DoIn ProgressDoneMediumNashAlder & Pine Dental
TSK00242Enrich 12 new leads from the website formTo DoIn ProgressDoneHighNashWeb leads
TSK00243Follow up on proposals with no replyTo DoIn ProgressDoneHighNashPipeline
TSK00244Pitch call with Barton Creek DentalIn ProgressHighMaya ChenBarton Creek Dental
TSK00245Draft replies to open billing questionsTo DoIn ProgressDoneMediumNashsupport@
TSK00246Update deal stages after this week’s callsTo DoIn ProgressDoneLowNashPipeline
TSK00247Review Q4 retainer pricingTo DoMediumSam KimFinance
TSK00248Merge duplicate contactsTo DoIn ProgressDoneLowNashContacts
TSK00249Build the spring check-in audienceTo DoIn ProgressDoneMediumNashSpring check-in
TSK00250Kickoff with Eastside Family DentistryTo DoHighMaya ChenEastside Family
New Task10 rowsSelect cellsFind…
Sound familiar? Not anymore.
Handoffs that lose the detailsFlows carry the record to the next person or agent
A spreadsheet for everything elseCustom modules for anything you track, no code
Reports nobody trustsDashboards on the records you work in every day
1ONBOARD
Onboarding that starts itself.
A won deal kicks off the flow: project created, kickoff assigned, welcome email drafted. Every step is logged, and anything external waits for approval.
Automation16MC
AName≡Status
New client onboardingActive
Website lead routingActive
Proposal follow-upActive
Support triageActive
Overdue invoice remindersActive
Weekly pipeline digestActive
Review request after launchPaused
Renewal remindersActive
Contract signed → kickoffActive
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
AutomationSearch records, email, and more…⌘ K16MC
Create flow
Show flowsAll teams12Sales4Support3Operations5
12 flows
ANameOwner≡StatusLast run123Runs
New client onboardingMaya ChenActiveRunning now128
Website lead routingRavi SinghActive4 min ago1,042
Proposal follow-upMaya ChenActive22 min ago316
Support triageSam KimActive1 hr ago2,210
Overdue invoice remindersSam KimActiveToday 8:0087
Weekly pipeline digestRavi SinghActiveMon 9:0041
Review request after launchMaya ChenPausedOct 223
Renewal remindersRavi SinghActiveOct 158
Contract signed → kickoffRavi SinghActiveSep 3019
12 rowsSelect cellsFind…
New client onboardingRun #128 · now
Deal moved to WonTriggerCreated onboarding project0.3sAssigned kickoff to Maya Chen0.2sNash drafted the welcome email4.1sWaiting for Maya’s approvalWaitingSend the first invoiceNext
2PROJECTS & TASKS
Projects and tasks, tied to the customer.
Every project links to the account, the deal, and the people on it. List, board, or calendar, without another tool.
1List1List2Board2Board3Calendar3Calendar
Project16MC
Alder & Pine website rebuildProject #: PRJ-00031Client: Alder & Pine DentalStatus: active
Eastside booking launchProject #: PRJ-00030Client: Eastside Family DentistryStatus: active
Northfield patient portal refreshProject #: PRJ-00029Client: Northfield ClinicStatus: planning
Tidewater site relaunchProject #: PRJ-00028Client: Tidewater AnalyticsStatus: active
Q4 studio website refreshProject #: PRJ-00027Client: Fieldwork StudioStatus: on hold
Harbor Vets clinic siteProject #: PRJ-00026Client: Harbor VetsStatus: completed
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
ProjectSearch records, email, and more…⌘ K16MC
New record
Saved filtersActive Only
StatusPlanningActiveOn HoldCompleted
ListBoardCalendar1–6 of 6
AProject #AProject NameClient≡Type≡Status≡Priority
PRJ-00031Alder & Pine website rebuildAlder & Pine DentalClient ProjectActiveHigh
PRJ-00030Eastside booking launchEastside Family DentistryClient ProjectActiveMedium
PRJ-00029Northfield patient portal refreshNorthfield ClinicClient ProjectPlanningMedium
PRJ-00028Tidewater site relaunchTidewater AnalyticsClient ProjectActiveHigh
PRJ-00027Q4 studio website refreshFieldwork StudioInternalOn HoldLow
PRJ-00026Harbor Vets clinic siteHarbor VetsClient ProjectCompletedMedium
New Project6 rowsSelect cellsFind…
Project16MC
Alder & Pine website rebuildStatus: activeProgress: 62%
Tidewater site relaunchStatus: activeProgress: 40%
Online booking · Alder & PineStatus: planning
Harbor Vets clinic siteStatus: completed
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
ProjectSearch records, email, and more…⌘ K16MC
ListBoardCalendar10 projects
Planning2
Northfield portal refresh
Client: NorthfieldDue: Dec 12
Online booking · Alder & Pine
Client: Alder & PineDue: Nov 20
Active3
Alder & Pine website rebuild
Client: Alder & PineProgress: 62%
Tidewater site relaunch
Client: TidewaterProgress: 40%
Eastside booking launch
Client: EastsideProgress: 85%
On Hold1
Q4 studio site refresh
Client: FieldworkOwner: Sam Kim
Completed4
Harbor Vets clinic site
Client: Harbor VetsDone: Sep 24
Quarry Lane menu site
Client: Quarry LaneDone: Sep 2
Project16MC
Alder & Pine · design reviewDate: nov 4
Eastside · launchDate: nov 9
Tidewater · kickoffDate: nov 12
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
ProjectSearch records, email, and more…⌘ K16MC
ListBoardCalendarNovember 2026
SunMonTueWedThuFriSat
28
29
30
31
1
2
3
4Alder & Pine · design review
5
6
7
8
9Eastside · launch
10
11
12Tidewater · kickoff
13
14
15
16
17
18Northfield · content due
19
20Online booking · kickoff
21
22
23
24
25Alder & Pine · launch
26
27
28
29
30
1
3APPROVALS
AI does the work. You keep the say.
Approvals16MC
Send follow-up to Dana ReyesRecord: Alder & Pine DentalRule: external emailStatus: waiting
Launch “Spring check-in” to 84 peopleRecord: Spring check-inRule: campaign launchStatus: waiting
Send reminder for INV-1041Record: Ironwood CapitalRule: external emailStatus: waiting
Publish the new booking pageRecord: fieldwork.studioRule: website changeStatus: approved
Update deal stage to WonRecord: Eastside Family DentistryRule: record updateStatus: auto-approved
Reply to Owen ParkRecord: Harbor VetsRule: external emailStatus: approved
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
ApprovalsSearch records, email, and more…⌘ K16MC
List3 waiting
AActionRecord≡RuleRequested by≡StatusApprover
Send follow-up to Dana ReyesAlder & Pine DentalExternal emailNashWaitingMaya Chen
Launch “Spring check-in” to 84 peopleSpring check-inCampaign launchNashWaitingMaya Chen
Send reminder for INV-1041Ironwood CapitalExternal emailNashWaitingSam Kim
Publish the new booking pagefieldwork.studioWebsite changeNashApprovedMaya Chen
Update deal stage to WonEastside Family DentistryRecord updateNashAuto-approvedRule
Reply to Owen ParkHarbor VetsExternal emailNashApprovedSam Kim
6 rowsSelect cellsFind…
Approval rules · Nash
Research and enrichAutomaticUpdate recordsAutomaticSend external emailAsk firstLaunch a campaignAsk firstPublish website changesAsk first
4GET PAID
Invoice from the work you did.
Create invoices on the account, take card payments through Stripe if you like, and let Nash chase what is overdue.
Invoices16MC
INV-1043 · Alder & Pine DentalStatus: paidDue Date: Oct 17Balance Due: $0
INV-1042 · Tidewater AnalyticsStatus: awaiting-paymentDue Date: Oct 24Balance Due: $6,800
INV-1041 · Ironwood CapitalStatus: overdueDue Date: Oct 2Balance Due: $3,500
INV-1040 · Harbor VetsStatus: partially-paidDue Date: Oct 20Balance Due: $6,000
INV-1039 · Quarry Lane BakeryStatus: paidDue Date: Oct 12Balance Due: $0
INV-1038 · Northfield ClinicStatus: paidDue Date: Oct 10Balance Due: $0
INV-1037 · Fox & Wren LegalStatus: awaiting-paymentDue Date: Oct 28Balance Due: $4,100
INV-1036 · Eastside Family DentistryStatus: paidDue Date: Oct 6Balance Due: $0
INV-1035 · Brightline LogisticsStatus: overdueDue Date: Sep 30Balance Due: $5,250
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
InvoicesSearch records, email, and more…⌘ K16MC
ListBoard1–50 of 86
AInvoiceAAccount≡StatusDue date123Total123Balance due
INV-1043Alder & Pine DentalPaidOct 17$9,200$0
INV-1042Tidewater AnalyticsAwaiting paymentOct 24$6,800$6,800
INV-1041Ironwood CapitalOverdueOct 2$3,500$3,500
INV-1040Harbor VetsPartially paidOct 20$12,000$6,000
INV-1039Quarry Lane BakeryPaidOct 12$2,400$0
INV-1038Northfield ClinicPaidOct 10$7,750$0
INV-1037Fox & Wren LegalAwaiting paymentOct 28$4,100$4,100
INV-1036Eastside Family DentistryPaidOct 6$15,600$0
INV-1035Brightline LogisticsOverdueSep 30$5,250$5,250
New Invoice86 rowsSelect cellsFind…
Record detailsCopilot
Anything I should chase this week?
Worked with 3 tools · 1 sent for approval
Checked 86 invoices0.6sLooked for expansion signals2.1sDrafted reminder to IronwoodApproval
2 invoices are overdue. Ironwood is 12 days late, so I drafted a reminder. Alder & Pine opened a second location, a good moment to offer booking.
Awaiting approvalSend reminder for INV-1041RejectApprove
5SEE EVERYTHING
One dashboard everyone trusts.
Revenue, pipeline, leads, and support on the records your team already works in. No exports, no stale numbers.
Dashboard16MC
Q3 performance
Revenue$148.6k18% vs Q2
Revenue by monthPaid invoices, $k
Q2Q3
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
DashboardSearch records, email, and more…⌘ K16MC
Q3 performanceMy Dashboard
Revenue$148.6k18% vs Q2
New customers124 vs Q2
Open pipeline$312k9% vs Q2
First reply2.4h35 min faster
Revenue by monthPaid invoices, $k
Q2Q3
Pipeline by stageOpen deal value
Leads by sourceNew leads in Q3
Website46%Campaigns24%Research18%Referrals12%
Support casesOpened vs resolved per week
OpenedResolved
6PLAYBOOKS
Repeatable work, on autopilot.
Playbooks16MC
Weekly pipeline reviewAgent: NashRuns when: Every Monday 8:00Status: active
Chase overdue invoicesAgent: NashRuns when: Invoice 7 days overdueStatus: active
Welcome new clientsAgent: NashRuns when: Deal moves to WonStatus: active
Research new web leadsAgent: Lead researcherRuns when: Lead created from a formStatus: active
Monthly client check-inAgent: NashRuns when: 1st of the monthStatus: active
Draft Knowledge from resolved casesAgent: NashRuns when: Case resolved 3+ timesStatus: review
Renewal remindersAgent: NashRuns when: 60 days before renewalStatus: active
HomeTasksDashboardCollabCommsPlaybooksWebCRMProjectsMore
PlaybooksSearch records, email, and more…⌘ K16MC
List7 playbooks
APlaybookAgentARuns whenLast run≡Status
Weekly pipeline reviewNashEvery Monday 8:00TodayActive
Chase overdue invoicesNashInvoice 7 days overdue2 hr agoActive
Welcome new clientsNashDeal moves to WonOct 9Active
Research new web leadsLead researcherLead created from a form4 min agoActive
Monthly client check-inNash1st of the monthOct 1Active
Draft Knowledge from resolved casesNashCase resolved 3+ timesSep 28Review
Renewal remindersNash60 days before renewalSep 26Active
New Playbook7 rowsSelect cellsFind…
Everything operations needs. Connected by default.
WorkflowsTriggers, tasks, approvals, and handoffs in one flow.
Projects & tasksList, board, and calendar views linked to customers.
Custom modulesTrack anything, with your own fields and relationships.
InvoicingInvoices, payment tracking, and optional Stripe payments.
ApprovalsRules for what agents do alone and what needs a person.
ReportingCustom dashboards on live records.
PlaybooksRepeatable work agents run on a schedule or trigger.
Apps & integrationsConnect email, calendars, and the tools you rely on.