Every document on its record.

Contracts, receipts and signed forms attached to the customer, deal, employee or invoice they belong to, readable by the agent when it answers. Permissions follow.

Chat

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Reminders

Projects

Recent

Renewals at risk

Board pack, October

Supplier terms review

Churn post mortem

Which accounts are at risk this month, and draft the outreach.

Worked for 41s · 6 steps · $0.12

Read9 accounts renewing

Read14 open tickets

Comparedusage against the last two quarters

Drafted7 messages, held 2 for a person

Nine accounts renew inside 30 days and three of them are the ones to worry about. Their ticket volume is up while usage is falling, which is the pattern that preceded every churn last quarter.

Salesforce

Zendesk2 sources, permission aware

Message Daciel

Reads Google Drive, Dropbox and your mailbox attachments.

Files live on records, not in folders

Library

Everything the work produced, with who owns it and who can read it.

AllDocumentsSheetsFrom runs

Renewal brief, Acme

Document · Priya · Deal team

Q3 pipeline review

Sheet · Marcus · Sales

Supplier terms summary

Document · Ana · Private

Churn post mortem

Document · Marcus · Everyone

Board pack, October

Deck · Priya · Leadership

Access review

Sheet · Tom · Admins

Turn the renewal brief into an email to the deal team

Renewal brief, Acme

Chat

One composer, on every surface.

Vendor reviews

Q3 onboarding

Support desk

Website rebuild

Everything the renewal touched: the thread it started in, the artifacts it produced, and who is allowed to see them.

148 artifacts

Keep

Acme renewal

Payroll migration

Hiring: sales

Said once, kept for good

Any answer becomes an artifact, with an owner and a permission.

Slack

Gmail

Outlook

Google Drive

Notion

Salesforce

HubSpot

Zendesk

Jira

GitHub

Linear

Stripe

Zoom

Asana

Airtable

Dropbox

Box

Confluence

Intercom

Google Calendar

Monday

ClickUp

Figma

DocuSign

Trello

Slack

Gmail

Outlook

Connected from day one

The systems you already run, readable in one place.

Runs this week

RunOutcome and traceWhat it producedCost

1Renewal outreachApprovedRead the nine accounts renewing this quarter in Salesforce, compared each one's usage against the last two quarters, drafted seven messages and held two back for a person. 41s, 6 steps, $0.12...7 draftsTotal$0.12Model$0.09Tools$0.03

2Invoice chaseHeldMatched fourteen overdue invoices in Stripe against the support thread for each account, then stopped before sending: two of them are in an open dispute and the policy says a person decides...14 invoicesTotal$0.08Model$0.06Tools$0.02

3Monday briefingApprovedPulled every run from the last seven days, grouped them by workspace, and wrote the briefing into the Library with the trace attached to each claim so any line can be opened...1 briefingTotal$0.21Model$0.17Tools$0.04

4Access reviewApprovedListed every connection holding a write scope, checked each against the role that owns it, and flagged three that now outlive the person who created them. Nothing was revoked without asking...3 flaggedTotal$0.05Model$0.04Tools$0.01

Runs

Every step, every tool call, every cost, and who approved it.

The contract in someone's Downloads

Document management usually means a folder tree someone designed and nobody follows. Daciel files documents where they are used: the signed proposal on the deal, the receipt on the expense, the offer letter on the employee, the contract on the customer. The agent reads them when it answers, so a customer asking what their contract says gets the clause, and a permission on the record is a permission on the file.

Queued6+⋯

RUN-2085

Chase the 14 overdue invoices

RUN-2094

Summarise every ticket Acme opened

RUN-2092

Check which renewals slipped a quarter

RUN-2200

Rewrite the onboarding mail sequence

Planned10+⋯

RUN-2211

Renewal quote for Acme, send held

Salesforce

Priya approves

RUN-926

Renewal outreach, nine accounts

Salesforce

Gmail

RUN-2088

Weekly briefing into the Library

Slack

RUN-924

Reconcile Stripe against the tickets

Stripe

RUN-1882

Tag the inbox by account

Outlook

Running3+⋯

RUN-1487

Pull usage for the at-risk accounts

4 steps

RUN-1028

Answer the RFP security section

Confluence

RUN-2187

Flag connections holding write scope

Waiting on Priya6 steps

Done48+⋯

RUN-2074

Monday briefing, written and filed

Library$0.21

RUN-1912

Churn post mortem for Q3

$0.14

RUN-1951

Board pack pulled together

$0.31

RUN-1960

Access review, three flagged

Approved$0.05

RUN-1991

Supplier terms summarised

Thread in #renewals

Marcus Hale9:12 AM

Acme wants a renewal quote. Their contract is up in three weeks.

Ana Duarte9:12 AM

Ticket volume has climbed every month this quarter. Read that before we price it.

Marcus Hale9:13 AM

So someone pulls usage, open tickets and the last two invoices. Three systems.

Priya Raman9:14 AM

And most of an afternoon. Hand it over and hold the send until one of us reads it.

Marcus Hale9:14 AM

@Daciel draft the Acme renewal from usage and tickets, hold the send

Two things it does on day one

Files on the record

Attachments from the mailbox, uploads and connected drives land on the customer, deal, invoice or person they belong to, with the source noted.

Get started

Conversations

7 open · 4 answered without a person

Acme CoWhere is invoice 4417?Agent

NorthwindRefund for the duplicate seatAgent

StarlightCan we move the renewal date?Held

MeridianAPI keys stopped workingWaiting

BrightlineInvoice address is wrongAgent

KestrelDo you support SSO?Agent

HalcyonExport stopped at 10k rowsWaiting

Readable by the agent

A question about a contract, a receipt or a form is answered from the document, with the passage quoted, under the record's permissions.

See the vault

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What is document management software?

Document management software stores files with version history, search, permissions and workflow, so a business can find the contract and prove who saw it. The search returns Dropbox, Box, SharePoint, DocuWare and M-Files: folder trees with metadata and retention rules, priced per user.

How the vault works

Connect

Google Drive, Dropbox and the mailbox. Existing files are read where they are.

Attach

Uploads and mail attachments land on the record they concern; the agent proposes the match.

Permissions inherit

A file on an employee record is restricted like the record; on a customer record, like the customer.

Ask

What does this contract say about notice? Answered from the document with the passage quoted.

Share by approval

An external link is held for a named person and logged.

Document management tools, compared

Folder-based storage, a workspace product, and Daciel's documents attached to records. Compared on how files are found and controlled, and the price.

	Best for	Channels	How a person stays in control	Published pricing
Dropbox	Teams that want shared folders with sync and e-signature	File storage and sync, sharing, Dropbox Sign	Sharing permissions per folder	Per user per month by tier, published
Notion	Teams that want documents, wikis and databases in one workspace	Pages, databases, wikis, AI over the workspace	Page permissions	Free tier, then per user per month, published
Dacielthis site	Businesses that want overdue invoices chased by email and phone from the same record, with a person approving each campaign	Email, text and a phone number Daciel holds; invoices from the accounting tool you connect	Each reminder campaign approved by a named person; promises to pay filed on the invoice	Contact Daciel for business plan availability and pricing.
Dacielthis site	Businesses that want agents set up for them in five questions, editable afterwards as an ordinary graph	Email, messaging, phone and a thousand connected tools; a canvas of ordinary nodes	Approval nodes with a named person and an expiry; every run logged with its cost	Contact Daciel for business plan availability and pricing.