Do we need to send data before booking?
No. Describe the workflow first. We can agree on appropriate sample material before you share any records.
Book a demo
See how your team could find useful information across inboxes, compare details from documents and share the updates each audience needs.
Supplier email
Hi there, delivery is planned for 18 October. Internal price: £12,400. We’ll confirm once it’s on route.
Customer view
- Supplier
- Cedar Works
- Delivery
- 18 October
- Included fields
- Supplier · delivery date
The internal price stays out of this output.
Start with a job your team does
Try a task such as sorting a shared inbox, checking invoice attachments, tracking delivery changes or handing over an account. Follow the email or document to the useful list, table or shared view your team would use.
What to send before the meeting
A short description is enough. Include:
- the task your team wants to improve
- the inboxes, drives or other places where its information arrives
- the details you need to find or track
- who needs the result and how they would use it
Who should attend
Include the person who owns the workflow. An IT or security colleague can join if source permissions, sign-in or external sharing need review.
What we can cover
Choose the parts that matter for your workflow:
- bringing emails and files together from the accounts your team uses
- creating custom email lists across inboxes and finding related documents
- extracting amounts, dates or references into a table and checking them against the original
- getting alerts for changes and deadlines and assigning the next action
- sharing tailored browser views, spreadsheets or updates with people, systems or AI assistants
After the demo
Choose the accounts and material for the first task, who owns it and what the recipients should see. The implementation guide helps you put the setup into use.
Common questions
Can we review security and access settings?
Yes. See who can read the connected information, what appears in shared views, which original files can be downloaded and the sign-in options enabled for your deployment.
Can we see our industry workflow?
Tell us which emails and documents you work with and what your team needs to do with them. That task can guide the session.
Can we discuss API or MCP access?
Yes. Tell us which assistant or application should receive the data so we can review supported connections, credentials and the information it can read.
Book a demo
Tell us about the task, where the information arrives and who needs the result.