Workbooks for everyday work.
The client tracker, the weekly report, the budget model.
First workbook free.
Three kinds of workbook.
A workbook is one document with one job. Not a file you open and edit, and not a workspace to keep tidy. The finished thing, and someone to keep it finished.
Client trackers and lists
The list that ended up in a spreadsheet because no tool quite fit. It fills itself in, and it tells you what changed since you last looked.
The client list nobody has updated since March.
Reports and documents
The weekly update, the board pack, the client brief. Written once, with every claim traced to where it came from, and rewritten when the facts move.
The Monday morning ops update.
Budgets and models
A working spreadsheet. Change an assumption in plain English; the numbers move and it tells you which ones did.
Next quarter's hiring budget.
Send a link, not an attachment.
Every workbook has a URL. Send it to a client, a board or an accountant. They read it in a browser, with no account and nothing to install.
It always shows the current version.
Which is the part an attachment can never do. A PDF is out of date the moment something moves, and you have no idea which copy anyone is looking at. A link is the copy.
How it works.
- 01
Describe it. One sentence saying what the document is.
- 02
It gets written. Researched, drafted, and shown with its sources.
- 03
It stays current. On your cadence, or when the numbers underneath move.
- 04
You are asked only when it matters. A decision, an approval, a question.
Sources on every claim
Each line traces to the filing, page or row it came from.
Edits are a sentence
Ask for a change in plain English and the harness rewrites the document.
Multiplayer workbooks
Share your workbook, and its harness, with the people you are collaborating with.
It reads what you already keep
Point it at Google Drive, Dropbox, OneDrive or SharePoint and it takes its context from the files.