Docs
One library for everything your team produces or references. Agent deliverables, meeting notes, strategy docs, uploaded files, and Drive imports. All in one view that stays current.
What the Docs View Is
The Docs view is a unified library inside every Space. It holds every document related to the work happening in the Space:
- Agent deliverables (PDF reports, briefs, articles, decks)
- Meeting notes and transcripts
- Strategy documents and SOPs
- Uploaded files (PDF, Word, Excel, Markdown, anything)
- Imported files from Google Drive and Dropbox
Instead of hunting across five tools for the latest version of something, your team comes here.
Why Docs Exist as a View
In most setups, documents live in three or four places at once:
- Final PDFs in Google Drive
- Meeting notes in Notion
- Agent outputs in some other tool
- Uploaded references in attachments scattered across chats
Nobody knows which copy is current. People copy-paste between systems and version drift sets in.
The Docs view collapses that into one place. Everything related to this Space's work shows up here.
What Goes Into Docs
| Source | How it gets in |
|---|---|
| Agent deliverables | Auto. When an agent finishes a deliverable (mission output, artifact, generated PDF), it appears here. |
| Meeting transcripts | Auto when Fathom or Fireflies is connected and a meeting is tagged to this Space |
| Strategy docs you write | Click + Doc and create a new document inline |
| Uploads | Drag files in or use the upload menu |
| Google Drive / Dropbox imports | Browse and import files from connected cloud storage |
| Mission deliverables | Auto. As subtasks finish, their deliverables show in Docs |
How the View Is Organized
Documents in the Docs view are organized as a tree. You can:
- Group documents under folders
- Drag and drop to reorganize
- Pin important documents to the top
- Star documents that matter most
The left rail shows the tree. The right pane shows the selected document.
Document Types
Docs supports multiple types:
| Type | Best for |
|---|---|
| Page | Native rich-text documents (notes, briefs, plans) |
| Branded deliverables, presentations, signed agreements | |
| Markdown | Strategy docs, READMEs, technical specs |
| External | Linked Google Drive / Dropbox files (open in source app) |
| Agent Output | Auto-generated deliverables from mission subtasks |
The right pane renders the document type appropriately: PDFs in an iframe, pages in a rich editor, external files with an "Open in source" link.
Pinning the Truth
Pin the documents that matter most to the top of the tree. The truth lives at the top of the workspace, not buried inside someone's Drive folder.
When a new hire (human or AI agent) joins the Space, they look at the pinned docs first. That is your onboarding pack.
Real-Time Updates
When an agent finishes a deliverable, it appears in Docs instantly (no refresh required). When someone edits a plan, everyone sees the new version. No "which version is this?"
Search
Search across the Docs library by title and content. Full-text search covers native pages, markdown files, and indexed PDFs.
Adding a Document
| Action | How |
|---|---|
| Create a new page | Click + Doc in the toolbar, pick Page |
| Upload a file | Drag and drop onto the canvas, or click + Doc → Upload |
| Import from Drive | + Doc → Google Drive |
| Import from Dropbox | + Doc → Dropbox |
| Link external doc | + Doc → Link |
| Ask an agent to draft one | In a chat or channel, ask an agent to write a doc. The deliverable appears here automatically. |
Document Actions
Each document has a context menu (right-click or kebab) with:
- Open full view (fullscreen)
- Rename
- Download (where applicable)
- Copy link
- Copy ID
- Move to a different folder or Space
- Delete
Documents and Brain
Documents in the Docs view are working artifacts, not memories. They are not the same as the Brain.
If you want a document to inform future work, promote the durable lesson to the right brain:
- User Brain for personal voice, preferences, and individual context
- Company Cortex for org-wide standards, protocols, moves, anti-patterns, and decisions
- Customer Brain for real customer evidence
- Agent Brain for specialist role expertise
This separation matters: Docs holds active work. Brain holds memory.