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Everything around a project

Tasks, chat, email, docs, processes and AI, all tied to the project they belong to.

A home for every project, and all of its context.

  • Tasks
  • Email
  • Chat
  • Docs
  • Processes
  • Files
  • People

Patch

AI that knows the whole project.

Patch is the built-in AI. It sees what you can see in a project, so it can answer, draft and flag. You decide what happens.

Patch notices.
You decide.

Patch reads across the project and flags what a checklist would miss. Nothing changes until a person approves.

Agents take tasks.

Assign work to an agent like Brief writer. A person stays PM.

Build your own skills.

Describe what you need and Patch drafts it with you.

Tasks

People and agents, one task list

Give each task to a teammate or an AI agent. A person is project manager on every project.

Chat and email

Email and chat, one thread

Client email shows up in the project thread, next to your team's replies.

Grok Bots

Bring your Grok Bots onto the team. Beta

Add them like any teammate. Chat with them, assign them tasks, and hand off computer work.

  • Add as many bots as your team needs
  • Assign tasks directly or just ask in chat
  • Hand off computer work: forms, portals, uploads

Client portal

A portal for clients and contractors

Invite them to a project. They sign in with an email code to see the pages, chat and files you share. They only see what you share with their group.

  • Per project, as a client or a contractor
  • Share a chat thread or a folder with Clients or Contractors
  • Client only and Contractor only blocks
  • Pause a group anytime

Processes

Centralized process management.

Build a process like invoicing once and use it in any template. Or drop one into a project anytime, like a change order.

Docs

Project docs, nested and shareable

Write in a block editor, with pages inside pages. Share any as a read-only link, with a password if you want.