Spaces
Spaces give each team a focused workspace with exactly the tools they need. Your warehouse team sees receiving and picking tools; finance sees invoicing and payments. No clutter, no confusion.
- Show relevant tools: Each team sees only what they need
- Organize workflows: Group related actions with clear labels
- Add context: Include links to SOPs, portals, and documentation
- Control access: Invite specific members to each space
Key concepts
Actions
Actions are the tools your team uses. Customize how they appear with friendly labels (e.g., "Receive Stock" instead of createGoodsReceipt), descriptions, and default values.
Groups
Groups organize actions within a space, "Receiving", "Picking", "Stock Counts". Drag and drop to reorganize as workflows evolve.
Links
Links provide quick access to external resources, carrier portals, supplier websites, SOPs, and wikis, right in the sidebar.
Metrics
Metrics show live counts from your data, "Orders to Pick", "Low Stock Items", at a glance.
Metrics are currently in early access. Contact us if you'd like to try them out.
Members
Each space has its own member list. Invite team members by email, they'll have access to all tools in the space (subject to permission rules).
Example use cases
Warehouse operations
A space for your warehouse team might include:
| Group | Tools |
|---|---|
| Receiving | Receive goods, Create goods receipt, Record damage |
| Picking | View pick list, Confirm pick, Report shortage |
| Stock counts | Start count, Record count, Review variances |
With links to carrier tracking portals and your warehouse management SOP.
Finance and billing
A finance space could organize tools for:
| Group | Tools |
|---|---|
| Orders | List orders, View order details, Apply discount |
| Invoicing | Create invoice, List unpaid invoices, Record payment |
| Reporting | Revenue by period, Outstanding receivables |
Procurement
A procurement team space might contain:
| Group | Tools |
|---|---|
| Purchase orders | Create PO, List open POs, Approve PO |
| Suppliers | List suppliers, Add supplier, Update supplier |
| Receiving | Confirm delivery, Report discrepancy |
With links to supplier portals and procurement policies.
Next steps
- Create your first space
- Manage spaces, add tools, organize groups, invite members
- Copy spaces, promote configurations between environments