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Documents

Documents keeps every versioned Document, deck or sheet, generated from records and rendered to the web, PDF, slides or spreadsheets.

Documents keeps every versioned Document, deck and sheet, generated from live records and rendered to the web, PDF, slides or spreadsheets. A deck rebuilt tomorrow shows tomorrow’s numbers.

Summary

PartThis System
GroupMoves to Code
StatusBeta: it works, and its Verbs may still change
ShelfSilent: it runs without being asked

You can ask:

  • “Make an investor update from this month’s numbers”
  • “Turn this into a PDF”
  • “Generate a proposal from the quote”

What you get

PartThis System
StartsOn for every Startup at creation, with nothing to install.
Built fromDatabase, Functions, AI gateway, Storage

Nouns it owns

NounDefinition
DocumentA Document is structured, versioned material in one of three forms, a document, a deck, or a sheet, rendered to any format.

Verbs

VerbObjectApprovalEvent
Document.createDocumentNoneDocument.created
Document.renderDocumentNoneDocument.rendered

Events

DirectionEventHow
EmitsDocument.createdBy Document.create
EmitsDocument.renderedBy Document.render

States

None.

Who operates it

PartThis System
AccountableProduct Lead
TeamProduct Team
SeatA role agent holds it until a Human is seated.
Autonomysupervised
Also calls its VerbsReliability Engineer, Sales Engineer, Legal Lead, Compliance Officer, Privacy Officer, Contracts Manager

Approvals and limits

VerbRuleDetail
Document.renderMandate draft for the Contracts ManagerRenders Agreements from the Startup’s Templates without asking.

Processes that use it

Rail underneath

None.

Views and dashboards

ViewShowsMetrics
The Product Lead’s viewThe Metrics its accountable Role answers for.Activation rate, Must-have share, Active calling keys, Declared Verb attempts, Time to first call

Access

What each Access level may call here.

Access levelMay call
ownerEvery Verb (6)
adminEvery Verb (6)
memberEvery Verb (6)
viewerRead only (2 of 6)

Import and export

None.

Fees and pricing

None.

Availability and limits

PartThis System
StatusBeta: it works, and its Verbs may still change

Compliance notes

Controls it carries:

None.

Example

A Dataset API for commercial rents sends investors a quarterly update. Documents generates the deck from Reports and the Ledger, renders a PDF for email and slides for the meeting, and keeps each quarter’s Version.