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A little guidance. A clearer workflow.

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Find practical steps for workspace settings, client profiles, Content Studio, videos, and tasks.

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13 guides

Getting started2 min

Find your way around folders

Keep videos and their tasks together, with a clear place for every project.

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Videos2 min

Upload a video to the right place

Choose a destination, follow upload progress, and understand what happens next.

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Tasks3 min

Plan work with the task board

See what needs doing, who owns it, and what is ready for the next step.

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Tasks2 min

Keep feedback and task updates clear

Use the linked video for review context and task updates to coordinate the work.

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Workspace settings2 min

Choose which workspace emails are sent

Understand comment, assignment, task-update, and upload-ready notifications.

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Workspace settings3 min

Set up your workspace and team

Manage the workspace name, members, billing, and branded address.

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Clients3 min

Keep client details, logos, and notes together

Use a client profile for contact information and context alongside its folders.

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Workspace settings3 min

Choose what happens after video uploads

Set automatic transcription and task creation without changing source-library processing.

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Workspace settings3 min

Connect OpenRouter and set spending limits

The workspace owner connects funding; teammates choose compatible models directly in chat.

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Content Studio3 min

Choose a model and chat with your sources

Search compatible models in chat and keep each conversation’s sources and model choice.

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Content Studio3 min

Upload and select source versions

Understand ready text, replacements, retries, and current document limitations.

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Workspace settings3 min

Manage outbound webhooks

Enable workspace events and inspect delivery through the configured webhook service.

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Workspace settings3 min

Download workspace data

Prepare an owner-only JSON export and understand what it includes.

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