UDAY
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ONE PLACE. SHARED POSSIBILITIES.

Workspaces for your team and its Agents

Bring your people, company knowledge, and agents together. Find answers, review the sources, and move work forward.

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Your team stays in the picture.
ATeam handover
MMayaJust now

What needs our attention today?

Operations partnerAgent
Checked the team’s sources

The handover is almost ready. The delivery checklist still needs a final review.1

Team handover notes1
Create a follow-up task?
Review the delivery checklist
JJamie
Example workspaceFrom a question to a next step.
People + knowledge + agents

A little less scattered.
A lot more together.

01A SHARED WORKSPACE

Keep the work
together.

Give your team a shared place for conversations, files, and next steps.

Pick up the conversation. Keep the context close. Know what happens next.

Team handover

Everyone on the same page.
MJ
ConversationsTasks 3Files
Example shared project tasks
TaskOwner
Review the delivery checklistLinked to the team conversation
JJamie
Share the handover notesCompleted
MMaya
Prepare the team summaryLinked to the team conversation
AAlex
A conversation behind every next step.
EXAMPLE WORKSPACE
02BUILT AROUND YOUR TEAM

Good work starts
with the right context.

Operations partnerYour team’s agent
Instructions
Find what needs attention.
Link to the sources.
Suggest the next step.
Team knowledgeConnected
YOUR AGENTS

Give each agent a job.

Choose its instructions, knowledge, and tools.

Company documentsThe details you need.
Team conversationsThe context behind the work.
Shared project filesReady when your team needs them.
Connected to your team’s agent
YOUR KNOWLEDGE

Find answers in your team’s knowledge.

Bring relevant information into the conversation.

ANSWER WITH CONTEXT

The handover is ready for review.1

Team handover notes1

“The checklist is complete. Jamie will review it before we share it with the team.”

See the original context.
CLEAR SOURCES

See where an answer came from.

Open the sources and check the details.

PROPOSED NEXT STEP

Review the delivery checklist

From Team handover
Assigned toJJamie
Ready for your review
SHARED NEXT STEPS

Give the next step an owner.

Turn proposed work into a task your team can review.

03FOR EVERYDAY WORK

Make room for the
work that matters.

Preparing a team handover

Keep the handover moving.

Find the missing context, spot the hold-up, and give the follow-up an owner.

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Team handoverExample
J

What is holding up this handover?

Operations partnerAgent

The checklist is complete. The final review is still open, so the team is waiting to share the handover.1, 2

Handover notes1Delivery checklist2
Suggested follow-up

Review the delivery checklist

JJamieFor review
Your team’s workspaceAccess and review
Who can access this work?Team members
Source material Available to review

I’ve proposed the next step.
Ready when you are.

Your review comes next
EXAMPLE WORKSPACE
04PEOPLE IN CONTROL

You decide what
happens next.

Check the sources, review proposed work, and choose who can access your team’s information.

Sources you can inspect Proposed work you can review Access your team can manage
05A FEW MORE THINGS

Good questions.
Simple answers.

See how your team
could work in UDAY.

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People, knowledge, and agents. Together.