Screenshot of the AI workspace for tasks, notes and visual planning interactive demo
Screenshot of the interactive demo, on sample data

AI workspace for tasks, notes and visual planning

Reduce tool switching while keeping tasks, notes and research in one owned workspace.

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For
Small teams and independent professionals coordinating tasks, notes and web research in one place
Solves
Work is scattered across a chat assistant, a task list, a note app, a bookmark manager and a visual whiteboard, so context is lost between tools.
Delivers
A reviewed workspace of tasks, notes and research
Built in
about 4 weeks of creation time, MVP in 5 days
Investment
$13,500 for the MVP, $46,000 for the full product
Run it
Inside your business, or as part of your offer to clients
01

What it does

Reduce tool switching while keeping tasks, notes and research in one owned workspace.

  1. Answer questions and generate content from workspace context.
  2. Create, prioritize and track tasks.
  3. Capture typed or spoken notes.
  4. Save and organize bookmarks.
  5. Arrange ideas and projects on a visual canvas.
  6. Run alongside web apps through a browser sidebar.
  7. Support real-time collaboration with people and AI.
  8. Search the web and suggest next steps.
  9. Draft and brainstorm written content.
  10. Handle queries across many subjects.
  11. Return answers quickly.
  12. Keep the interface simple and consistent.
  13. Run Pomodoro focus intervals.
  14. Connect Google Calendar for scheduling.
  15. Record time spent on activities.
  16. Pull live RSS and news feeds.
  17. Add text, tables, images, webpages and PDFs as shared context.
  18. Route support questions and release notes to users.
  19. Compare the reviewed result with the recorded baseline and value assumptions.
  20. Capture corrections and named-owner approval before consequential use.
  21. Export a versioned reviewed workspace of tasks, notes and research with source references and unresolved questions.

Everything these tools do, in one app

What goes in, what comes out

What the customer puts in
  • The buyer's own task lists
  • Notes
  • Bookmarks
  • Calendar events
  • Uploaded documents

AI drafts, people review. Operational coordination portal.

What the customer gets
  • A reviewed workspace of tasks
  • Notes
  • Research
02

How it works

The workflow

  1. In
    Start with

    The buyer's own task lists, notes, bookmarks, calendar events and uploaded documents

  2. 1

    Confirm the buyer's problem and scope

  3. 2

    Collect their own task lists

  4. 3

    Notes

  5. 4

    Bookmarks

  6. 5

    Calendar events and uploaded documents

  7. 6

    Then follow this sequence: 1

  8. Out
    Finish with

    A reviewed workspace of tasks, notes and research

AI does the heavy lifting, people stay in charge

Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the three stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. One workspace per team with named members; final task priorities, note content and external messages remain human decisions. A model suggestion is never a verified fact, professional decision or authorization to act.

What your team sees

Primary screens: Workspace home, Visual canvas, Task board, Notes and bookmarks, AI assistant panel. Use a left sidebar for spaces and projects, a central canvas or list area, and a right-hand panel for AI chat, context elements and comments. Let users switch between canvas, board and note views of the same items. Display draft, in review and done states. Provide a browser sidebar view for the current page. Make the task-specific outcome a reviewed workspace of tasks, notes and research visible beside its evidence, review state and value baseline.

Accounts and administration

Workspace ownership, member roles, item versions, comment threads, approval states, usage allowances, AI query limits, export history and a rights record for supplied material. Add organization access boundaries, named reviewers, usage caps, data retention controls, export logs and explicit approval for external actions.

Integrations and data access

Buyer-owned task lists, notes, bookmarks, calendar events and uploaded documents. Cloud file storage, Google Calendar, RSS and news feeds, browser extension or sidebar and export destinations. Start with file exchange and validate destination specifications before promising direct publishing. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.

03

How we build it

We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.

  1. 1

    Scoping call

    Day 1

    Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.

  2. 2

    MVP

    5 days

    One buyer segment, one recurring use case; first modules: answer questions and generate content from workspace context; create, prioritize and track tasks. Manual review in the loop. Built by our AI software factory.

  3. 3

    Paid pilot

    6 days

    Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.

  4. 4

    Full product

    2 weeks

    Self-serve onboarding, billing, monitoring and the wider integration set.

  5. 5

    Run and improve

    Monthly

    We host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.

Why we start with an MVP

An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.

  1. Pick the riskiest assumption. Here: will small teams and independent professionals coordinating tasks, notes and web research in one place use it to solve "work is scattered across a chat assistant, a task list, a note app, a bookmark manager and a visual whiteboard, so context is lost between tools"?
  2. Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
  3. Run a paid pilot. Agree quality and outcome thresholds before the pilot using this measure: Tasks completed per week, time from question to usable answer and reduction in tools used.
  4. Measure, then decide. Track tasks completed per week and time from question to usable answer and reduction in tools used; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase. Then expand, change course or stop, with evidence instead of opinions.

MVP scope for this solution. Pilot scope: One workspace per team with named members; final task priorities, note content and external messages remain human decisions. Implement one approved input format, a bounded representative case set and the first two task modules: answer questions and generate content from workspace context; create, prioritize and track tasks. Support the third module with operator review: capture typed or spoken notes. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.

After the MVP. Once paid pilots prove usefulness, automate repeatable reviewed steps and add one verified source integration. Expand supported inputs and case volume only after new evaluation cases pass. Build reusable customer configurations and recurring value reports around a reviewed workspace of tasks, notes and research. Retain the explicit scope boundary: One workspace per team with named members; final task priorities, note content and external messages remain human decisions.

What the build depends on. File upload and preview, asynchronous AI jobs, editable version history, reviewer access and tested export formats. High-fidelity coordination requires named workspace owners and review. Obtain representative authorized cases, baseline measurements, qualified reviewers and a buyer-side decision owner. Specific limitation: One workspace per team with named members; final task priorities, note content and external messages remain human decisions.

04

Investment

A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.

  1. Phase 1

    MVP

    One buyer segment, one recurring use case; first modules: answer questions and generate content from workspace context; create, prioritize and track tasks. Manual review in the loop.

    $13,500 · about 5 days of creation time

  2. Phase 2

    Paid pilot

    Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.

    $13,500 · about 6 days of creation time

  3. Phase 3

    Full product

    Self-serve onboarding, billing, monitoring and the wider integration set.

    $19,000 · about 2 weeks of creation time

Indicative total, MVP to full product$46,000about 4 weeks of creation time · start with the MVP from $13,500

Running costs per month

A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.

StageHosting and infrastructureAI usageTotal per month
MVP and paid pilotabout 3 customers$30–$60$40–$90$70–$150
Full productabout 50 customers$110–$210$280–$560$390–$770
05

Run it or resell it

Internally

For your own team

Small teams and independent professionals coordinating tasks, notes and web research in one place run it inside the business: the buyer's own task lists, notes, bookmarks, calendar events and uploaded documents in, a reviewed workspace of tasks, notes and research out, reviewed by your people.

For your clients

As part of your offer

Agencies, consultancies and software companies can offer it to their own clients under their brand. We build and maintain it; you sell and deliver it.

Your brand, or this one

Run it under your own brand, or start from this concept style.

  • primary#275591
  • accent#c9b254
  • surface#e4eaf1
  • ink#22201e
Headings
Fraunces
Text
Inter
Voice
Practical, organised, candid
Selling it to your own clients: the go-to-market playbook

Pricing to test

Test a USD 300-1,500 fixed pilot for one defined workspace package. Offer a monthly production allowance after repeat demand. Quote complex integrations or specialist review separately. These are test prices, not market benchmarks. Package the initial sale as one bounded reviewed workspace of tasks, notes and research. Recurring fees must specify volume, review depth and integration support. For exchanges, test a disclosed coordination or successful-service fee rather than holding customer funds. Reprice only after measuring real delivery labor; platform-build cost is separate from a commercial pilot fee.

Message to test

Reduce tool switching while keeping tasks, notes and research in one owned workspace. Demonstrate a concrete reviewed workspace of tasks, notes and research using the buyer's approved example and show the baseline, corrections and actual delivery effort.

Where to find buyers

Small teams and independent professionals coordinating tasks, notes and web research in one place professional communities; specialist consultants serving this buyer; permissioned partner introductions; practical demonstrations at relevant trade or practitioner events.

Lead magnet

A reviewed sample workspace of tasks, notes and research from a small authorized input set, with a transparent calculation of tasks completed per week, time from question to usable answer and reduction in tools used and no promised savings.

The first 30 days

  1. Week 1: interview five small teams and independent professionals coordinating tasks, notes and web research in one place and inspect a recent example of work scattered across a chat assistant, a task list, a note app, a bookmark manager and a visual whiteboard, so context is lost between tools.
  2. Week 2: prepare a consented or synthetic demonstration of the three task modules.
  3. Week 3: seek one bounded paid pilot with agreed baseline and acceptance criteria.
  4. Week 4: measure tasks completed per week, time from question to usable answer and reduction in tools used, reviewer effort and repeat-purchase interest. This is a demand-validation plan, not a thirty-day full-product delivery promise.

Paid pilot

Agree quality and outcome thresholds before the pilot using this measure: Tasks completed per week, time from question to usable answer and reduction in tools used. Continue only if the buyer accepts the actual output, the intended job outcome improves without unacceptable errors, and measured delivery cost fits willingness to pay. Revise or stop if access is unavailable, qualified review cannot be provided, or apparent savings disappear after corrections and support. Use held-out cases when comparing model quality; use a properly reviewed comparison design before making causal claims. Record missing cases and negative results alongside successful outputs.

Success metrics

Tasks completed per week, time from question to usable answer and reduction in tools used; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase.

Retention and expansion

Repeat the workflow when the buyer again needs a reviewed workspace of tasks, notes and research. Retain permissioned settings and reviewed examples, report realized value honestly, and sell increased volume or adjacent approved workflows only after contribution margin and quality remain acceptable.

Why clients would pick it

A reusable library of approved workspace templates, review examples and verified operating constraints, together with reliable delivery for a narrow coordination niche. Build a permissioned library of representative task cases, reviewer corrections and verified operating constraints for small teams and independent professionals coordinating tasks, notes and web research in one place. Repeatable delivery and useful integrations matter more than access to a base model.

Alternatives and positioning

Assistant, Observely and Cove, plus separate task, note, bookmark and whiteboard apps. Compare this product with the buyer's present method on tasks completed per week, time from question to usable answer and reduction in tools used. Offer a bounded paid workflow instead of claiming broad autonomous expertise. Market uniqueness and competitor coverage are not verified.

Main delivery costs

AI query attempts, storage, reviewer hours, client revision rounds and licensed source material. Additional initial validation requires representative authorized sample preparation, buyer interviews, buyer-side evaluation and bounded validation of a reviewed workspace of tasks, notes and research. Track cost per accepted output, including correction work, unsuccessful cases and support.

06

Safeguards

Preserve source attribution, note accuracy and usage permissions. Workspace owners approve substantive changes and external sharing scope. One workspace per team with named members; final task priorities, note content and external messages remain human decisions. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.

Get this solution built

Built for you by our AI software factory, MVP in about 5 days. Tell us about your business and how you want to run it: inside your company, or as part of what you offer your clients. We reply within one working day.

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