Nine building blocks that fit together: plan in boards, write in docs, automate the handoffs and see where time goes.
Boards and views
Kanban, list, calendar and timeline views of the same work. Switch without losing context.
Docs that do things
Briefs and specs with live task lists, embeds and approvals inside them.
Automations
Plain-language rules that move cards, assign owners and send reminders.
Approvals
Multi-step approvals with SLAs, escalation and a full audit trail.
AI summaries
Long threads summarised on request, with suggested next steps you can explain.
60+ integrations
Chat, email, calendars, code, CRM, finance and files, two-way.
Workflow analytics
Cycle time, throughput and bottlenecks for every workflow, out of the box.
Enterprise security
SSO, SCIM, audit log and data residency in India on Business.
Guests and clients
Invite clients and vendors to exactly the boards they need, nothing more.
- Finalise Q3 roadmapIn progress
- Approve vendor contractReview
- Ship onboarding checklistDone
- Plan offsite agendaTo do
Kanban for the stand-up, list for the owner, calendar for the launch date and timeline for leadership. Same cards, no copying.
- Custom fields, priorities and dependencies
- Saved views per person or per team
- Recurring tasks and checklists from templates
Multi-step approvals with owners, SLAs and automatic escalation. Finance sees the request, the doc and the budget in one card.
- Parallel or sequential approvers
- Escalates after the SLA, with a reminder first
- Every decision stored in the audit log
Client says the export is failing, urgent for tomorrow’s board pack.
#accounts · 10:42Pick a trigger, add a condition, choose an action. 40 ready-made recipes cover the common ones.
- Triggers from forms, chat, email and schedules
- Conditions on any field
- Runs logged and replayable
Pricing review with Tallyfin
Agreed to move to annual billing from October. Meera to update the contract; Dev to switch the invoice template before the close.
Linked to 2 cards
Contract renewal · Invoice templateBriefs, specs and meeting notes with live task lists inside. Arclay AI tags them, links them to the work and summarises long threads on request.
- Live tasks and embeds inside docs
- AI summaries with a link to every source
- Your data is never used to train models
Operations
Requests, procurement, vendor onboarding and SLAs.
Product and engineering
Roadmaps, releases, bugs and incident reviews.
Marketing
Campaigns, content calendars and launch checklists.
Finance
Month-end close, approvals and audit preparation.
People
Hiring loops, onboarding and leave requests.
Customer success
Onboarding plans, escalations and renewals.