Let’s make room for your work.
Start with what you do. Leave with a workspace you can shape.
Business example · scripted demonstration. See Neo for Finance · Try the workspace builder
From a conversation to something you can use.
A board, useful columns, the right stages and a customer update. Follow the example as Neo turns an everyday request into organized work.
- Start with your business, not a preset process
- See the fields and options take shape
- Keep drafts ready for your review
Illustrative activity, not live tool execution. Try the editable workspace builder below.
neo▸create_board{ name: "Orders" }example boardneo▸add_columns{ customer, owner, due_date, stage }4 columnsneo▸set_options{ stage: ["Design", "Production", "Ready"] }3 stagesneo▸read_record{ order: "Oak dining table" }delivery readyneo▸draft_email{ customer: "Alex", intent: "delivery" }review requiredThe work changes. The experience stays familiar.
Example results for an orders workspace. The Finance pack keeps its own specialist tools and demonstrations.
Shape a board around your work
Describe the work you track. Start with the columns your team actually needs.
Give every stage a name
Your process, in your own words. Turn handoffs into clear dropdown options.
Turn a brief into useful details
Review important requirements together, without digging through the document again.
Keep customers in the loop
Draft an update with the order context already attached. Review it before sending.
Hi Alex — your table is ready for delivery. Would Thursday morning work for you?
Keep the next step visible
Customer, owner, stage and follow-up belong together on the record.
See what needs your attention
Ask about outstanding work and use the answer to decide what happens next.
A clearer working day.
Explore the example while you describe your business.
⋯
⋯
⋯
⋯
⋯
Made around the work you do.
Your role, your team, your priorities.
A board for your everyday work.
The details and next steps that keep it moving.
Interactive example. Your answers create a separate starting board.