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Try it on a made-up company.

A software company with its Slack, Zoom, HubSpot, Linear, Notion, GitHub and Stripe. Results arrive before anyone asks. Switch who you are and watch what changes. Every name and number here is an example.

Viewing as

Hatchling

Priya, account executiveSam, engineerLena, new hire, day one

This week
  1. Checked what Priya can open: 15 of 20 sources.
  2. Found 4 sources about this that Priya can open.
  3. Wrote 4 lines and checked each against its sources.

Brief

Acme renewal call

In your inbox at 9:41 AM, before the 2:00 PM call.

What they need

SSO. Their security team won’t sign the renewal without it.source 1

What we promised

SSO by the end of Q4. Priya said it on the September QBR call.source 2

The risk

SSO is set to ship December 8,source 4 eight days after the renewal date of November 30.source 3 If SSO slips, the renewal slips with it.

Next step

Ask Sam, who owns SSO-212, if it can ship by November 30. Bring Priya to the call.

Built from 4 sources you can open.

Sources

  1. 1Slack, #acme, October 2

    “Security won’t renew without SSO.”

    Visible to members of #acme

  2. 2Zoom, Acme QBR, September 12

    Priya: “We’ll have SSO by the end of Q4.”

    Visible to the Acme account team

  3. 3HubSpot, Acme

    Renewal date: November 30

    Visible to sales

  4. 4Linear, SSO-212

    SAML SSO. Target: December 8

    Visible to everyone at the company

  1. Checked what Priya can open: 15 of 20 sources.
  2. Found 3 sources about this that Priya can open.
  3. Wrote 4 lines and checked each against its sources.

Deal

Northwind asks for 20% off

Next to the deal in HubSpot, 10:12 AM.

The ask

20% off, to sign this month.source 1

Last two like this

Approved, with a 12-month term.source 2, source 3

Decided by

Maya, both times.source 2, source 3

Suggested reply

Offer 15% on a 12-month term.

Built from 3 sources you can open.

Sources

  1. 1Slack, #deals, October 16

    Priya: “Northwind wants 20% off to sign this month.”

    Visible to sales

  2. 2Slack, #deals, March 4

    Maya: “Approved 20% for Kestrel, on a 12-month term.”

    Visible to sales

  3. 3Slack, #deals, April 18

    Maya: “Approved 18% for Lumen. Same 12-month term.”

    Visible to sales

  1. Checked what Priya can open: 15 of 20 sources.
  2. Found 1 source about this that Priya can open.
  3. Wrote 1 line and checked it against its source.

Answer

The billing runbook

In Slack at 11:20 AM.

The runbook says

5 retries.source 1

The code says

Needs GitHub, billing/worker/retry.ts, commit 4f2a91c, visible to engineering.

Why it changed

Needs Slack, #incidents, January 14, visible to engineering.

Built from 1 source you can open.

Sources

  1. 1Notion, Billing runbook, edited October 2025

    Failed payments are retried 5 times.

    Visible to everyone at the company

  2. GitHub, billing/worker/retry.ts, commit 4f2a91c

    Hidden from Priya. Visible to engineering.

  3. Slack, #incidents, January 14

    Hidden from Priya. Visible to engineering.

  1. Checked what Priya can open: 15 of 20 sources.
  2. Found 3 sources about this that Priya can open.
  3. Wrote 4 lines and checked each against its sources.

Decision

Why we dropped the annual plan

Answered in Slack at 2:05 PM.

Decided

March 4, in #pricing.source 1

Because

38% of annual customers asked for a refund within 60 days.source 1

Instead

Quarterly plans, proposed by Maya.source 2

Since then

Refunds fell by half.source 3

Built from 3 sources you can open.

Sources

  1. 1Slack, #pricing, March 4

    Maya: “38% of annual customers asked for a refund within 60 days. We’re dropping the annual plan.”

    Visible to everyone at the company

  2. 2Notion, Q1 pricing review

    Proposal from Maya: replace the annual plan with quarterly plans.

    Visible to everyone at the company

  3. 3Stripe, June refund report

    Refunds are down 51% since March.

    Visible to finance and sales

  1. Checked what Priya can open: 15 of 20 sources.
  2. Found 4 sources about this that Priya can open.
  3. Wrote 4 lines and checked each against its sources.

Weekly recap

Week of October 13

By email, Monday at 8:00 AM.

Decided

The launch moves to November 4.source 1

Changed

Marco now owns onboarding.source 2

Slipped

SSO now ships December 8.source 3

Waiting on Maya

Northwind’s discount request.source 4

Built from 4 sources you can open.

Sources

  1. 1Slack, #launch, October 15

    “The launch moves to November 4.”

    Visible to everyone at the company

  2. 2Notion, Team page

    Onboarding: Marco, from October 14

    Visible to everyone at the company

  3. 3Linear, SSO-212

    SAML SSO. Target: December 8

    Visible to everyone at the company

  4. 4Slack, #deals, October 16

    Priya: “Northwind wants 20% off to sign this month.”

    Visible to sales

  1. Checked what Sam can open: 11 of 20 sources.
  2. Found 1 source about this that Sam can open.
  3. Wrote 1 line and checked it against its source.

Brief

Acme call

In your inbox at 9:41 AM, before the 2:00 PM call.

What they need

Needs Slack, #acme, October 2, visible to members of #acme.

What we promised

Needs Zoom, Acme QBR, September 12, visible to the Acme account team.

Where SSO stands

SSO is set to ship December 8.source 1

The risk

Needs HubSpot, Acme, visible to sales.

Next step

Needs 2 sources Sam can’t open, visible to sales and the Acme account team.

Built from 1 source you can open.

Sources

  1. 1Linear, SSO-212

    SAML SSO. Target: December 8

    Visible to everyone at the company

  2. Slack, #acme, October 2

    Hidden from Sam. Visible to members of #acme.

  3. Zoom, Acme QBR, September 12

    Hidden from Sam. Visible to the Acme account team.

  4. HubSpot, Acme

    Hidden from Sam. Visible to sales.

  1. Checked what Sam can open: 11 of 20 sources.
  2. Found nothing about this that Sam can open.
  3. Nothing to write.

Nothing you can open covers this.

The ask

Needs Slack, #deals, October 16, visible to sales.

Last two like this

Needs 2 sources Sam can’t open, visible to sales.

Decided by

Needs 2 sources Sam can’t open, visible to sales.

Suggested reply

Needs 3 sources Sam can’t open, visible to sales.

Sources

  1. Slack, #deals, October 16

    Hidden from Sam. Visible to sales.

  2. Slack, #deals, March 4

    Hidden from Sam. Visible to sales.

  3. Slack, #deals, April 18

    Hidden from Sam. Visible to sales.

  1. Checked what Sam can open: 11 of 20 sources.
  2. Found 3 sources about this that Sam can open.
  3. Wrote 3 lines and checked each against its sources.

Heads-up

The billing runbook is out of date

In Slack at 11:20 AM.

The runbook says

5 retries.source 1

The code says

3 retries since January 14. The code is newer.source 2

Why it changed

Five retries sent duplicate invoices, so Sam capped them at 3.source 3

Proposed edit to the billing runbook

Remove: Failed payments are retried 5 times.

Add: Failed payments are retried 3 times.

Drafted for Sam, who owns the runbook.

Approved by Sam. The edit is logged with its 2 sources.

Built from 3 sources you can open.

Sources

  1. 1Notion, Billing runbook, edited October 2025

    Failed payments are retried 5 times.

    Visible to everyone at the company

  2. 2GitHub, billing/worker/retry.ts, commit 4f2a91c

    MAX_RETRIES = 3, since January 14

    Visible to engineering

  3. 3Slack, #incidents, January 14

    Sam: “Capping retries at 3. Five sent duplicate invoices.”

    Visible to engineering

  1. Checked what Sam can open: 11 of 20 sources.
  2. Found 2 sources about this that Sam can open.
  3. Wrote 3 lines and checked each against its sources.

Decision

Why we dropped the annual plan

Answered in Slack at 2:05 PM.

Decided

March 4, in #pricing.source 1

Because

38% of annual customers asked for a refund within 60 days.source 1

Instead

Quarterly plans, proposed by Maya.source 2

Since then

Needs Stripe, June refund report, visible to finance and sales.

Built from 2 sources you can open.

Sources

  1. 1Slack, #pricing, March 4

    Maya: “38% of annual customers asked for a refund within 60 days. We’re dropping the annual plan.”

    Visible to everyone at the company

  2. 2Notion, Q1 pricing review

    Proposal from Maya: replace the annual plan with quarterly plans.

    Visible to everyone at the company

  3. Stripe, June refund report

    Hidden from Sam. Visible to finance and sales.

  1. Checked what Sam can open: 11 of 20 sources.
  2. Found 3 sources about this that Sam can open.
  3. Wrote 3 lines and checked each against its sources.

Weekly recap

Week of October 13

By email, Monday at 8:00 AM.

Decided

The launch moves to November 4.source 1

Changed

Marco now owns onboarding.source 2

Slipped

SSO now ships December 8.source 3

Waiting on Maya

Needs Slack, #deals, October 16, visible to sales.

Built from 3 sources you can open.

Sources

  1. 1Slack, #launch, October 15

    “The launch moves to November 4.”

    Visible to everyone at the company

  2. 2Notion, Team page

    Onboarding: Marco, from October 14

    Visible to everyone at the company

  3. 3Linear, SSO-212

    SAML SSO. Target: December 8

    Visible to everyone at the company

  4. Slack, #deals, October 16

    Hidden from Sam. Visible to sales.

  1. Checked what Lena can open: 8 of 20 sources.
  2. Found 1 source about this that Lena can open.
  3. Wrote 1 line and checked it against its source.

Brief

Acme call

In your inbox at 9:41 AM, before the 2:00 PM call.

What they need

Needs Slack, #acme, October 2, visible to members of #acme.

What we promised

Needs Zoom, Acme QBR, September 12, visible to the Acme account team.

Where SSO stands

SSO is set to ship December 8.source 1

The risk

Needs HubSpot, Acme, visible to sales.

Next step

Needs 2 sources Lena can’t open, visible to sales and the Acme account team.

Built from 1 source you can open.

Sources

  1. 1Linear, SSO-212

    SAML SSO. Target: December 8

    Visible to everyone at the company

  2. Slack, #acme, October 2

    Hidden from Lena. Visible to members of #acme.

  3. Zoom, Acme QBR, September 12

    Hidden from Lena. Visible to the Acme account team.

  4. HubSpot, Acme

    Hidden from Lena. Visible to sales.

  1. Checked what Lena can open: 8 of 20 sources.
  2. Found nothing about this that Lena can open.
  3. Nothing to write.

Nothing you can open covers this.

The ask

Needs Slack, #deals, October 16, visible to sales.

Last two like this

Needs 2 sources Lena can’t open, visible to sales.

Decided by

Needs 2 sources Lena can’t open, visible to sales.

Suggested reply

Needs 3 sources Lena can’t open, visible to sales.

Sources

  1. Slack, #deals, October 16

    Hidden from Lena. Visible to sales.

  2. Slack, #deals, March 4

    Hidden from Lena. Visible to sales.

  3. Slack, #deals, April 18

    Hidden from Lena. Visible to sales.

  1. Checked what Lena can open: 8 of 20 sources.
  2. Found 1 source about this that Lena can open.
  3. Wrote 1 line and checked it against its source.

Answer

The billing runbook

In Slack at 11:20 AM.

The runbook says

5 retries.source 1

The code says

Needs GitHub, billing/worker/retry.ts, commit 4f2a91c, visible to engineering.

Why it changed

Needs Slack, #incidents, January 14, visible to engineering.

Built from 1 source you can open.

Sources

  1. 1Notion, Billing runbook, edited October 2025

    Failed payments are retried 5 times.

    Visible to everyone at the company

  2. GitHub, billing/worker/retry.ts, commit 4f2a91c

    Hidden from Lena. Visible to engineering.

  3. Slack, #incidents, January 14

    Hidden from Lena. Visible to engineering.

  1. Checked what Lena can open: 8 of 20 sources.
  2. Found 2 sources about this that Lena can open.
  3. Wrote 3 lines and checked each against its sources.

Decision

Why we dropped the annual plan

Answered in Slack at 2:05 PM.

Decided

March 4, in #pricing.source 1

Because

38% of annual customers asked for a refund within 60 days.source 1

Instead

Quarterly plans, proposed by Maya.source 2

Since then

Needs Stripe, June refund report, visible to finance and sales.

Built from 2 sources you can open.

Sources

  1. 1Slack, #pricing, March 4

    Maya: “38% of annual customers asked for a refund within 60 days. We’re dropping the annual plan.”

    Visible to everyone at the company

  2. 2Notion, Q1 pricing review

    Proposal from Maya: replace the annual plan with quarterly plans.

    Visible to everyone at the company

  3. Stripe, June refund report

    Hidden from Lena. Visible to finance and sales.

  1. Checked what Lena can open: 8 of 20 sources.
  2. Found 3 sources about this that Lena can open.
  3. Wrote 3 lines and checked each against its sources.

Weekly recap

Week of October 13

By email, Monday at 8:00 AM.

Decided

The launch moves to November 4.source 1

Changed

Marco now owns onboarding.source 2

Slipped

SSO now ships December 8.source 3

Waiting on Maya

Needs Slack, #deals, October 16, visible to sales.

Built from 3 sources you can open.

Sources

  1. 1Slack, #launch, October 15

    “The launch moves to November 4.”

    Visible to everyone at the company

  2. 2Notion, Team page

    Onboarding: Marco, from October 14

    Visible to everyone at the company

  3. 3Linear, SSO-212

    SAML SSO. Target: December 8

    Visible to everyone at the company

  4. Slack, #deals, October 16

    Hidden from Lena. Visible to sales.