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Dashboard

2026-07-11 SAT · JST · Week 07/06–07/10
Memory Stream — continuously ingesting new information
COO Agent — This week's executive summary
📈MRR tracking at 84% of plan. Social Studio enterprise tier is driving growth (+6.2% WoW)
🤝+9 new tenants. LINE WORKS GA is accelerating deal creation — pipeline at ¥3.4M
⚙️Onboarding revamp working: bot first-response setup completion 41% → 67%
⚠️Hiring is behind (engineering): 2 first-round passes vs a target of 5
Ingest Status
LAST FULL SYNC 2026-07-11 09:42 JST · AUTO EVERY 10 MIN
MRR
¥4,280K
▲ +6.2% WoW · 84% vs plan
Active Tenants
128
▲ +9 this week · Churn 1.8%
Documents Indexed
12,847
▲ +214 this week · across 8 sources
AI Answers (this week)
1,203
96.4% answered with sources
Live alerts — anomaly engine

AI watches MRR, churn, usage & hiring against your thresholds and pushes the moment something moves.

Knowledge gaps — what to document next

Questions people ask that the AI can't answer well yet — ranked by frequency. Close a gap and the AI gets smarter.

Market & competitor watch

External signals summarized weekly — competitors, category news, regulation.

Decision Log — recent
07/08DecidedSocial Studio enterprise price change ships in September
07/08DecidedRoll out new onboarding flow to all tenants
07/03ProdLINE WORKS integration promoted to GA
06/30HREngineering hiring: signed 2 additional agencies
Top questions to Workdesk AI
142What are this quarter's priorities?
98How is MRR tracking?
76How is the onboarding revamp going?
51How is hiring going?

Agents

Five agents, working from day one.

Connectors

Connect once — ingestion is automatic. Source permissions are always respected.
✉ Compose to a platformSend a message straight from Workdesk through the platform's official API.
Messages
✨ Share any document, task, report or AI answer straight into a thread — Workdesk AI attaches a summary automatically. DMs respect the same permission scopes.
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Meetings

Calendar-linked · minutes & decisions auto-attached · AI generates pre-meeting briefs
AI briefs are ready for 3 meetings next week. Each brief lands in LINE WORKS 30 minutes before the meeting.
Upcoming
Live meeting — record & auto-minute
Records in-app or ingests your Meet / Zoom transcript, then writes minutes and extracts tasks automatically.
1:1 prep briefs
Past meetings — minutes linked

Decisions & Tasks

AI-extracted from meetings, Slack and LINE WORKS · owners and due dates tracked
Decision Log
07/08DecidedEnterprise price change ships in September
07/08DecidedNew flow rolls out to all tenants
07/03ProdLINE WORKS integration to GA
06/30HRAdded 2 hiring agencies
About AI extraction

AI extracts "who does what by when" from minutes and chat threads. Tap 📎 on any task to open its source. If something is off, fix it inline with the status control.

Goals

Company OKRs FY26 H2 · AI reviews progress nightly at 02:00 and flags risk
1 on track1 at risk1 behind LAST AI REVIEW 02:00 JST · LINKED TO 8 TASKS / 12 DOCS

Approvals

Ringi, reinvented — AI drafts the request, routing follows your permission map
1 request is waiting on you · average approval time this quarter: 6.2 h

Contracts

AI-extracted from Drive & Gmail · parties, value and renewal terms · alerts 60 days out
12 contracts tracked2 need attention¥18.4M annual value EXTRACTED BY INGEST ENGINE · RE-SCANNED DAILY

Finance

Live from Stripe · freee · Money Forward — MRR, ARR, burn & runway · updated 09:41 JST
MRR — last 12 months
Aug '25¥4,280K now
Accounting connectors
Stripe

Subscriptions, MRR, churn · live

● CONNECTED
freee 会計

P&L, cash, invoices · syncs nightly

● CONNECTED
Money Forward クラウド

Bank balances, expenses

Workdesk AI reads these read-only to answer finance questions with citations and to power alerts. Numbers never leave your data-residency boundary.

Pipeline

Deals auto-synced from Slack, email & meetings · AI suggests the next step for each
¥3.4M weighted pipeline14 open deals3 won this week AI NEXT-STEP ENGINE · UPDATED 09:41

Projects

Cross-team initiatives above the task line · AI rolls up status from linked tasks nightly
2 on track1 at risk4 initiatives ROLLED UP FROM 8 TASKS · 12 DOCS

Compliance calendar

Japan-specific deadlines — tax, 法定調書, Privacy Mark, licenses · AI briefs you 30 days out
2 due within 30 days9 tracked this year JST · AUTO-REMINDERS ON

Reports

Generated and delivered by the COO Agent every Monday, 9:00 JST
Archive

Team

6 members · permissions auto-synced from Slack / Drive / LINE WORKS
Permission sync: healthy · last sync 09:42 JST · no per-user setup needed in Workdesk

Business Doc Scanner

A built-in scanner for the whole company — capture or upload business cards, documents, receipts, invoices & IDs. AI reads the details instantly, no sign-in needed.
Scan a business card Use your camera, or upload a photo / PDF
Saved

Settings

Models · data residency · delivery · audit log
Document sharing — default for scanned files
Business cards & documents you scan default to this. Private keeps a file to you; Share with company makes it visible to everyone in the workspace. You can still change any single scan when you save it.
AI Model
Data Residency — where your files live
Storage provider
Your server & credentials
What to store on your server
Files & documentsUploaded files, scans, embeddings & the search index
Connectors & credentialsOAuth tokens & connector configuration
Conversations & messagesChat, call transcripts & AI conversations

Only the categories you toggle on are written to your own storage — encrypted with your keys. ai-sns.io keeps only encrypted pointers & the permission map, never the contents. Owners & admins only.

Automations — plain-language rules, run by AI
MRR < 90% of plan

Alert leadership + open a review task · ran 2×

New enterprise deal ≥ ¥300K

Brief me in Messages with account context · ran 3×

Contract expiring < 60 days

Draft renewal email + notify the owner · ran 1×

Meeting ends

Extract decisions & tasks automatically · ran 47×

Tenant usage −30% WoW

Create a CS follow-up task · ran 1× (Beta Trading)

Identity & access — SSO / SCIM (Enterprise)
SAML single sign-on

Okta · Microsoft Entra ID · Google Workspace

● OKTA
SCIM user provisioning

Auto create / deprovision from your IdP

Enforce SSO for all members

Block password login once enabled

Session policy

Re-auth every 12 h · IP allowlist available

New-hire onboarding brain

New team members ask the AI to ramp — it teaches them the company from the same knowledge base, scoped to their permissions. No more interrupting the team with "where do I find…".

Auto-generate a starter path for new hires

Role-based reading list + 10 orientation Q&As

Data & Privacy
Exclude personal DMs

1:1 direct messages are never ingested

Exclude "Confidential" labels

Confidential labels in Drive / Notion are respected

Use data for model training

Your data is never used to train models

Always off · not configurable
Weekly report delivery — Mondays 9:00 JST
LINE WORKS

Delivered to the leadership talk room

Email

nick@freeborn.co.jp and 2 others

Slack

Delivered to the #leadership channel

Audit Log
09:42 TodayIngest engine completed sync across 8 sources
09:02 TodayStorage mode set to BYOS — Amazon S3 (ap-northeast-1)
09:12 TodayNick viewed "Budget vs Actuals 2026/06"
08:55 TodayM. Sato updated "Submit Acme bundle quote"
07/10 18:03D. Takahashi invited with Marketing scope
07/10 09:00COO Agent delivered the weekly report
07/09 14:41Answer model switched to Claude
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