Preparing your workspace…
Preparing your workspace…
For agencies & studios
Each client gets its own workspace with its own memory, tasks, meetings and contacts. The AI apps your team already uses read the right client every time, and one client's notes never turn up in another's.
Free 14-day trial — no card. About five minutes to set up.
§1 · The problem
| Without GreatArrow.ai | With it |
|---|---|
| Re-brief ChatGPT on the client before every task, then do it again in Claude. | Every AI app you connect reads that client's workspace. |
| Check the board, the inbox and last week's call notes to write one status update. | Today lists what is late and who is waiting, client by client. |
| A client asks "where are we?" and you build a slide. | Invite them to a client page that shows their goals and progress. |
| Notes from one account drift into a chat about another account. | Each workspace keeps its memory to itself unless you share it. |
§2 · How it fits
Room 01
Your morning brief across every client.
Room 02
A board that sorts itself.
Room 03
Clients, leads and the follow-ups that are due.
Room 04
Every call, filed under the client it belongs to.
§3 · Sharing with clients
Sharing is per workspace. A client you invite sees that one workspace and never learns your other clients exist.
01
Invite a client to their workspace as a viewer. Their page shows the goals and progress for that project, built from the live workspace.
02
Publish a password-protected page from a workspace: a frozen snapshot you approve, so a prospect reads exactly what you chose.
03
Send a link and the client picks a time that is free on your calendar. The meeting lands in the right workspace.
§4 · Questions
No. Each client lives in its own workspace, and a client you invite can read only the workspace you invited them to. Memories, tasks, meetings and contacts stay inside their workspace unless you choose to share them.
Personal includes up to 10 workspaces and Pro up to 50. Enterprise has no workspace limit.
No. GreatArrow.ai works inside 20 AI apps, including Claude, ChatGPT, Gemini and Cursor. Each person connects the apps they already use, and every one of them reads the same client memory.
40 tools, including Slack, Notion, HubSpot, Salesforce, Asana, Linear, Figma, Zoom and QuickBooks Online. Each tool syncs into the workspace you place it in.
AI agents that run multi-step work, and scheduled runs, are on Pro ($119 a month) and Enterprise. Personal ($39 a month) includes the shared memory, every integration, the morning brief and Ask AI.
Start a free 14-day trial with no card. Setup takes about five minutes: connect the tools you already use, and add GreatArrow.ai to the AI apps you already work in. When the trial ends, pick a plan; nothing you saved is deleted.
Free 14-day trial — no card