Work on one notebook together
Invite a colleague or a client, discuss in comments and keep one current version of the result.
Roman runs a design studio of four people. The logo job for a bakery went the usual way: three options, revisions, more revisions. Messages with the client went through a messenger, files flew around by email, and the designer heard about decisions from Roman, a day late.
In the third week the client wrote: “But we agreed on green.” Roman reread the chat. There was not a word about green in it.
One notebook for three people
Now every job has a notebook, and the client is in it from day one. She sees the options where the designer posts them and writes remarks right under the picture. The designer reads them himself, not through Roman.
The argument about green cannot happen any more: what was decided is written in a note with a date.
Outsiders, for a minute
The client’s accountant saw the estimate through a link, without creating an account. The printer received the final files the same way. Neither of them saw the working discussions or the drafts.
When the job was closed, Roman revoked the links. It took less time than writing this sentence.
Trust you can check
The client once asked who had changed the font in the latest version. Roman opened the document history: the designer, Tuesday, 16:40, with a comment. The question closed without anyone taking offence.
The team did not start working faster. It stopped spending time on working out who said what.
How it works, step by step
Share a note or a whole notebookDiscuss in comments, not in another chatSend a link to someone without an accountBring the shared document to a finish togetherTake access back when the project endsShare a note or a whole notebook
Click “Share” and enter the person’s email. Pick a role: view, edit or manage. Roman, who runs a design studio, opened the notebook “Logo for the bakery” to the client for viewing and to his designer for editing.
Access to a notebook covers every note in it, including new ones. If you want to show one note rather than the whole project, share just that note.
Discuss in comments, not in another chat
Every note has comments. Write @Roman and he gets a notification. The client writes under the third logo option: “This one, but with thicker letters.” The designer replies in the same thread and attaches the corrected file.
When the question is settled, move the outcome into the note text. The comments stay as history, and the note holds the current agreement.
Send a link to someone without an account
A public link opens a note read-only, with no sign-in. Roman sends one to the client’s accountant so she can see the estimate. She cannot make changes.
The link can be revoked at any moment. After that the old address stops opening, and the note stays with you.
Bring the shared document to a finish together
A project notebook has a result document: a brief, a specification, a plan. Participants edit it together, and the document has one current version. Roman enters what he agreed with the client, the designer adds technical requirements for the files.
Version history shows who changed what and when. If an edit turned out to be wrong, restore the previous version without a round of “who touched this”.
Take access back when the project ends
The access settings show everyone the notebook is open to and their roles. Remove a person and they stop seeing the notes at once. That is how Roman closes projects: the client has received the files, access to the working notebook is withdrawn.
If someone leaves the team, give the “manage” role to another participant. The notes stay in the notebook instead of leaving with the person.
Where to go next
A product team: from eight interviews to a spec that remembers whyStart with one notebook.
The Personal plan is free: notes, files and search. AI and shared notebooks can be added later, when a project needs them.
Create account