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Workflows

How SoloOS feels in a real week.

The platform is built around six everyday workflows. Each one is designed to feel quiet, fast, and finished.

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Workflow 01

Plan content for the week

Turn a single idea into a calm content rhythm — without leaving the workspace.

  1. 1Drop an idea into the Content module or quick-create panel.
  2. 2Let AI draft, repurpose, and suggest a posting cadence in your brand voice.
  3. 3Schedule across channels. Reschedule by dragging. Done.
Built into SoloOS
Workflow 02

Track finances without spreadsheets

See revenue, expenses, and what is outstanding — at a glance.

  1. 1Send invoices in seconds. Auto-link to clients and products.
  2. 2Log expenses, snap receipts, tag categories — AI fills in the rest.
  3. 3Open Revenue to see trends, due invoices, and the few numbers worth knowing.
Built into SoloOS
Workflow 03

Follow up with leads, calmly

Stop losing deals to your inbox. SoloOS knows when to nudge.

  1. 1Add a lead from anywhere with quick-create.
  2. 2Buddy suggests follow-ups when activity goes quiet.
  3. 3Convert to client and invoice — no copy-paste between tools.
Built into SoloOS
Workflow 04

Manage tasks and your day

A morning plan, a quiet day, a weekly recap. That is the rhythm.

  1. 1Open Home. See today, what is due, what is overdue.
  2. 2Snooze, complete, or convert tasks to follow-ups in one tap.
  3. 3End the week with an AI-written recap — share or archive.
Built into SoloOS
Workflow 05

Upload and extract documents

Your library that knows what you stored.

  1. 1Drop contracts, briefs, receipts into Documents.
  2. 2AI extracts dates, parties, totals, and key terms automatically.
  3. 3Find anything later with global search — across files and modules.
Built into SoloOS
Workflow 06

Use AI for summaries and actions

Cross-section intelligence — ask anything, anywhere.

  1. 1Press ⌘K. Ask: ‘What did I invoice last quarter?’
  2. 2Get a calm answer with sources from your workspace.
  3. 3One-click follow-up: ‘Draft a recap and email it to me.’
Built into SoloOS