AI dashboard
Morning brief
Calendar
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Documents
Email
Pipeline
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Finances
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Content
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Social · In development
Links and QR · In development
Seraf Browser · In development
Design · In development
Phone · In development
Procedures · In development
Inventory · In development
Manufacturing routings · In developmentThe platform
One Workspace for Seraf and your whole team.
Five plans
The Executive plan opens Serafex Workspace: Seraf and its six departments, your workspaces, your Google Workspace or Microsoft 365 tools, and each employee’s role and access. It can be chosen on its own.
Base plan, offered on its own
Platform · Space 07 of 20
Available
The Pipeline organizes the team’s work: tasks in lists, with their due date, checklist and files, and projects broken into stages, followed in columns or on a timeline.
01 · In the app
The Overdue list updates automatically: a task past its due date lands there on its own, then you move it back to a list. In Today, a checklist shows where each task stands, at a glance.
A title, a description, a folder or file from Documents, and a location: Personal, which only you see, or the team. The due date puts a reminder in the Calendar, and completing the task marks the end of the work.
A project is work broken into stages, tasks each given to one person with a date, and two ways to follow it: in columns by status, or on a timeline. Start from a template, with its stages ready, or ask Seraf to create your first project from a single sentence.
Add your own lists and columns, choose the done column, add your own fields and rules, and keep a team private when needed. Removing a team deletes no task: they stay in their author’s Personal space.
02 · Section by section
03 · Seraf in this space
Seraf can create your first project with you, from a single sentence, and walk you through the page area by area. Stages and dates are managed in the Pipeline; reminders appear in the Calendar.
04 · Your account
The Pipeline is part of the base plan. Personal cards stay private, and each team’s rights are set in the Pipeline.
Included in the Executive planSee the plan →05 · Related spaces
A task has a date, a file and sometimes an invoice. The Pipeline keeps them linked, so no one has to copy a deadline again.
PipelineTasks, projects and stages06 · Next step
Tell us how your tasks and projects are tracked today. An advisor shows you the Pipeline with your stages, your deadlines and delays that flag themselves.
Opens the “Prepare a discovery call” form · no commitment
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