Matilda Workspace
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Matilda Workspace

Plan, write, sell, and ship together with AI, tasks, docs, and chat in one place
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Open Matilda and start working, not configuring. Create a space for your team, drop in a doc, and watch everyone type together with live cursors. Turn any page into a plan: press / to add a task list, convert it to a board, or switch to a timeline. Assign an owner, set a due date, and link related docs so nothing gets lost. Connect calendars to auto-plan your day—Matilda maps availability, suggests meeting times, and slots focused work between commitments. When plans change, updates roll through every linked view, and the right people get notified.

For content and marketing, build a repeatable pipeline in minutes. Start with a brief template, then spin up a brand Copilot by feeding it your tone, glossary, and sample assets. Ask it to outline a blog, draft captions, or translate a landing page while you edit in place. Track each piece through stages like Idea, Draft, Review, and Ready using a table that can flip to a Kanban, calendar, or gallery for final assets. Pin feedback as comments tied to a specific sentence or image; approvals record who signed off and when. Keep a publishing calendar next to performance notes—import metrics from your sources and let Copilot suggest headlines or summaries based on what’s worked.

Sales and success teams can manage relationships without bouncing between tools. Capture leads via forms or imports, auto-enrich them, and organize a pipeline with weighted forecasts. Log emails by BCC, add call notes, and keep every interaction on a single timeline. Matilda nudges you with follow-up tasks, SLA reminders, and meeting recaps generated from your notes. Built-in messaging lives beside each deal or account, so decisions stay attached to the work item. When a deal closes, hand off to onboarding with one click—tasks, docs, and context transfer instantly, and Copilot drafts the welcome plan with milestones tailored to the customer’s goals.

Product and engineering teams can run sprints and specs in one place. Import issues or requests, groom the backlog with priority and effort fields, and create automations (when a ticket moves to In Review, notify #release). Write PRDs with embedded tables for risks and success metrics; link decisions back to the related tasks to preserve rationale. Build a specialized Copilot that knows your codebase docs and style guide to draft PRD sections, propose test cases, or suggest SQL for analytics. Use cross-project search to find any task, doc, or conversation. Data you import from sheets, trackers, or CRMs is available across views, so the same record can appear in a board, list, or calendar without duplication.

Review Summary

Features

  • - Live co-authoring in docs with comments, mentions, and version history
  • - Tasks, docs, and messaging combined in a single workspace
  • - Auto day planner and availability-based meeting suggestions
  • - Flexible tables with list, board, timeline, calendar, and gallery views
  • - Import/sync data from spreadsheets and external tools
  • - Item-linked chat threads and decision logs
  • - Lead and account tracking with email logging and follow-up nudges
  • - Custom Copilots with scoped knowledge, skills, and guardrails
  • - Templates for briefs, PRDs, pipelines, and sprints
  • - Automations, notifications, and role-based permissions

How It’s Used

  • - Plan a campaign: brief template, Copilot outlines, approvals, and publish calendar
  • - Run an editorial pipeline: idea intake to review to publish with performance notes
  • - Manage a sales funnel: leads, stages, email logs, reminders, and handoffs
  • - Onboard customers: milestone plan, shared tasks, and status updates
  • - Sprint planning: backlog grooming, estimates, automations, and reviews
  • - Write product specs: PRDs with linked tasks, risks, metrics, and decisions
  • - Research hub: import references, summarize with Copilot, tag insights
  • - Event planning: budget table, vendor tasks, schedule view, and attendee comms
  • - Personal focus: My Day view with auto-scheduled work blocks and priorities

Plans & Pricing

Free

Free

Collaborative Workspace Projects Docs Meetings (coming soon) Real-Time Chat 1,000,000 Contacts Docs Projects Tables Chat Customers

Pro

$7.99 per month

AI Powered Auto Schedule Unlimited Pages for Teams Custom Fields Team Management Milestone Timeline Docs Projects Tables Chat Customers Copilot

Plus

$14.99 per month

AI Powered Auto Schedule Private Teamspaces Advanced Security & Controls First-in-line 24/7 Priority Support Omni-Channel Marketing Docs Projects Tables Chat Customers Copilot

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