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Intro to SynergyOS

SynergyOS is a unified platform for knowledge work.

Tired of switching between disconnected tools just to get work done? SynergyOS brings together your information - files, emails, calendar, tasks, notes, chats, and more — all in one place, all sharing the same consistent foundation: unified folder structure, permissions, metadata, collaboration, version control, and search.

The SynergyOS workspace: All your work, one system

Learn it once, use everywhere: SynergyOS apps share one consistent structure, eliminating confusion and saving you valuable time.

✅ Benefits for End-Users​

SynergyOS significantly improves productivity by addressing common frustrations in knowledge work. With SynergyOS, you can:

  • Quickly browse, organize, and find all your information
  • Collaborate securely and efficiently, and never lose work
  • Add new tools or AI capabilities without breaking your existing workflows.

These core problems and solutions shaped the design of SynergyOS — they’re the foundation for every feature in the platform:

Organize Everything under the same Folder Structure​

❌ Problem: Chaotic Data and Document Management
✅ Solution: Unified Data & Folder Structure – Bring clarity and eliminate data silos by organizing all your files, emails, chats, notes, tasks, and more into a single platform and under a consistent folder structure.

Collaborate with Version Control and Co-Authoring​

❌ Problem: Inefficient Collaboration Leading to Lost or Overwritten Work
✅ Solution: Version Control, Co-Authoring, Activity – Collaborate effortlessly, track every change, compare different versions, and never lose critical work again. Every action is logged, giving you complete visibility.

Find Anything with Search & Metadata​

❌ Problem: Difficulty Locating and Organizing Information
✅ Solution: Search, Metadata & Tags – Instantly find any information and efficiently organize your content using customizable metadata fields and intuitive tagging.

Control Access with Unified Permissions​

❌ Problem: Uncontrolled and Insecure Collaboration
✅ Solution: Permissions & Sharing – Ensure secure collaboration with a unified permission model. Simple to manage, highly flexible, and fully auditable, so you always maintain control.

Integrate AI, Customize and Extend​

❌ Problem: Rigid and Difficult-to-Integrate Systems
✅ Solution: Extensible Platform – Easily expand your workspace by adding powerful AI models, new item types, optional apps, and third-party integrations, adapting to your evolving needs.

Read the benefits for For Decision Makers, Admins & IT Departments in our Admin Guide.

🧰 Default Apps​

SynergyOS comes with the essential apps built in — so you can start working immediately, without setup or configuration:

  • Drive – Browse all item types — files, notes, tasks, emails, and more — inside a unified folder system with metadata and versioning.
  • Email – Save emails into shared folders, breaking traditional inbox silos.
  • Calendar – Manage events and shared availability.
  • Notes – Rich text notes organized in folders and linked to contacts or companies for CRM workflows.
  • Tasks – Task manager with priorities, due dates, and assignments.
  • Chat – Real-time and async messaging, organized by folder context.
  • Directory – Track users, contacts, and organizations; link them to emails, tasks, and notes for CRM use cases.
  • Search – Search instantly across all your data: files, emails, contacts, notes, and more.

🧩 Optional & Third-Party Apps​

Extend the platform with popular integrations:

  • Collections – CRM-like views of folders or items grouped by type (e.g. projects, contracts), with filters and custom metadata
  • Workflow Automation – Automate repetitive tasks and create business rules
  • [Office Co-authoring] – Edit Word, Excel, and PowerPoint files in real time
  • Integrations – Use AI, connect with external apps, or plug into your IT systems