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Intro to SynergyOS

SynergyOS is a unified platform for knowledge work.
It brings together your files, emails, calendar, tasks, notes, chats, and more — all in one place, all sharing the same folder structure, permissions, metadata, and search.

Instead of jumping between disconnected apps, SynergyOS gives your team a single, structured environment designed for clarity, collaboration, and control.

Intro

All SynergyOS apps — default, optional, or third-party — run on the same shared foundation: a unified folder structure, shared metadata, consistent permissions, versioning, and activity history.

✅ What You Can Do in SynergyOS​

  • Organize all your work — files, emails, chats, tasks, notes — in one shared folder system
  • Collaborate in real time with chat, co-authoring, and version control
  • Use metadata, tags, and custom item types to structure your information
  • Search across everything instantly — files, contacts, emails, and more
  • Manage access and permissions centrally with full audit history
  • Extend the platform with optional apps and third-party integrations

🧱 Core Concepts​

SynergyOS is built on a consistent foundation used across all apps:

  • Unified Folder Structure – Everything — files, emails, chats, notes, tasks — lives in the same hierarchy.
  • Permissions & Sharing – One permission model governs everything. Inherited, auditable, flexible.
  • Metadata & Tags – Structure your work with metadata fields and tags. Filter, search, and categorize.
  • Version Control – Track every change. Compare and restore previous versions.
  • Activity & Commits – Every action is logged. Know who did what, and when.

Want technical details? See the Admin Guide in the Admin Guide.

🧭 One System, Many Apps​

In SynergyOS, all apps share the same folder tree. That means:

  • The left pane stays consistent across all apps — Drive, Email, Tasks, Notes, and more
  • Each app filters what you see, but the folder you're in stays the same
  • Permissions, tags, metadata, and audit history all apply across apps, not just one

You never move data across tools — you just switch views.

🧰 Built-in Apps​

These core applications come with every SynergyOS workspace:

  • 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:

  • Collections – CRM-like views of folders or items grouped by type (e.g. projects, contracts), ith filters and custom metadata — across folders
  • Workflow Automation – Automate repetitive tasks and 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