Search · Tasks · Flows · Boards

Know where things stand.
Move the work forward.

Surfboard searches the tools where work happens, assembles the current picture, and prepares the next step. You can see where every answer came from and stay in control of every action.

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One question across Salesforce, Zendesk, and Gong.

One customer call. The next step is ready for review.

01 · Search + Tasks

Ask once. Get the whole picture and the next step.

Search should not end with ten tabs. Surfboard finds the relevant work across your tools, explains what it found, and carries that context into something useful.

Search

Find anything, without remembering where it lives.

Ask in plain language. Surfboard checks the connected systems where the work happened and brings back one grounded answer.

  • Search every connected source in one pass
  • Keep evidence beside each claim
  • Open the exact thread, record, or file

Tasks

Turn the answer into finished work.

Move from context to a useful output: a reply, brief, report, document, slide deck, or spreadsheet prepared from the real source material.

  • Draft with the full context already in place
  • Review before anything leaves Surfboard
  • Keep the result tied to its sources

02 · Flows

Set recurring work in motion.

Flows

Describe the routine once.

Run multi-step work on demand or on a schedule. Every run follows the instructions you set and leaves a clear history behind.

  • Combine research, analysis, and drafting
  • Run now or on a recurring schedule
  • Review every step and every past run

Flow in progress

Every Friday · 3:30 PM

Stakeholder update

Review the work, explain what changed, and prepare the update without publishing it.

Completed

Review Linear and GitHub

12 changes found

Completed

Check Slack decisions

3 threads included

3

Draft the stakeholder update

Ready for review

Current
4

Share after approval

Waiting on you

Draft saved in Drive · every run stays in the history

03 · Boards + Projects

See where things stand without rebuilding the view.

Boards keep a repeated answer current. Projects keep the decisions and people around that answer in view as the work moves.

Board · current through 8:04 AM

Atlas launch

78%

Milestones

2

Open checks

Fri

Target

API migration

Merged yesterday

Complete

Billing QA

4 of 6 checks

In progress

Legal review

No update since Tuesday

Needs owner

Boards

Keep the answer current.

Turn a repeated question into a living view of the work: the latest numbers, changes, blockers, and decisions in one place.

  • Bring cross-tool signals into one view
  • See what changed since the last update
  • Share a current picture with the team

Projects

Give the work a home.

Keep the timeline, decisions, key people, open questions, and next steps together as an initiative moves.

  • Assemble the brief from real activity
  • Keep decisions and open questions visible
  • Follow the work as the details change

Project brief

refreshed 8m ago

Project Atlas

The timeline, decisions, people, and open questions gathered around the work itself.

Last decision

Friday stays the target

Open question

Who owns legal sign-off?

Next checkpoint

Launch review · Thu 2:00

04 · Connectors

Your tools are already part of the picture.

Connect the systems where the work already happens. Surfboard can search across them, keep the source beside the answer, and prepare the next step for you to review.

Gmail

Search emails, threads, drafts, and attachments.

Slack

Search channels, DMs, files, and messages across workspaces.

Google Calendar & Tasks

Check events, availability, task lists, and due work.

Google Drive

Search Docs, Sheets, Slides, files, comments, and permissions.

OneDrive & SharePoint

Search files, SharePoint sites, and document libraries.

Notion

Search pages, databases, and workspace content.

Airtable

Read bases, tables, records, and views.

Linear

Track issues, projects, cycles, and team workloads.

AppFolio

Review properties, leases, financials, and work orders.

HubSpot

Review contacts, deals, companies, and engagement history.

GitHub

Track pull requests, issues, commits, and reviews across repos.

Granola

Bring meeting notes and transcripts into briefs and follow-ups.

Looking for something else? Connectors are added regularly - and if your team needs one that is missing, we build new connectors with our design partners.

05 · Control

You stay in control.

Connect only what you choose. Review proposed actions before they happen. Keep a clear history of what Surfboard did.

Visit the Trust Center

01

Choose the access

Sign in directly with each service and connect only the sources you want Surfboard to use.

02

Approve the action

Review proposed writes before Surfboard sends, posts, creates, or updates anything.

03

See the history

Every action is recorded, and you can disconnect a source whenever you choose.

Ready when you are

Keep the work moving without carrying all of it.

Connect your tools and let Surfboard prepare what comes next.

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