Collaboration Canvas
Align teams around governed decisions.
Most AI tools are single-player. Decisions happen in isolation, then get communicated through email and meetings — leaving no record of how conclusions were reached.
Collaboration Canvas changes that. Teams work in the same conversation, governed by the same rules, with every exchange captured as auditable documentation.
Eliminate Decision Drift
When teams work separately, decision logic diverges. Finance applies one set of assumptions. Operations another. By the time it reaches the executive, nobody agrees on why.
Collaboration Canvas keeps everyone on the same page — literally:
- Shared context — everyone sees the same data, same analysis, same conclusions
- Governed logic — decisions reference the same business rules and playbooks
- Persistent memory — the AI remembers every question, every answer, every decision point
- No more "I thought we agreed" — the record is clear
Decision Trails
Every conversation becomes auditable documentation:
| What Gets Captured | Why It Matters |
|---|---|
| Who asked what | Clear attribution of questions and concerns |
| What data was used | Provenance for every answer |
| Who was present | Accountability for who knew what |
| When decisions were reached | Timeline for compliance and review |
| Which playbooks were referenced | Governance rules that guided the decision |
When outcomes fail, you can trace back to understand why. When audited, you can prove how decisions were made.
Governed Collaboration
Role-Based Access
| Role | Authority |
|---|---|
| Owner | Full control, approve final decisions, manage governance |
| Editor | Contribute analysis, propose decisions |
| Viewer | Read-only — observe but cannot influence |
Controlled Sharing
- Invite by email — specific team members with explicit roles
- Expiring links — time-limited access for sensitive decisions
- Audit-ready exports — full conversation history for compliance
Use Cases
Executive Decision Sessions
Leadership team explores options together. Everyone sees the same data. Questions and concerns are captured. The final decision has clear context and documented reasoning.
Cross-Functional Alignment
Finance, operations, and strategy work in the same conversation. Each brings their perspective. Disagreements are visible. Resolution is documented.
Investment Committee Reviews
Due diligence data, financial models, market analysis — all queryable in one place. Every committee member's questions captured. Decision rationale preserved.
Incident Response
When something goes wrong, the team gathers in a shared canvas. Query logs, metrics, root cause analysis. Document findings as you go. Clear record of what was known when.
From Discussion to Governed Action
Decisions made in the canvas flow through the governance framework:
- Reference playbooks — ensure decisions follow established rules
- Route for approval — decisions requiring sign-off go to the right owners
- Execute with traceability — actions logged with full decision context
- Generate audit documentation — Storytelling creates decision reports automatically
Why Collaboration Needs Governance
When decisions are made collaboratively but informally, responsibility diffuses. Everyone was "in the room" but nobody owns the outcome.
Collaboration Canvas makes collaborative decisions accountable:
- Clear record of who participated
- Documented reasoning for conclusions
- Traceable path from question to decision to action
When outcomes fail, responsibility is clear — not because someone is blamed, but because the process is visible.
Related Capabilities
- Context Mesh — Decisions reference Business Playbooks for governance
- Decision Engine — Approved decisions flow to execution