Protected workspace
Sign in with ChatGPT. Workspace access and versioned records are handled on the server.
Clear boundaries, useful connections
Know what is connected.
Know what is not.
The workspace is working software. External services are a separate decision, with their own accounts, permissions and verification.
Implemented
Record import & export
Download a workspace export, or validate and import a DESK export. Imported content and quotes need fresh review.
AI preparation
The workspace holds drafts and decisions. No external AI account runs work in the background.
Email, payments & publishing
No messages are sent, payments collected or content published from this release.
Start with the workflow.
Choose connections with purpose.
Tell Appleby & Co how your business works and which services you already use. Any integration scope, costs and operational responsibilities can then be agreed.
Prepare an enquiry →