How workspaces work, and why your company has one

A workspace is one company inside Pipeline Simple. You create yours with your company name the first time you sign in, or our team sets it up for you. From then on, everything the agents do for your company is stored in that workspace and nowhere else.

Think of it as a shared space with rules. The brief tells the agents what you sell and who buys it. Every agent run keeps its report, from GEO scans to outbound batches. Drafts wait there for your approval, whether they are page briefs, creator emails, outbound sequences or suggested edits to the brief. Creator links keep count of their clicks. Meeting types take bookings, and the pipeline keeps one record for every person those meetings, sequences and imports bring in.

Two groups of people can open a workspace: the people from your company who belong to it, and the Pipeline Simple team working with you. Both see the same pages. Nobody else can open it.

You can always tell which workspace you are in. Its name sits at the top of the sidebar, and it appears again above the title on the dashboard, the pipeline and Settings. Reports carry it too, so every GEO scan, SEO audit and creator search is labelled with the company it belongs to.

The agents need to know who you are before they can help. Every run starts from the brief stored in your workspace. The GEO agent asks AI assistants the questions your buyers ask and checks the answers against your facts. The SEO agent looks for the searches that match what you sell. The influencer agent finds creators your buyers already watch. The outbound agent researches your target accounts and drafts a four step email sequence about your offer. Without a workspace there is no brief, and every agent would be guessing.

Your team works from one picture. Everyone in the workspace sees the same reports, the same drafts and the same pipeline, so nobody works from an old export or a screenshot pasted into a chat. When someone leaves your company, we remove their access and their work stays: the leads they owned, the notes they wrote and the reports they ran remain with the company.

Your records stay private. Every record in Pipeline Simple is stamped with the workspace it belongs to, and the database only returns records from workspaces you belong to. Someone in another company's workspace cannot open yours, even with a link to one of your pages.

The numbers add up for your company alone. Monthly run limits, the Monday GEO rerun, accuracy alerts and pipeline reports all work per workspace. Inside the pipeline, one person is one lead. Someone who was in an approved outbound sequence and later books a meeting shows up once, with both moments on their timeline.

Companies stay apart even when people do not. A consultant, an agency or our own team can belong to several workspaces at once. The agents only ever read the brief of the workspace they run in, so one company's facts, prompts and buyers never end up in another company's reports.

Every page in the sidebar shows the workspace you are in. Here is what each one holds, from top to bottom.

Dashboard is the front page. Each agent has a card with its last run, the headline from its latest report, and how many runs you have left this month. Accuracy alerts from the latest GEO scan appear near the top, and the Pipeline this month panel counts new leads, meetings booked, won revenue and open pipeline.

Pipeline holds your leads. The board has a column for each stage, from New through Contacted, Meeting booked, Qualified and Proposal to Won and Lost. The list view puts everyone in one table, and both views can search and filter. By source shows which channels bring the leads that turn into meetings and revenue. Add lead and Import CSV bring people in by hand.

Research, Creators, GEO, SEO and Outbound are the agents. Each page starts a new run and lists the earlier ones, and each run opens a report. Research turns call transcripts into themes, objections and suggested brief edits. Creators finds video creators your buyers already watch. GEO checks how AI assistants answer your buyers and whether they name you. SEO audits your site and finds keywords worth winning. Outbound researches target accounts and drafts email sequences ready for your sending tool.

Scheduling holds your booking page, your meeting types and the meetings people book. Brief is where you tell the agents about your company. Settings holds the workspace name, the Monday GEO rerun and the list of people from your company with access.

Everyone in a workspace works from the same pages and the same records. The roles we give people, client for your company and team for ours, do not change what anyone can open.

Anyone in the workspace can run agents, approve drafts or ask for changes, edit the brief, add and update leads, write notes and set up meeting types. Anyone can also add teammates, rename the workspace, or turn the Monday GEO rerun on and off.

Two things go through us. We remove people, and we change the website once it is set, because tracked creator links can only point to it. Email us for either one.

Settings lists everyone from your company with access. People who have not signed in yet show as Invited, with the date they were added. Everyone else shows as Active.

There is no password. Go to the login page and enter your work email. If you are new, that creates your account. We email you a sign in link. Open it in the same browser you asked from. It works once and expires after an hour.

If you sign in and the dashboard asks you to create a workspace, the address you used is not linked to one yet. If your company is new to Pipeline Simple, enter its name and you are in. If your company already has a workspace, do not create a second one. Most often you used a personal address instead of a work one, or a colleague added a different address for you. Sign out and try the address you were added with, or ask someone in your company's workspace to add the one you used from Settings, then reload the page.

To add a teammate, open Settings and enter their work email under People with access. They can sign in right away with that address and see everything you see. Settings also shows who has signed in and who has not yet.

If you belong to more than one workspace, the app remembers the one you picked last in that browser. Signing out clears that choice, so your next sign in opens your first workspace in alphabetical order. Pick another one from the Workspace menu at the top of the sidebar.

Start with the brief. Open Brief in the sidebar and press Fill from my website. It reads your site and fills in the empty fields, so check what it wrote before you save. Then make each field sound like you. What you sell, in one or two sentences the way you would say it to a buyer. Who buys it, with job titles, company types and sizes, or for a D2C brand or a Shopify store, the shoppers you sell to. Up to five competitors. Why customers pick you. Then the facts AI should get right: pricing, plans, shipping and returns, integrations, founding year and headquarters. The GEO agent flags any answer that contradicts them.

Pick up to five target countries and your main language. Scans, keyword research and creator searches use the first country by default. Save the brief. It takes about two minutes, and every agent uses it from its next run.

Next, start one agent from the dashboard. Each card shows how many runs you have left this month. Runs happen in the background, so you can close the tab and come back to the report. A GEO scan makes a good first run, because it shows how AI assistants describe your company today and gives you a baseline for every later change. If you have transcripts of customer calls, a research study is a strong start too. It suggests edits to the brief, and nothing changes until you approve them.

Then set up your booking link, if scheduling is on for your workspace. Open Scheduling, connect the calendar you work from, choose your link and add a meeting type. A 30 minute intro call is a good first one. Every meeting booked through it lands in your pipeline at Meeting booked, along with where the person came from, such as a creator's link, a search engine or an AI assistant.

Last, open the pipeline. Bookings, approved outbound sequences, imported lists and leads you add by hand all land there, one record per person. The board shows where every deal stands, and By source shows which agent or channel brought each lead in, so you can see which work turns into meetings.

If you work with more than one company, or your company runs separate brands, you may belong to several workspaces. A Workspace menu then appears at the top of the sidebar. Picking a workspace there switches the whole app to it and opens its dashboard, and every tab in that browser follows the same choice.

Every lead lands in exactly one workspace. Leads you add by hand or import go into the workspace selected when you save them. Bookings go into the workspace their meeting type was created in, and approved outbound sequences go into the workspace their batch ran in. Leads cannot be moved between workspaces afterwards, so pick the right one before you add.

Two companion guides cover this step by step: how to switch between workspaces, and how to save leads into a specific workspace.

Most companies need exactly one workspace. Keep teams, regions, campaigns and product lines that share a website and buyers in the same one, and use the owner and source on each lead to tell them apart. Splitting them would split the brief and the pipeline, and the same buyer could end up as two leads with half a history each.

A second workspace makes sense for a separate company or brand with its own website, buyers and facts. Each workspace has its own brief, reports, limits and pipeline, and nothing carries across.

Your booking page belongs to you rather than to a workspace. Each meeting type on it belongs to the workspace you created it in, and meetings booked through that type land in that workspace's pipeline.

Anyone in the workspace can rename it, or turn the Monday GEO rerun on and off, in Settings. Weekly reruns do not count toward your monthly limit. The website stays fixed once it is set, because tracked creator links can only point to it, so email us if it changes.

The brief should change when your market does. Edit it from Brief in the sidebar, or approve the edits a research study suggests. Every agent uses the new version from its next run.

Signing in with another address. Access is tied to the work email that was added to the workspace. A personal address, or a shared inbox address that forwards to you, opens a new account with no workspace, and creating one there splits your company in two. Sign out and use the address that was added, or ask a teammate to add the one you used.

Leaving the brief half done. Every report is only as good as the brief behind it, so a missing buyer description or an empty facts field shows up in every run. The few minutes it takes to finish the brief pay off in every report after it.

Splitting one company across workspaces. Two workspaces for one company means two briefs that drift apart and buyers who show up twice. Use the owner and source on each lead to separate teams instead.

Saving in the wrong workspace. If you belong to more than one, check the name above the page title before you add a lead, create a meeting type or edit the brief. After switching in one tab, reload any other tabs you have open, because they still show the workspace they loaded with.