Work

Deliver the work where the team can see it

Projects, tasks, a shared calendar, call transcripts, team chat and files. What Xoria files from a call lands here too, next to what your team writes.

Projects

A plan and a board for every project

Each project has an overview with its lead, milestones, people and labels, and a board with the columns you choose.

Features

Starter projects
  • Agency
    Client onboarding
  • Consultancy
    Client engagement template
  • Design studio
    Brand project template
  • Coach
    Client program template

A starter project on day one

A new workspace starts with a reusable project for its kind of business, with its own columns and first tasks. No sample clients, only structure.

Closed-Won Handoff
  1. Pull the deal context
  2. Create the onboarding projectWaits for approval
  3. Create phased onboarding tasks

From closed deal to kickoff

The Closed-Won Handoff play creates the onboarding project and its phased tasks, once you approve it.

Tasks

Every task has an owner and a due date

See tasks as a list or a board, grouped by status, priority or project. The ones Xoria files from a meeting or a play sit in the same list as yours.

Features

A list or a board

Group by status, priority or project, and switch between the two views.

Sign-off built in

A task can wait as Pending Approval, and be approved or sent back.

Everything on the task

Comments, attachments and subtasks stay with the task they belong to.

Calendar

One calendar for the team's week

A day, week and month calendar for the workspace. Meetings booked through a booking link land here, and it syncs with Google Calendar.

Features

Transcripts

Every recorded call, ready to act on

When a connected recorder finishes processing a meeting, it lands here with its notes and provenance attached. Xoria reads from here when it turns a call into tasks, a follow-up or a proposal.

Features

From Fireflies.ai and Fathom

Connect your recorder once and meetings arrive on their own.

Jump to the moment

Search across transcripts and open the point in the conversation where it was said.

A call becomes a proposal

Draft from a call in Proposals starts from the transcript.

Messages and Drive

The conversation, next to the work

Channels, direct messages and group chats for the workspace, and a drive for its files. Open a channel for a client account, or invite another company into a chat.

Features

A chat with the client's team

An external chat is one you can invite another company into. Each side adds its own people.

Private until you share it

Everything you upload to Drive stays private to you until you share it with the workspace or with specific colleagues.

“AI never does untracked work. Anything customer-facing or record-mutating waits for a named human's approval, and every run is logged as visible work.”

XoriaXoria's rule

Close the follow-through gap.

Xoria is in private beta. Join the waitlist — and if you want to shape the first plays with us, say so when we email you: we're onboarding a small group of design partners now.

Or book a demo