GTM

GTM collects go-to-market work in one app. A workspace has it when any of its plugins or surfaces is on:

# workspace.yaml
plugins: [proposals]          # brings data-rooms with it
surfaces: [personalization, discovery, proposals]

Data rooms (data-rooms)

One room per engagement — a deal, a project, a client. Sources are filed into the matching room after every sync; the room keeps its own rules and notes, and open items go to Review. Documents are written from a room. Suggested when a deal reaches a proposal stage in the CRM, or the same client keeps coming up across conversations. Works with HubSpot, Zoom, Gmail, Drive and Granola connectors.

Proposals (proposals)

The Proposal Writer turns a room into a paginated, print-ready document (proposal, scope, partnership update). Every document is rendered and verified before a person sees it, and read as a skeptical buyer would. The Proposals page (/gtm/proposals) lists every engagement at proposal stage with its latest document, its verdict and one Draft action. A standing mission keeps documents current on weekdays. A person sends them.

Growth loop (growth-loop)

Evidence that someone wanted something becomes a brief with one claim, a list of what it may not say, and the number it will be judged on. A producer makes it, an editor checks it against the brief, a person releases it, and a reading taken weeks later says whether it was worth doing. Pages sit under the Growth section.

Surfaces

personalization (/gtm/personalization) and discovery (/gtm/discovery) are core surfaces a workspace switches on with surfaces:; they belong to GTM's nav.