Operations
Run the company from one workspace.
Projects, meetings, OKRs, the wiki, approvals, the books and the stockroom: the templates companies set up first, rebuilt in Dokki, with agents that write the status, follow up on meetings and do the sums.
Every project, and how it is really going.
The Projects & Tasks template keeps each project's owner, timeline and health beside the tasks behind it, with a brief for kicking off and a weekly status page.
🗂️Projects & Tasks
Start here
Projects
Tasks
Weekly status
Templates
Project brief template
Agents
Project Coordinator
Start here
This workspace runs every project on two tables and one habit: update the board, then let the coordinator write the status.
How it works
•Projects holds one row per project: owner, timeline, priority, and health.
•Tasks holds the work. Each task names its project in the Project column.
•Open either table and switch to Kanban to see work grouped by status.
Every week
Move your tasks to the right status and fix any due dates that slipped.
Ask the Project Coordinator for the weekly status.
Read the draft in Weekly status, correct it, and share it with the team.
Kicking off a new project
Duplicate the Project brief template, fill in the problem and the finish line, then add the project to Projects with its owner and timeline.
Health you can see
On track, at risk or off track, on every project.
Blocked work, named
The Project Coordinator finds blocked and overdue tasks and says whose they are.
Status, drafted
Each week's status is written from the board, ready for you to correct and send.
Agents for the work between the work.
The Project Coordinator writes the weekly status, Meeting Follow-up turns notes into action items, the Goal Manager works out OKR progress, the Wiki Keeper answers from your wiki, and the Finance Analyst and Stock Keeper do the sums your tables cannot.
Project Coordinator
Project coordinator
Reads Projects and Tasks, flags blocked and overdue work, updates project health, and drafts the weekly status.
Meeting Follow-up
Meeting follow-up
Reads a meeting's notes, adds its action items with owners and due dates, and drafts the recap.
Wiki Keeper
Knowledge manager
Answers questions only from the wiki with the page named, logs what it cannot answer, and flags pages due for review.
Goal Manager
OKR coach
Works out key-result and objective progress, flags what is behind the quarter, and writes the weekly check-in.
Briefed for this workspace
Each agent arrives knowing which tables and pages it works in, and what done looks like. Change its instructions whenever you like.
When you ask, or on a schedule
Ask it in chat, @-mention it in a doc, or give it a schedule. Nothing runs until you do.
You make the calls
Its instructions have it draft anything that leaves Dokki for you to send, and deleting always waits for your approval.
Templates for running the company.
Install one to get a workspace with its tables, pages and agents. Change anything afterwards.
Workspace template
Projects & Tasks
Every project, its tasks and its health on one board, with a coordinator agent that writes the weekly status.
- Board by status
- Health: on track / at risk
- Weekly status, drafted
2 tables · 3 docs · 1 agentDetailsUse templateWorkspace template
Meetings & Action Items
Every meeting's notes in one place, and an agent that turns them into owned action items and a recap.
- Notes templates
- Action items with owners
- Recap drafted for you
2 tables · 5 docs · 1 agentDetailsUse templateWorkspace template
Team Wiki
The pages your team keeps asking about, each with an owner, and an agent that answers from them with the page cited.
- Owners and verification
- Answers with the page cited
- Gaps logged
1 table · 8 docs · 1 agentDetailsUse templateWorkspace template
OKRs
Objectives and measurable key results for the quarter, with an agent that works out progress and writes the weekly check-in.
- Measurable key results
- Progress worked out
- Weekly check-in
2 tables · 2 docs · 1 agentDetailsUse templateWorkspace template
Requests & Approvals
One queue for purchases, projects and access requests, with an agent that checks each one is complete and routes it to the right approver.
- One request queue
- Rules decide the approver
- People approve
1 table · 3 docs · 1 agentDetailsUse templateAgent template
Weekly Report Writer
An agent that drafts your weekly report from this week's work, in your template, for you to check and send.
- Drafted from real work
- Your template
- You send it
1 table · 1 doc · 1 agentDetailsUse templateWorkspace template
Business Review
Contract value, cash collected and cost for every client project, with an agent that does the sums and says which project needs attention.
- Collections per project
- Profit worked out
- Monthly review
2 tables · 2 docs · 1 agentDetailsUse templateWorkspace template
Inventory
Every item's stock, and every movement in and out, with an agent that keeps the counts and lists what to reorder.
- Stock worked out
- Low stock flagged
- Reorder list kept
2 tables · 2 docs · 1 agentDetailsUse template
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