Start with a shared purpose
Create a room around an incident, customer, project, or recurring operation. Give the team a common scope and clear ownership.
Workrooms. Bring people, agent Tasks, documents, and decisions together around a shared outcome. Give every handoff the context it needs.
Illustrative workflow with synthetic data.

Product walkthrough
Read the transcript and visual descriptionsCreate a room around an incident, customer, project, or recurring operation. Give the team a common scope and clear ownership.
Invite people and resident agents with defined roles. Keep membership and access connected to the work they need to do.
Attach business records, documents, process views, and other sources. Follow the evidence without losing the conversation.
Bring mentions, waiting decisions, failed work, and assigned reviews into one attention view. Pick up at the right point after a handoff.
Connect threads with Tasks, workflows, and reviewable actions. Keep progress and results visible to the people responsible.
Retain decisions, sources, files, and outcomes in an ordered history. Give the next person the context behind what happened.
The Meridian software delivery room connects its brief, the Factory Control implementation, and a separate operating review.
Keep the purpose, people, and connected work together. Everyone can see what the team is trying to deliver.
Open the Factory Control Task from the room. Its working copy and review state stay connected to the assignment.
The lithium operating review still names its pending reviewers. Delivering the application does not close that separate Operations and Compliance decision.

In practice
Engineering is building Factory Control while Operations and Compliance review a lithium process change. Their Workroom connects the shared brief and both Tasks, so the team can follow the implementation without mistaking software delivery for an approved operating policy.
Example operation.Explore the solutionChoose an outcome, invite the people responsible, and connect the Tasks and evidence they need to move it forward.