Unifies

Your projects, ready for the whole team

Connect your project tool and set up the team’s access and automation. Teammates join with their projects and shared rules already in place

Explore the workspace and project switcher with sample data. Your choices here do not change an account

Shared rules for your team. Clear context for each project

Bring the team into a workspace built around the projects it already runs. An admin connects the project tool, chooses which projects to bring in and sets access and automatic task creation rules. Each project becomes a Space. Teammates join that setup and move between projects with the right context, accounts and permissions

1 / 8Set up or join

  1. Set up a team or join one

    Owners and project tool admins create the workspace. Everyone else joins the team that has already been set up

  2. Connect your team’s project tool

    An owner or admin selects the organization and projects to connect. The workspace stays linked to that project tool. Using a different tool requires a separate workspace

  3. Ask an admin to connect your team

    If you do not have the required access, send a setup request to an eligible admin. Once the workspace is connected, you can join the prepared team

  4. Choose the projects to bring into Unifies

    Select projects from your connected tool. Each becomes a Space with the project context your team needs

  5. Choose when tasks can be created automatically

    Each captured team action item starts as a draft. Below 70% confidence it is flagged for review. Other drafts wait for confirmation unless they meet your automation threshold and an admin has set a destination. The default threshold is 85%

  6. Choose how teammates can join

    Allow eligible teammates from your connected tool to join, require approval, or keep the workspace invite only

  7. Invite teammates from your connected tool

    Send invitations to teammates whose email addresses are available from the connected tool. Unifies uses the existing team list

  8. Join a workspace that is ready for you

    Accept an invitation or find your team through the connected tool. Your projects, access rules and task creation settings are already in place

Questions and answers

Before you get started

Who can connect our team’s project tool?

An owner or admin in your project tool connects the workspace. If you do not have that access, you can request setup from an eligible admin and join once it is ready

Do we need separate workspaces for different project tools?

Yes. Each workspace in Unifies connects to one workspace in one project tool. A different tool needs a separate workspace in Unifies, with its own projects, access rules and records

Which projects are added to Unifies?

You choose the projects to connect. Each selected project becomes a Space in Unifies. Projects you leave out are not added as Spaces, and you can add them later

What if we skip a project and want it later?

You can add it later using the existing connection, without repeating the initial setup

What does the confidence setting control?

It controls automatic task creation for captured drafts. Below 70% confidence, a draft is flagged for review; other drafts below your team’s automation threshold wait for confirmation; eligible team drafts at or above the threshold can create tasks automatically only when an admin has configured a destination. The default threshold is 85%. The score is an AI estimate, not a guarantee that the item is correct or that every action item was found

Are invitations sent automatically during setup?

No. You review the invitation step and choose when to send. You can change or skip it. Only teammates with email addresses supplied by the connected tool can receive those invitations. Teammates without an address can use the supported join flow

Who can join a workspace once it exists?

The owner chooses the rule. Eligible teammates can join an open workspace, request access when approval is required, or use an invitation when the workspace is invite only

What does Unifies cost, and can we subscribe now?

Planned launch pricing starts at $149 per workspace per month for up to 10 people, including 30 shared capture hours. Packages cover teams up to 100; larger teams can request a quote. Extra capture is purchased separately. There is no permanent free plan. Joining the waitlist is free

Team pricing and capture hours

Get your team ready for launch

Join the waitlist to hear when you can connect your workspace