Limnn Workspace

Docs, Sheets & Decks

Create and collaborate on documents, Smart Sheets and slide decks, with Cortex help and live records.

8 min read

Limnn Workspace is a productivity suite built into the platform: Docs, Smart Sheets, Decks and Forms, all stored in Drive. Because they live on the same graph as your data, a document can reference real records instead of pasted copies.

The editors

  • Docs: rich-text documents for proposals, specs, notes and meeting minutes.
  • Smart Sheets: structured grids with formulas, suited to lightweight tracking and calculations.
  • Decks: slide presentations with layouts and speaker notes.
  • Forms: structured data collection, covered in its own article.

Create a file

  1. 1Open Workspace from the main navigation (/workspace).
  2. 2Choose New, then pick Doc, Sheet, Deck or Form. You can also create one inside a specific Drive folder.
  3. 3Name the file. It opens in its editor and is saved to Drive automatically.
  4. 4Use the Cortex assistant in the editor to draft, rewrite or restructure content.

Collaboration and sharing

  • Share a file with a person, a team or the whole workspace, choosing a role such as viewer or editor.
  • Create a share link with a role for people who follow a link.
  • Sharing a folder shares what is inside it; permissions are the same model as the rest of Limnn.
  • Revoke any share or link at any time from the share dialog.

Embedding live records

Files can embed live platform data, such as a pipeline table in a sheet or a customer summary in a doc, so the content updates as the underlying records change. Embedded data respects the viewer's permissions, so a person without access to a record sees a restricted placeholder rather than its contents.

Cortex drafting in Workspace follows the same data rules as the rest of Cortex: your content is never used to train models. It only works from what the requester can already see.

Still need a hand?

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