The strongest use of Workspace is a document that is generated, grounded in live data and shared with the right people in a few minutes. This article walks through a repeatable pattern.
Pattern: a customer review deck
- 1Create a Deck in the customer's Drive folder so access follows the folder.
- 2Ask Cortex in the editor to outline a quarterly review from the account's activity and open tickets.
- 3Refine slides by asking for changes in plain language, such as shortening a slide or changing tone.
- 4Embed live figures, such as renewal date and pipeline value, rather than typing them.
- 5Share the deck with the account team, or send a link with a viewer role to the customer.
Keeping content correct
- Embedded values update when the source record changes; typed numbers do not.
- Review Cortex-drafted text before sharing; it is a draft, not an authority.
- Use a shared drive for team-owned material so it does not depend on one person's account.
Links with a viewer role expose the file to anyone holding the link. Confirm what is embedded before sending it outside the company.