Search · Tasks · Flows · Boards
Surfboard searches the tools where work happens, assembles the current picture, and prepares the next step. You can see where every answer came from and stay in control of every action.
One question across Salesforce, Zendesk, and Gong.
One customer call. The next step is ready for review.
01 · Search + Tasks
Search should not end with ten tabs. Surfboard finds the relevant work across your tools, explains what it found, and carries that context into something useful.
Search
Ask in plain language. Surfboard checks the connected systems where the work happened and brings back one grounded answer.
Tasks
Move from context to a useful output: a reply, brief, report, document, slide deck, or spreadsheet prepared from the real source material.
02 · Flows
Flows
Run multi-step work on demand or on a schedule. Every run follows the instructions you set and leaves a clear history behind.
Flow in progress
Every Friday · 3:30 PMReview the work, explain what changed, and prepare the update without publishing it.
Review Linear and GitHub
12 changes found
Check Slack decisions
3 threads included
Draft the stakeholder update
Ready for review
Share after approval
Waiting on you
03 · Boards + Projects
Boards keep a repeated answer current. Projects keep the decisions and people around that answer in view as the work moves.
Board · current through 8:04 AM
78%
Milestones
2
Open checks
Fri
Target
API migration
Merged yesterday
Billing QA
4 of 6 checks
Legal review
No update since Tuesday
Boards
Turn a repeated question into a living view of the work: the latest numbers, changes, blockers, and decisions in one place.
Projects
Keep the timeline, decisions, key people, open questions, and next steps together as an initiative moves.
Project brief
refreshed 8m agoThe timeline, decisions, people, and open questions gathered around the work itself.
Last decision
Friday stays the target
Open question
Who owns legal sign-off?
Next checkpoint
Launch review · Thu 2:00
04 · Connectors
Connect the systems where the work already happens. Surfboard can search across them, keep the source beside the answer, and prepare the next step for you to review.
Bring the conversations, commitments, and calendar context into the same picture.
Search emails, threads, drafts, and attachments.
Search email and calendar events across Microsoft 365.
Search channels, DMs, files, and messages across workspaces.
Bring channels, chats, and messages into the current picture.
Check events, availability, task lists, and due work.
Use conference records, attendance, and meeting transcripts.
Find past meetings, recordings, and transcripts.
Bring meeting notes and transcripts into briefs and follow-ups.
Use meeting recordings, summaries, transcripts, and action items.
Use meeting transcripts, summaries, and assigned action items.
Check scheduled events, invitees, event types, and availability.
Find the document, source material, or decision without retracing every folder.
Search Docs, Sheets, Slides, files, comments, and permissions.
Search files, SharePoint sites, and document libraries.
Find and work with files, folders, and shared content.
Find and work with files, folders, and shared content.
Search pages, databases, and workspace content.
Keep structured work, schedules, and operating data close to the decisions they inform.
Connect customer context, commercial activity, and the numbers behind the relationship.
See what shipped, what changed, and what the underlying systems are reporting.
Connect more apps through Zapier or bring your own MCP server. You can also tell us what is missing.
05 · Control
Connect only what you choose. Review proposed actions before they happen. Keep a clear history of what Surfboard did.
01
Sign in directly with each service and connect only the sources you want Surfboard to use.
02
Review proposed writes before Surfboard sends, posts, creates, or updates anything.
03
Every action is recorded, and you can disconnect a source whenever you choose.
Ready when you are
Connect your tools and let Surfboard prepare what comes next.
