Business records

Goals, roadmap, decisions, documents and the business brief, and how chat and programs use them.

Get started

• Get started with business records: Goals, the roadmap, decisions, documents and your business context are the records Willo keeps about your business. Where to find each one.

Concept

• Goals and the roadmap: How goals, milestones and roadmap tasks fit together, what each status means, what you change on the dashboard and what you ask Willo to change.
• Decisions: The decision register keeps what was decided, why and how it turned out. How to read it, and how to answer the decisions waiting on you.
• Documents: The strategy, brand, research and report documents Willo writes for your business, where they live, how to edit them, and what needs your approval.
• Your business context: The short summary of your business that Willo reads in every conversation: what goes in it, who writes it, and how to edit it in Settings → Memory.

Guide

• Set a goal and let Willo plan against it: Give Willo a measurable goal, have it build milestones and tasks to reach it, decide what it does on its own, and track progress as the work lands.
• Clear what's waiting on you: A weekly routine for answering the decisions Willo needs from you and doing the roadmap tasks only you can do, so its work keeps moving.