Start from yesterday.
Open yesterday's GoodCompany recap, check the dashboard, and choose one real task to start before the inbox takes the morning.
Read the guideGUIDES & IDEAS
A little clarity.
A better
workday.
Practical guides for the work between the inbox, the client and the money. Find a useful routine, borrow a template, and take one good idea back to your day.
A ROUTINE TO TRYA clearer Monday starts on Friday.Read the weekly reset 16 practical guides · Built around real GoodCompany workflows
02 / INBOX, TASKS AND CALENDAR
Turn one email into the next step.
A client email is often the brief, the deadline and the invoice argument, all in one message. Give it a client and a next step before you answer it.
Read this guide- 01 The thread keeps its client, project and Needs reply state.
- 02 A saved ask can open later as a task or a meeting on that conversation.
- 03 Send still waits for you, with Undo while the message is only queued.
THE PLAYBOOK COLLECTION
Pick the work
on your desk.
Start with the problem you want to solve. Each guide gives you a route through the work, with exact-click help when you need it.
16 guides
Turn one email into the next step.
Link a GoodCompany conversation to the client, keep Needs reply honest, and open the task or meeting from the same thread.
Read the guideGive a client job a finish line.
Keep the client, project, milestones and next task together, and separate internal delivery from client acceptance in GoodCompany.
Read the guideSee which invoices are still open.
Keep bills and issued invoices apart in GoodCompany, then match each bank payment so receivables show what is still unpaid.
Read the guideKeep a week of leads moving.
Give each GoodCompany lead a follow-up date, write the outreach from the lead, and convert it when the relationship is real.
Read the guideAsk your Sidekick, then decide.
Ask your Sidekick about records you can already see. Read any proposed change and choose Approve or Reject before it is applied.
Read the guideHand over a month your accountant can read.
Match the month's invoices, check categories and missing documents, then download the GoodCompany accountant ZIP for that booking month.
Read the guideEnd the week with a clear next step.
Review waiting tasks, next week’s calendar and open client conversations without rebuilding your whole business system.
Read the guideHand over the context, not just the task.
Use an assignee, a clear definition of done, supporting files and a handoff comment to keep client work moving.
Read the guideMake the next file easy to find.
Create a practical project-file routine with clear names, folders, client context and clear, readable handover notes.
Read the guideMake your first day useful with a small setup.
Start a GoodCompany workspace with one client, one task and one useful file, then add connections when you are ready to review the results.
Read the guideBring existing work in, then review what it means.
Prepare existing email and files for GoodCompany, understand background processing, then check suggested clients, projects and invoice links.
Read the guideChoose the right copy after a Drive conflict.
Keep project files findable in GoodCompany, inspect both versions of a conflicted Google Drive file and check the result after synchronization.
Read the guideGive a teammate enough access to do the job.
Invite a colleague to GoodCompany with a suitable role, review private and shared resources, and check they can complete their first assigned task.
Read the guideHand over work before someone leaves.
Review assigned work, ownership, shared sources and needed exports before removing a GoodCompany teammate or leaving a company workspace.
Read the guideGet back in, then recover interrupted work.
Find the supported route after a lost phone or interrupted setup, inspect saved progress, and retry only the work that needs attention in GoodCompany.
Read the guideWORTH DOING THIS WEEK
Eight moves
this week.
None of these need a new setup. They use a status, a match, a follow-up date or an approval you already have.
- 01
Open yesterday before the inbox.
The recap is already limited to the previous company day. Read it before new mail resets what you were going to do.
Start from yesterday - 02
Link the email before you answer it.
Organize the client and project on the thread first. Check the task and file links too, so the same client or project is easy to follow.
From email to the next step - 03
Leave blocked work in Waiting.
Active is for what you can do. Waiting is the honest place for a task stopped on someone else. Done and Cancelled stay different.
How task status works - 04
Name the milestone the client would say.
A checkpoint called "Homepage approved" tells you when the job moved. A checklist tick does not close that checkpoint for you.
Give the job a finish line - 05
Match the payment before the download.
The accountant ZIP includes matched documents for that booking month. An invoice with no confirmed payment is left out.
Prepare the month - 06
Set the follow-up when you add the lead.
Follow-ups due is only useful if the date exists. Convert to client when the work is real, not when the list feels untidy.
Keep leads moving - 07
Read the proposal, then approve it.
Sidekick can suggest a change. The workspace applies that change when you choose Approve. Reject is the other complete answer.
Ask your Sidekick, then decide - 08
Put the shared login in the Vault.
A document can turn up in search. A vault entry stays behind its own access. Use the Vault for passwords, and the library for the brief.
Store a login in the Vault - 09
Keep recovery codes away from your phone.
Save the one-use codes somewhere you can reach if the phone is lost. Verify your replacement authenticator before relying on it.
Prepare account recovery - 10
Check what remains after an instalment.
Open the invoice after linking a part payment and inspect the remaining balance. A payment link is only useful when its allocation is correct.
Review partial payments - 11
Compare both copies before resolving a conflict.
Preserve any content you still need, then choose the agreed version. Reopen the file after sync to check the result.
Resolve a Drive conflict
SAME WORKSPACE, DIFFERENT SHAPE OF COMPANY
Use it the way
your company
already works.
The guides stay the same. The page for your kind of company shows how the workspace fits that shape of work.
- Independent businesses
- One person holding the client, the next task and what is still owed.
- Small teams
- A handoff with an owner, instead of a request that lives in someone else's inbox.
- Creative agencies
- The brief, the milestone and the payment on the same client.
- Consultants
- The conversation, the follow-through and the engagement in one place.
GOOD QUESTIONS
Before you pick a guide.
How is this different from the help center?
Help articles explain one control, such as connecting a mailbox or matching one invoice. These guides follow a piece of work across the inbox, tasks, clients and money, and link to the help article when you need the exact clicks.
Do these guides change my company data?
No. They describe paths in the product. Nothing on this page runs inside your company until you do it yourself, in your workspace.
Which plan do I need?
The routes here use the features on your plan. Statement PDF import and Google and Microsoft calendar sync are on Solo. Live bank feeds and Apollo need Team or Agency. Lunch Flow requires a separate provider subscription for live bank feeds. Compare what is included on Plans & pricing.
Where should I start if the workspace is empty?
Use Getting started to create the company, choose a plan and open the workspace. Then come back to the guide that matches the work already on your desk.