The AI workspace forgrowing businesses
AI that knows how you work
A place for your organization's knowledge. Stop re-explaining your context every time: encode your institutional knowledge into pages and files Fieldwork can read and maintain for you. Always at hand, in every conversation.
Escalation policy
When and how a support issue moves up, and who owns it at each step.
Operations/Playbooks/Escalation policy.md
revision 6 by Fieldwork · “Add severity levels”
Every escalation starts with a written summary in the customer's thread: what broke, what was tried, and what the customer expects next. No summary, no escalation.
Severity levels
- Sev 1: Customer is blocked. Page the on-call within 15 minutes.
- Sev 2: Degraded but working. Engineering picks up same day.
- Sev 3: Cosmetic or one-off. Files as a task for the next cycle.
The account owner stays on the thread until the customer confirms the fix. Engineering closes the issue, support closes the loop.
Notes for every meeting. Invite the Fieldwork notetaker into your meetings so nothing ever gets dropped, or record any audio source from Fieldwork for macOS. Easily share transcripts and summaries with your colleagues.
One click away. Connect your calendar and invite the notetaker to the calls you choose. Notes arrive minutes after the meeting ends.
maya@northstar.co
maya@northstar.onmicrosoft.comToday
- 15:00–16:00Google MeetPortfolio review with MeridianNotes sharing:PrivateInvite notetakerPrepare
- 17:00–17:45Google MeetDaily standupNotetaker invitedNotes sharing:Everyone at NorthstarNotetaker invitedPrepare
Tomorrow
- 09:00–10:00Google MeetQ3 planning kickoffNotetaker invitedNotes sharing:Everyone at NorthstarNotetaker invitedPrepare
- 11:30–12:00Google MeetSupplier check-inNotes sharing:PrivateInvite notetakerPrepare
Mon, 14 Sep
- 10:00–10:30Google MeetMeridian onboardingNotes sharing:Everyone at NorthstarInvite notetakerPrepare
Any call, on your Mac. Fieldwork for macOS spots meetings and asks before recording.
Meeting detected
Zoom
Notes where knowledge lives. Every summary lands in your knowledge base, ready to search and share.
2026-08-31 Q3 planning kickoff
Q3 priorities agreed: wholesale expansion leads, checkout revamp ships first.
Meetings/2026-08-31 Q3 planning kickoff.md
revision 1 by Fieldwork
Speakers: Maya, Tom, Priya
Summary
The team set Q3 priorities: wholesale expansion is the headline bet, with the checkout revamp shipping first to protect peak season.
Decisions
- Checkout revamp ships before the wholesale work starts.
- Wholesale pilot limited to three partners for Q3.
Action items
- Tom: scope the checkout revamp by Friday.
- Priya: shortlist three wholesale partners.
Keep everyone on the same page. Fieldwork Tasks let you capture what you're working on to let humans and AI work together effectively.
/Fieldwork
Apps
Knowledge Base
Tasks
Agents
Connectors
Automations
Settings
New Conversation
Recent
View all
August overdue invoice sweep
Rotterdam container rebooking
Returns policy rewrite draft
Carrier quotes for Q4 pallets
Warehouse stock count plan
TasksFIN-31
My tasks
All tasks
Projects
Operations9
Finance6
Storefront4
Warehouse3
Returns2
FIN-31Finance
Chase overdue invoices for August
- Status
- In progress
- Priority
- High
- Assignee
- Fieldwork
- Due
- 29 Aug 2026
- Labels
- Receivables
Scope
- Collect every invoice 15+ days past due from Xero, grouped by account.
- Draft a personal reminder for each account owner in our house style.
- Escalate anything over €5,000 to Marta before sending.
- Log replies and paid invoices back on this task as they land.
Fieldwork 09:12Found 12 invoices 15+ days overdue, €38,400 total. Drafts are ready for review.
Marta Kowalski 09:41Hold the Nordlys Interiors reminder, I have a call with them Friday.
Leave a comment…
Your existing systems are supported, too. Fieldwork connects to the tools your business already runs. It reads from them, acts in them, and keeps its context current from them. 100+ connectors, and growing.
Security first
Your data stays yours. Your data is never used to train any AI model - not ours, not a provider's. Fieldwork is GDPR compliant and certifying against SOC 2 and ISO 27001, with encryption in transit and at rest, and org-level access controls throughout.
Try Fieldwork
$50 / user / mo introductory pricing. AI quota included.
- ✓Down from $99 / user / mo
- ✓All platform features
- ✓Free trial, no card required