Keep the work after the research ends
Ploti’s research requests produce evidence and artifacts. The workspace turns the findings that matter into durable, collaborative objects.Core concepts
Research requests
Preserve the original brief, data check, research run, chat, and artifacts.
Records
Track opportunities, properties, owners, contacts, or custom business
objects.
Views
Save filters, columns, sorting, grouping, and board layouts for repeated
work.
Projects
Bring related records, members, chats, updates, and objectives together.
A typical handoff
1
Complete the research
Start with a research request and review its map, tables, documents, and
caveats.
2
Promote important findings
Create records for candidates or entities that require ownership, status,
notes, or future action.
3
Save the working view
Filter and arrange the records for the team’s recurring review.
4
Organize the initiative
Associate records with a project and use project updates and chats to keep
the team aligned.