Workspace · Home, Morgen, Finder, Dossiers

Open Geist and see what changed

Home picks up where you left off. Morgen lists the decisions, changes and resolved items since your last visit. Finder and Dossiers find any process, map or object your role can read.

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Morgen briefing

Since your last visit · 3 daysMorgenYour briefingSignals, decisions, and changes since your last visit

7Manage sourcesMark caught up3You're all caught up3 for your information

Decision needed1

Norvik Castings delays housing deliveries by 9 daysHighYour process: Production planning GentWhy this fired

Changed while away2

Production planning Gent moved to As-IsStatus board · approved by the process owner

Goods receipt Gent: 2 steps reassignedBlueprint · 4 edits

Decision needed1

Norvik Castings delays housing deliveries by 9 daysHigh

Severity: High
Scope: Halvard Gent · 2 open orders
Detected: Oct 17, 07:42
Source: SAP events

Why this fired

The confirmed delivery date moved 9 days. Production planning Gent holds a 5-day buffer for these parts.

Production planning GentHalvard Gent

AcknowledgeDismiss

Changed while away2

Production planning Gent moved to As-IsStatus board · approved by the process owner

Goods receipt Gent: 2 steps reassignedBlueprint · 4 edits

Decision needed0No pending decisions

Changed while away2

Production planning Gent moved to As-IsStatus board · approved by the process owner

Goods receipt Gent: 2 steps reassignedBlueprint · 4 edits

For your information3

Strike notice at an Antwerp terminal operatorHigh impactGlobal events · 2 inbound shipments

Storm warning for the North Sea coastMedium impactWeather · 1 site in range

Valencia site lead updated the fire planHalvard Valencia · site record

Resolved while away1

Cargo departures delayed at Leipzig/HalleResolved · Auto-closedFlights · cleared

For your information3

Strike notice at an Antwerp terminal operatorHigh impactGlobal events · 2 inbound shipments

Storm warning for the North Sea coastMedium impactWeather · 1 site in range

Valencia site lead updated the fire planHalvard Valencia · site record

Resolved while away2

Norvik Castings delays housing deliveries by 9 daysResolvedAcknowledged by you just now

Cargo departures delayed at Leipzig/HalleResolved · Auto-closedFlights · cleared

Morgen collects what happened since your last visit.Items that need your decision come first.Why this fired shows the source and the process it touches.Acknowledge records your decision.The item moves to Resolved while away.Mark caught up when you are done.No decisions left. Three items stay for your information.

Finder · Search

One search over processes, maps and files

Ctrl+F searches processes, the BPMN elements inside them, workspace files and maps. A gateway name finds the process it belongs to, and any query can go to Chat as a draft question.

Each result names its type: process, BPMN element, file or map
You only see what your role can open

Every supplier, site and person has a page

Dossiers covers people, departments, processes, documents, shipments, materials and locations. Each page lists typed facts with their sources, related objects, notes and open questions. A research run adds cited findings, and a person accepts or rejects them.

Every fact names its source
Suppliers and companies get their own dossier

Owner, sign-off and access next to the catalog

Select a process and the details panel shows its overview, governance, effective access, recent activity and perspectives. Process owners, managers and admins record sign-off from there.

Ctrl+I opens the panel for the selected process
Audit activity is visible to audit readers only

Select a process in Finder.The details panel opens on its overview.Governance shows the review state and records sign-off.Access lists what your role can do with the model.

Finder · Lifecycle

Stage changes go through the process owner

The status board sorts processes into Draft, As-Is, To-Be and Optimized. A card moves only to the next allowed stage, and a move that needs approval waits for the process owner.

Cards flag a due sign-off and stale freshness
Archived processes can be restored

Status board

Draft

Purchase Requisition ApprovalUpdated Sep 26, 2026Needs sign-offMove to As-Is

woodcorp-production-planningUpdated Oct 11, 2026

As-Is

payment-approvalUpdated Sep 23, 2026

Purchase Requisition ApprovalUpdated Sep 26, 2026Needs sign-off

To-Be

Request approvalUpdated Oct 11, 2026

OptimizedNo processes in this stage

Pending approvalsProcess Owner/AdminPurchase Requisition ApprovalDraft → As-IsApproval required. Request is pending.RejectApprovePromotion approved.

The status board sorts processes by lifecycle stage.A card offers only the next allowed stage.The move waits for the process owner.Once approved, the process lands in its new stage.

Specifications

What the workspace does today

Four surfaces, one sign-in and one set of permissions.

Home
- What changed since your last visit
- KPIs for health, open decisions, cycle time and readiness
- Pinned and recently opened processes
- A getting-started deck for new members
Morgen
- Lanes for decisions needed, for your information, changed and resolved while away
- Decide or acknowledge an item in place
- Why this fired, for every item
- Snooze or mute a source
- World events only as ranked business impact
Finder
- Ctrl+F search across processes, BPMN elements, files and maps
- Folders, pins, saved views and trash with restore
- Review badges, process owners and next review dates
- Status board with owner approval for stage moves
- Import from BPMN, ARIS, Signavio, Visio, draw.io and PDF
Dossiers
- People, departments, processes, documents, cases, shipments, materials and locations
- Typed facts with sources
- Relationships between objects
- Notes, questions and evidence on each page
- Supplier and company dossiers

Works with

What lands in Finder and Dossiers

File formats and sources that bring models and documents into the workspace.

Process models

BPMN 2.0Import and export standard BPMN filesLive
SAP SignavioImport SGX models and annotationsLive
ARISTurn ARIS EPCs into BPMNLive
VisioImport VSDX process diagramsLive
draw.ioImport multi-page diagrams with poolsLive
PDF, imagesTurn scanned diagrams into editable BPMNLive

Files and research

SharePointConnect Microsoft 365 files with per-user accessBeta
Google DriveBring Drive files into the workspaceBeta
PerplexityWeb research for agents, with sourcesLive

All integrations

Comparison

The workspace next to email and a shared drive

The Geist workspace compared with email and a shared drive
	Email and a shared drive	Geist workspace
What changed since Friday	Scroll the inbox	Morgen, decisions first
Find a process	File names	Names, BPMN elements, files and maps
Who owns it	Ask around	Process owner in the details panel
What we know about a supplier	Spread across mails and decks	One dossier with sourced facts
Moving to the next stage	An email to the owner	Board move with owner approval

Next step

See a week of your own work in Geist

Import a few models and connect one source. We walk you through the Morgen briefing and a supplier dossier built from your data.