Skip to main content
The analyst can read anything in your workspace, but it can’t change anything on its own. When it wants to update a thesis, append a finding, or restructure a checklist, it proposes the change and waits. Nothing is written until you approve it. The proposal is a diff: your current text on one side, the proposed text on the other, with the changes marked. You ask for the change the same way you ask anything else. The draft still waits for you.

A note

Update this thesis with what we just found.

A skill

Write a skill that reruns these earnings checks.

A monitor

Check this again every Monday.
Right now those three kinds of change go through this review step: edits to your notes, edits to your skills, and monitors the analyst drafts on your behalf. A connected portfolio is read-only. As more of the workspace becomes editable, the same rule holds: you see the exact change before it lands, every time.

​
How a proposal works

1

The analyst proposes

During a conversation, an approval card appears in the chat describing the change. At the same time, the affected note gets a warning-colored dot in the explorer (“Change awaiting approval”), with dimmed dots on its parent folders so you can find it later.
2

You review the diff

Open the note to see a side-by-side diff of exactly what would change: your current text against the proposed text, with a review bar on top. When one proposal is part of a batch, the bar says so (“part of N changes”).
3

Approve or decline

Select Approve to apply the change or Decline to reject it. You can act from the note’s review bar or from the approval card in the chat; the two stay in sync. Approving creates a new revision in the note’s version history, so even accepted changes can be rolled back later.
Approval card in chat next to a side-by-side note diff and review bar

​
Why it works this way

Skills and conversations steer how the analyst works, but never what it may change on your behalf. The diff-and-approve flow guarantees that:
  • You always see the exact change before it lands.
  • Your workspace never drifts without your knowledge.
  • Every applied change is one revision in history, reversible at any time.
Declining a proposal does not end the conversation. The analyst continues with your verdict in hand.