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- Proposals
- Acme Logistics
- 01 requirements
- 02 summary.md
- 03 draft-proposal.md
- Northwind Foods
- Harbor Clinic
- Vendor knowledge
- capabilities.md
- rates-2026.md
Proposal: Acme Logistics
Edited by the assistant 2 min ago · reviewed by Anna
1. What you asked for
Acme runs 40 delivery vans from three depots and plans routes by hand each morning. You asked for dispatch that's ready by 6:00 and visible to drivers on their phones.
2. Our approach
We start with the two larger depots, reuse your existing vehicle list, and bring drivers onto the phone app in week three. The third depot follows once routes are stable.
| Customer | Stage | Owner | Due |
|---|---|---|---|
| Acme Logistics | Drafting | Anna | 26 Sep |
| Northwind Foods | In review | Ben | 30 Sep |
| Harbor Clinic | Sent | Dora | Sent 18 Sep |
Apps shaped around how your team works, without a software project.
Tell your favorite AI what you need, install the MechaBee plugin in Claude Code or Codex, and Keeper builds it: the records, the screens, who sees what, and the reports. You design how the work flows. Hosting, database, sign-in and updates are already taken care of.
Every change is checked before it goes live, and your existing records stay intact. No code to write, and it runs in the browser on desktop and phone.
Made for the work that has outgrown a spreadsheet, but doesn't justify an ERP project.
Hours, logged the way people actually work.
Log time in a list, or type straight into a weekly grid (1.5 or 1:30) and it saves itself. Admins set up clients, projects and tasks once, and each person sees only the projects they've been given access to. At month end, lock the period, run team reports, and export exactly what you'll bill.
- Weekly grid
- Project access
- Month-end lock
- CSV export
| Project · task | Mon | Tue | Wed | Thu | Fri | Sat | Sun | Total |
|---|---|---|---|---|---|---|---|---|
| Acme LogisticsBILLABLEDiscovery | 2.0 | 1.5 | – | 3.0 | – | – | – | 6.5 |
| Northwind FoodsBILLABLEProposal | – | 2.5 | 4.0 | 1.0 | 2:00 | – | – | 9.5 |
| Harbor ClinicBILLABLESupport | 3.0 | 2.0 | 1.5 | 2.5 | 3.5 | – | – | 12.5 |
| InternalTeam meeting | 1.0 | – | – | 1.0 | – | – | – | 2.0 |
| Daily total | 6.0 | 6.0 | 5.5 | 7.5 | 5.5 | 0 | 0 | 30.5 |
Every issue, its conversation and its decision, in one place.
Report bugs and requests from templates, discuss them in one timeline of comments and changes, and close them with a reason. Plan on a board, track milestones, and let everyone find their own work under My work. A filtered list is just a link you can share.
- Templates
- One timeline
- Board
- Milestones
CSV export is empty for filtered lists DEMO#42
OpenBen opened this yesterday · 2 comments
Ben · yesterday
Filter by the label bug and press Export CSV. The file has headers but no rows.
Dora added bug export · Anna set milestone Sprint 14
Anna · 2 hours ago
Only happens when the label filter is combined with search. Taking it today.
Anna assigned themselves
- Assignee
- Anna
- Labels
- bugexport
- Priority
- High
- Milestone
- Sprint 14 · 8 of 12 done
Customers, equipment and jobs, structured instead of scattered.
An AC service company described its dispatch process in chat. Keeper turned it into a working app: a drag-to-assign job board, customer and equipment records, recurring maintenance that schedules its own visits, and a service report for the customer that the AI drafts from the job.
- Dispatch board
- Equipment history
- Recurring maintenance
- AI-drafted reports
Is Keeper right for your team?
Why not just use…
…a spreadsheet?
Spreadsheets are great for lists. Once records relate to each other (customers to jobs, projects to hours) and the screens should follow your process, you need an app.
…an open-source tool?
Then you also run the servers, domain, database, backups and user directory. With Keeper, you own the parts that are specific to your business, and your data.
…custom development?
You can choose every technology, if you know how to choose. Keeper has already made those choices. You shape the thin layer your business needs on top.
A great fit when…
- Your team is happy working with Claude Code or Codex, but doesn't want to run hosting, domains or databases.
- You want the whole loop in one place: design, build, deploy and test, then go again when the team's feedback comes in.
- The apps are for your own team: CRM, sales, operations, back-office workflows and internal tools.
Probably not the fit when…
- Your team has strong engineering foundations and wants to choose, build and own its whole stack.
- You need customer-facing portals on your own domain.
Start from a ready-made app.
Copy an app from the Marketplace into your workspace and make it yours. Ask the assistant to change it, or pull it into Claude Code or Codex and customize it there.
Plugins for Claude Code and Codex
Already using Claude Code or Codex? Work on MechaBee from there.
Add MechaBee's plugins to the AI tool you already use and sign in with your MechaBee account. Then just ask in your own words: build an app, change one, or edit a document your team is working on. By default, nothing changes until you've seen it and said yes.
Keeper App Author
Build apps around your work
Describe how you work (what you track, who does what, a normal week) and it builds a real app for it: records, boards, dashboards and the workflows that tie them together. Start fresh, or pick up an app you copied from the Marketplace and make it yours.
- Every change is shown as a clear before and after that you approve before it goes live.
- Your existing records are protected by default.
- Open the finished app with one click, on desktop or phone.
Keeper Workspace Content
Work with your workspace files
Find a document in your MechaBee workspace, read it, and revise it in place without leaving the conversation.
- Browse the workspaces and shared folders you have access to.
- Look back through a file's version history.
- It never overwrites a teammate's newer edit. It rereads the file and merges instead.
Both plugins sign in with your MechaBee account and only reach the workspaces and apps you already have access to.
Your team and AI, working in the same documents.
The assistant works where your team works: in shared workspace folders, not a private chat window. Teammates and AI edit the same files, every change can be undone, and a Keeper app can show the same work as a structured view.
Example
A proposal, from first call to final draft
- 1
Capture the requirementsTeam
Call notes, the RFP and email threads go into one folder per customer.
- 2
Keep your vendor knowledgeTeam
Product sheets, architecture preferences, rates and team profiles live in a second folder that every proposal reuses.
- 3
SummarizeAI
The assistant extracts a requirements summary into a third place: the page everyone reviews.
- 4
DraftAI
It matches the requirements to your capabilities and drafts the proposal, flagging anything you can't deliver.
- 5
TrackApp
A Keeper app shows every proposal's stage, owner and due date. You design it in the same conversation.
All of it in one text-first workspace, private to your team until you share it.
- 01 requirements
- call-notes-09-12.md
- rfp-acme.pdf
- Vendor knowledge
- capabilities.md
- architecture.md
- 02 summary.md
- 03 draft-proposal.md
- Proposal tracker
Requirements summary
Acme Logistics · extracted from 3 sources
Must have
- R-1 Daily route plan for 40 vans, ready by 6:00.
- R-3 Drivers see their stops on a phone.
- R-5 Works with the existing vehicle list.
Nice to have
- R-6 Weekly fuel report per depot.
- R-7 24/7 on-site support.
What else the assistant takes on
Co-edit your documents
Reads and edits workspace files alongside your team. Every change is a revision you can inspect and restore.
Answer from your own material
Ask across the whole workspace and get answers with their sources, counts and summaries, with no digging through folders.
Research the web
Runs in-depth research in the background and files a cited report in your project. Saves any web page as a clean document.
Turn many sources into one
Combines files and web pages into summaries, analyses, briefs and first drafts.
Crunch data, then repeat it
Cleans spreadsheets, converts PDFs and builds reports, then keeps the steps so next month's run is a single request.
Build and update apps
Designs Keeper apps in conversation, checks every change before it goes live, and updates records when you ask.
Run recurring work
Hands daily or weekly work to a team of agents that stops and asks you whenever a decision is yours to make.
Work with your tools
Shares files to Google Drive, files GitHub issues, calls web services, and creates images for your content.
Same workspace, another team
Marketing teams run campaigns this way too.
Marketor plans campaigns, drafts on-brand posts and creates the visuals, with the brand kept in the workspace instead of pasted into every prompt.
A library your team and AI build together, not a chat log.
Every document, dataset and app record lives in one text-first workspace. People and AI read the same files, so today's work becomes tomorrow's starting point instead of disappearing into chat history.
Text-first files
Documents, notes and data in open formats anyone can read, and any AI can work with.
Version history
Every edit, whether by a person or the assistant, is a revision you can compare and restore.
Access you control
Private until you share it. Share a whole workspace or a single folder, to view or to edit.
Bring your own AI
Connect Claude Code or Codex to read and write workspace files, with your permissions.
Google Drive handoff
Send a file to Drive and share it with clients the way you already do.
Apps on the same content
Keeper apps and the assistant work on the same workspace. No exports, no sync.
Describe your work. See what your agent builds.
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