THE CODEXATLANTIC PLATFORM

A home for all the moving parts.

Bring the work, the people and the context together. One flexible platform, shaped around your business.

codexatlantic.com / product-launchSample workspace
Workspace/Projects
All changes saved
TEAM PROJECT

Product Launch

Everything we need for a thoughtful, successful launch.

+2
Project healthOn track
Launch dateOctober 18, 2026
Progress1 / 7 complete
TaskOwnerStatusPriorityDue
Finalize landing pageMatthew · Oct 12MatthewIn progressHighOct 12
App screenshotsSarah · Oct 14SarahReviewMediumOct 14
Launch campaignAlex · Oct 18AlexPlannedHighOct 18
QA production buildJames · Oct 11JamesIn progressCriticalOct 11
Prepare customer emailsUnassigned · Oct 16UnassignedPlannedMediumOct 16
Write announcementUnassigned · Oct 17UnassignedPlannedHighOct 17
Approve brand assetsSarah · Oct 09SarahDoneLowOct 09
7 of 7 tasksUpdated just now

Try search, filters and views in this sample project.

One source of context

Everyone sees the same records, decisions and next steps.

Flexible without the friction

Create the structures and views your team actually needs.

Built to work together

A customer can connect to a project, a request and a workflow.

CUSTOMERS & RELATIONSHIPS

Know the customer. See the whole story.

A conversation, a project, a next step. Keep the context close to the customer, without making your whole workspace a CRM.

codexatlantic.com / customersSample workspace
RELATIONSHIPS, WITH CONTEXT

Customers

CustomerOwnerStageValueLast activity
NSNorthstar StudioSarahOnboarding$12,000Oct 08
FFieldworkAlexProposal$8,000Oct 07
MLMeridian LabsMatthewActive$18,000Oct 08
DDaybreak Co.SarahDiscovery$10,000Oct 06
FORMS, REQUESTS & APPROVALS

Give incoming work a clear path.

Capture the details once. Turn a submission into a request, an approval and an assigned task — with context intact.

FORMS

Customer request form

A clear place for every new request.

AttachmentIllustrative field
REQUESTS & APPROVALS

Design request

Every submission arrives with the right context.

REQ—024Awaiting approval
Submitted by
Matthew
Company
Atlantic team
Priority
High
Approver
Sarah
Form → request → approval → taskConnected from the moment work comes in.
WORKFLOWS

Turn instructions into workflows.

Describe what should happen. CodexAtlantic turns it into repeatable automation your team can understand and control.

“Whenever a design request is approved, assign it to the designer with the lowest workload and set the deadline five business days later.”

FROM YOUR WORDS TO A WORKFLOW
Explore automations
Design request routingReady to test
WHENRequest status becomes Approved
01
FINDTeam member with lowest workload
02
ASSIGNRequest to the team member
03
SETDue date +5 business days
04
NOTIFYAssigned team member
05
Try a sample approval and follow the workflow.
CONNECTED WORK

One system. Every part of your work.

Connect customers, projects, requests, tasks and workflows without stitching together disconnected tools.

Customers
Projects
Tasks
Requests
Automations
Dashboards
codexatlantic.com / team-dashboardSample workspace
THE BIG PICTURE

Team overview

A little clarity goes a long way.

October 2026
Active projects12Across 4 teams
Tasks completed86This month
Tasks overdue4Need attention
Pipeline value$48,000Sample customer pipeline
Work completedTasks
Team workloadThis week
Matthew
8 tasks
Sarah
5 tasks
Alex
10 tasks
James
7 tasks
Project health

9 on track/2 need attention/1 planned

Next milestone

Product launchOctober 18

WORKS WITH YOUR WORLD

Keep the tools you love.

A connected workspace, with room for the tools your team already knows.

Planned integrations
Slack
Google Workspace
Microsoft 365
GitHub
Figma
Stripe
MAKE ROOM FOR BETTER WORK

Build the way your team works.

Bring projects, workflows and operations into one intelligent workspace.

Contact sales