Documents
Your team's marketing knowledge, in one searchable place
Save reports, procedures, analysis, and decisions in Documents. Your team and your AI tools work from the same written source — nothing gets lost in chat threads.
The problem
A result is hard to reuse when its explanation lives in a chat thread
Teams often copy numbers into a new document every week and rewrite the same explanation. The metric definition, source, reporting period, and decision are then scattered across files and chat threads.
Vendo Documents gives that written work a durable home in the Documents. Recurring Automations keep defined reports current, and your team can edit, search, and reuse every saved document later.
Define recurring reports once, never recreate them
Set the report, schedule, and data sources — then let it run. Every run and its output stay visible for you to check.
Weekly performance summaries
Define the summary once and let a recurring Task refresh it with the latest data every week.
Monthly business reviews
Keep the metric definitions, reporting period, source links, commentary, and follow-up questions in one document.
Campaign retrospectives
Record what happened, what changed, the evidence, and what the team decided to try next.
Links to workspace data
Reports keep their source, definition, and reporting period visible — anyone can check the numbers.
Keep written context outside temporary conversations
Use documents for procedures, decisions, account context, and analysis that should remain editable and searchable.
Editable documents
Create and edit Markdown files in Documents.
Written team context
Keep decisions, strategy notes, procedures, and operating context outside a temporary chat thread.
Searchable Documents
Find any saved document by title or content — no more digging through drives and threads.
Procedures and operating context
Store procedures, account context, and conclusions where your team and tools can always find them.
Your AI works from the same knowledge you do
The Agent and your MCP clients read Documents with the access you grant — grounded answers from your own documents, never unrestricted access to everything.
The Agent reads Documents
Ask the Agent to use a document. It answers with the saved business context that your access allows you to see.
MCP document tools
Your own AI clients — Claude, Cursor, and others — read and write documents over MCP with the access you grant.
One saved source for written context
Your team and your AI tools refer to the same saved document instead of copying context between threads.
Your documents stay yours
Nothing gets emailed, published, or exported unless you set it up. When you want a document delivered outside Vendo, connect the integration or API workflow that does it.
Open in Documents
Documents stay in your workspace as the saved source until someone with the right access updates them.
Use through APIs and tools
Share documents outward on your terms — through the integrations, API, or MCP clients you set up. Nothing leaves by default.
Part of the Vendo Platform
Documents capture the written output. The analysis behind it comes from the rest of the platform.
FAQ