# BDS

> A business vocabulary built as an external extension of schema.org, plus the UX rules every screen, email, form and document is checked against.

This site publishes the BDS vocabulary, UX rules and systems guides. UX, system and automation pages are also available as Markdown by appending .md to their URLs. llms-full.txt contains their English content.

## Vocabulary

- [bds.ttl](/releases/0.1/bds.ttl) - The vocabulary in Turtle.
- [BDS.jsonld](/releases/0.1/BDS.jsonld) - The vocabulary as JSON-LD.
- [context.jsonld](/releases/0.1/context.jsonld) - The context to drop into your own JSON-LD documents.
- [bds.nt](/releases/0.1/bds.nt) - The same triples, one per line.
- [BDS-types.csv](/releases/0.1/BDS-types.csv) - Types, enumerations and values as a table.
- [BDS-properties.csv](/releases/0.1/BDS-properties.csv) - Properties and widened schema.org properties as a table.
- [PROVENANCE.md](/releases/0.1/PROVENANCE.md) - Where these files come from and what they leave out.

## UX rules

### Foundations
- [Foundations](/ux/foundations/index.md) - The five principles every screen, email, form and document is checked against, how a delivery is scored, and how this guide is built.
- [Fewest steps](/ux/foundations/fewest-steps.md) - Every click, tap, open or reply the system could have saved is a break.
- [Fewest scroll](/ux/foundations/fewest-scroll.md) - One answer fits on one screen, and things sit side by side before they stack.
- [Fewest inputs](/ux/foundations/fewest-inputs.md) - The person types only what nothing else knows, and validates everything else.
- [Maximum intuition](/ux/foundations/maximum-intuition.md) - A one-second glance tells an outsider what the thing is and what to do next.
- [One way](/ux/foundations/one-way.md) - How we do one thing is how we do all: reuse what exists before making anything new.
- [Measuring](/ux/foundations/how-we-measure.md) - How clicks, inputs and rows are counted, the four tasks per entity, the Pass line every rule carries, and a template to copy.

### Style and usage
- [Capitalization](/ux/style-and-usage/capitalization.md) - Write every label in sentence case: the first word capitalised, the rest lower, except proper nouns and acronyms.
- [Names](/ux/style-and-usage/names.md) - Name pages, tabs, groups and buttons in the person's words, in as few words as the answer needs.
- [Numbers](/ux/style-and-usage/numbers-and-units.md) - Separate thousands, show the unit beside every amount, and put the numbers people compare where they look first.
- [Colour](/ux/style-and-usage/colour.md) - Colour is a traffic light on one select per page, and an option keeps its colour everywhere.
- [Required markers](/ux/style-and-usage/required-markers.md) - Mark a required input with an asterisk and an optional one with a degree sign, in the field name itself.
- [Option vocabulary](/ux/style-and-usage/option-vocabulary.md) - One concept has one list of options, in lifecycle order, with its default and its colours, in every select that shows it.

### Product and UI
- [Interface pages](/ux/product-and-ui/interface-pages.md) - Build every page as one actor's page, from a kind in the page kit, with one detail page per table.
- [Filters](/ux/product-and-ui/filters.md) - One filter bar and one tab bar, in the same order on every page, with people and organizations found by search.
- [Record detail](/ux/product-and-ui/record-detail.md) - One detail page per table: the primary field as title, then what it is, where it stands, amounts and history.
- [Feedback](/ux/product-and-ui/state-and-feedback.md) - A row says when it needs action, a change shows where it was made, and an empty tab still says what it holds.
- [Creating records](/ux/product-and-ui/creating-records.md) - Create from a button where the need arises, or from an embedded list on the parent's detail, with one primary action.
- [Intake views](/ux/product-and-ui/intake-views.md) - An intake is a view section on the table whose grid views are the steps a person walks through, routed by one formula.
- [Controls](/ux/product-and-ui/controls.md) - Put create, filters, assignee, date shortcuts, done and stage where the products people already use put them.
- [Record actions](/ux/product-and-ui/record-actions.md) - Delete asks once and says what goes with the record, undo stays in reach, and validation blocks duplicates without losing what was typed.
- [Navigation](/ux/product-and-ui/navigation.md) - The sidebar runs overview, entities, work queues and settings, every shortcut opens what it says, and every number opens its rows.

### Talking to customers
- [Emails](/ux/talking-to-customers/emails.md) - Apply the five principles to an email: one ask, stated in the first line and on the only button.

## Systems

- [Communication](/systems/communication/overview.md) - Channels, notification rules and the delivery log that n8n flows read and write.
- [Core](/systems/core/overview.md) - Shared records, source ownership and use across domains.
- [CRM](/systems/crm/overview.md) - Leads and deals, conversations, proposals and the campaign of each deal.
- [KPIs & OKRs](/systems/kpis-okrs/overview.md) - Define outcomes, connect measurable work, collect evidence and maintain the system.
- [Overview](/systems/platform/overview.md) - What Airtable lets a base do and where each limit is documented. The workspace runs on the Business plan.
- [Products & Services](/systems/products/overview.md) - What the business sells: products, what they include, the offers that price them and the price lists that group them.
- [Systems Central](/systems/systems-central/overview.md) - The register of our systems, their record types, rules, decisions, feedback and open work.
- [Tooling and Access](/systems/tooling/overview.md) - Tools, workspaces, accounts and who stands behind each account, plus plans, seats and grants.
- [Intakes and checks](/systems/products/intakes-and-checks.md) - Create catalog records through six routed grid intakes, then review and activate each record.
- [Register channels and rules](/systems/communication/register-channels.md) - Record a channel, point it at a subject and describe the rule that uses it.
- [Maintain shared records](/systems/core/maintain-shared-records.md) - Find or create the right Core record, promote proposed rows and verify the mirrors.
- [Complete the sales cycle](/systems/crm/sales-cycle.md) - Follow one lead from capture to contact, proposal and outcome.
- [Collect results](/systems/kpis-okrs/collect-results.md) - Follow a metric from setup to a recorded Slack response.
- [Add a product and its offer](/systems/products/add-product.md) - Describe a good or service once, then put it on sale at one price through one seller.
- [Register a system](/systems/systems-central/register-system.md) - Add a new base, app or workflow to System and give it a feedback route.
- [Register a tool account](/systems/tooling/register-accounts.md) - Add a tool, its workspace and an account so other systems can match activity to the right row.
- [Compose a product](/systems/products/compose-product.md) - Record what a program or kit includes, one line per part with a quantity and a unit.
- [Register a record type](/systems/systems-central/register-record-type.md) - Record which system keeps a new kind of record and which systems mirror it.
- [Bind an account to a person](/systems/tooling/bind-accounts.md) - Record who stands behind a tool account and which membership it serves, and close it when that changes.
- [Manage price lists](/systems/products/manage-price-lists.md) - Group offers for one channel and period, with one seller and one currency per list.
- [Record rules and decisions](/systems/systems-central/record-rules-and-decisions.md) - Write a System Rule or an Architecture Decision so others can check against it.
- [Record plans, seats and grants](/systems/tooling/record-access.md) - Record what the group pays for, who holds a seat and which permissions an authority issued.
- [Change a price](/systems/products/change-price.md) - Replace an offer with a new one and new dates, so proposals keep the price they were made with.
- [Keep work items current](/systems/systems-central/work-items.md) - Find open work, add new items and close them, so the backlog always says where things stand.
- [Triage feedback](/systems/systems-central/triage-feedback.md) - Link, prioritize, plan and answer a feedback report without changing what the reporter wrote.
- [Review deliveries](/systems/communication/review-deliveries.md) - Read the Message log: what was sent, to whom, and why a delivery failed.
- [Define metrics](/systems/kpis-okrs/define-metrics.md) - Choose the unit, direction and cadence before setting a target.
- [Log contact](/systems/crm/log-contact.md) - Record conversations and meetings, then maintain the next action.
- [Manage deals](/systems/crm/manage-deals.md) - Propose an offer, assign the seller, forecast a decision and record the outcome.
- [Manage campaigns](/systems/crm/manage-campaigns.md) - Check the source campaign, link it on the Deal and count results per campaign.
- [Onboard a seller](/systems/crm/onboard-seller.md) - Connect a Cal.com account to one accountable company and membership.
- [Set targets](/systems/kpis-okrs/set-targets.md) - Apply a metric to one subject and period, then define the expected value.
- [Review the pipeline](/systems/crm/review-pipeline.md) - Review lead and deal stages, outcomes and values in Data views.
- [Schedule collection](/systems/kpis-okrs/schedule-collection.md) - Choose who reports, how often and which target the request uses.
- [Submit results](/systems/kpis-okrs/submit-results.md) - Record the value and evidence in Slack, then verify the Observation.
- [Manage objectives](/systems/kpis-okrs/manage-objectives.md) - Create, propose and review an outcome using Milestone and its intake views.
- [Manage tasks](/systems/kpis-okrs/manage-tasks.md) - Connect one KPI target to accountable work, a deadline and an objective.
- [Manual results](/systems/kpis-okrs/manual-results.md) - Record a result outside Slack and review it before marking collection complete.
- [Review results](/systems/kpis-okrs/review-results.md) - Inspect collection quality and distinguish recorded evidence from calculated performance.
- [Entities](/systems/communication/entities.md) - Find the owner and reference for every Communication table.
- [Architecture and ownership](/systems/core/architecture.md) - Who writes Core records, which systems mirror them and what is known about each sync.
- [Entities](/systems/crm/entities.md) - Find the owner and reference for every CRM table.
- [Recurrence Configuration](/systems/kpis-okrs/entity-recurrence-configuration.md) - A recurring request with a cadence, reporting membership and target.
- [Base limits](/systems/platform/base-limits.md) - How many tables, fields, views, records and attachments one base can hold on the Business plan.
- [Entities](/systems/products/entities.md) - Find the owner, size and reference page of every table in Products & Services.
- [Entities](/systems/systems-central/entities.md) - Find the owner and reference for every Systems Central table.
- [Entities](/systems/tooling/entities.md) - Find the owner and reference for every Tooling and Access table.
- [Architecture and ownership](/systems/communication/architecture.md) - What Communication owns, what it mirrors and what it never knows.
- [Entities](/systems/core/entities.md) - All 16 Core tables, their semantic type and where each is documented.
- [Architecture and ownership](/systems/crm/architecture.md) - Separate shared identities, commercial facts, offers and external accounts.
- [Milestone](/systems/kpis-okrs/entity-milestone.md) - A dated outcome, used as an objective (OKR).
- [Sync](/systems/platform/sync.md) - What a synced table keeps and loses: the Business plan limits, links, removed records, chains and two-way sync.
- [Architecture and ownership](/systems/products/architecture.md) - Which facts Products & Services owns, what it reads from Core and what the CRM reads from it.
- [Architecture and ownership](/systems/systems-central/architecture.md) - What Systems Central owns, what it mirrors and how feedback reaches each system's base.
- [Architecture and ownership](/systems/tooling/architecture.md) - What Tooling owns, what it copies from Core, and which bases and workflows read it.
- [Data views](/systems/communication/data-views.md) - Every table has one Grid view; there are no intakes or checks yet.
- [Data views](/systems/core/data-views.md) - Every Core view, what it is for, and which ones are intakes, sync sources or legacy.
- [Data views](/systems/crm/data-views.md) - Find every intake, review queue, calendar and reference view.
- [Task](/systems/kpis-okrs/entity-task.md) - One occurrence of work with its own deadline, status and evidence.
- [Fields](/systems/platform/fields.md) - What a field can and cannot enforce: links, uniqueness, selects, formulas, types and validation.
- [Data views](/systems/products/data-views.md) - Every Data view in Products & Services, with direct links and what each one shows.
- [Data views](/systems/systems-central/data-views.md) - Every view in Systems Central, what it filters and when to use it.
- [Data views](/systems/tooling/data-views.md) - Find every Tooling and Access view, what it filters and which views feed other bases.
- [Intakes and checks](/systems/crm/intakes-and-checks.md) - Create and advance records directly in Data views.
- [Metric](/systems/kpis-okrs/entity-metric.md) - The definition of what is measured and how its value is interpreted.
- [Views](/systems/platform/views.md) - What a view and an interface can do: filters, creation, the published view limits and record-level access.
- [Rules and checks](/systems/products/rules-and-checks.md) - The catalog rules recorded in Systems Central and how far each check column enforces them.
- [Secrets and the Access Token column](/systems/tooling/secrets.md) - Why Tool Account has a clear-text Access Token column, why you must not use it and what is planned.
- [Metric Target](/systems/kpis-okrs/entity-metric-target.md) - An expected value for one metric, subject, period and version.
- [Automations](/systems/platform/automations.md) - How many automations a base can hold, how runs are counted, and how triggers, loops and failures behave.
- [Procedure](/systems/kpis-okrs/entity-procedure.md) - Reusable instructions for performing business work.
- [API](/systems/platform/api.md) - How fast and how far an integration can read and write: rate limits, page and batch sizes, upsert keys and the metadata API.
- [Observation](/systems/kpis-okrs/entity-observation.md) - A measured result with a subject, period, unit and collection state.
- [Access](/systems/platform/access.md) - Who can see and edit what: permission per base, table and field, and who is billed.
- [Evaluation](/systems/kpis-okrs/entity-evaluation.md) - A derived interpretation of observations and targets under a named policy.
- [Use today](/systems/platform/use-today.md) - How many synced tables each base uses out of the 20 allowed, counted from the live schema on 2026-11-05.
- [Compliance Definition](/systems/kpis-okrs/entity-compliance-definition.md) - A catalog definition of a possible duty, document or identifier.
- [Compliance Obligation](/systems/kpis-okrs/entity-compliance-obligation.md) - A duty applicable to one organization, with source and evidence.
- [Registration](/systems/kpis-okrs/entity-registration.md) - A license, permit or identifier with jurisdiction and validity.
- [Assignment Role](/systems/kpis-okrs/entity-assignment-role.md) - An actor, role and membership held together for one subject.
- [Content](/systems/kpis-okrs/entity-content.md) - An identifiable document, tutorial or other knowledge resource.
- [Change Decision](/systems/kpis-okrs/entity-change-decision.md) - A recorded choice about a change, with rationale and decision status.
- [Release](/systems/kpis-okrs/entity-release.md) - Evidence that a decided change was delivered.
- [Intake](/systems/kpis-okrs/entity-intake.md) - An incoming submission kept intact through triage and classification.
- [Incident](/systems/kpis-okrs/entity-incident.md) - An operational problem, its impact, response and follow-up.
- [Person (mirror)](/systems/kpis-okrs/entity-person-mirror.md) - Local Person usage in KPIs & OKRs; shared definition in Core.
- [Organization (mirror)](/systems/kpis-okrs/entity-organization-mirror.md) - Local Organization usage in KPIs & OKRs; shared definition in Core.
- [Membership (mirror)](/systems/kpis-okrs/entity-membership-mirror.md) - Local Membership usage in KPIs & OKRs; shared definition in Core.
- [Position (mirror)](/systems/kpis-okrs/entity-position-mirror.md) - Local Position usage in KPIs & OKRs; shared definition in Core.
- [Memebership](/systems/kpis-okrs/entity-memebership.md) - Local Team usage in KPIs & OKRs; shared definition in Core.
- [Department (mirror)](/systems/kpis-okrs/entity-department-mirror.md) - Local Department usage in KPIs & OKRs; shared definition in Core.
- [Cadence (mirror)](/systems/kpis-okrs/entity-cadence-mirror.md) - Local Cadence usage in KPIs & OKRs; shared definition in Core.
- [op:tags](/systems/kpis-okrs/entity-op-tags.md) - Local copy of the Core Tags catalog that every KPI table links to through its Tags column.
- [Sync - Campaign](/systems/kpis-okrs/entity-sync-campaign.md) - Read-only copy of Core campaigns. In this base only the Tags catalog links to it.
- [Entities](/systems/kpis-okrs/entities.md) - Field references for all 26 tables and their verified relationships.
- [Automations](/systems/kpis-okrs/automations.md) - Inspect the three active n8n workflows and their responsibilities.
- [Channel](/systems/communication/entity-channel.md) - A named place where messages circulate: a Slack DM, a channel, an address or a webhook.
- [Person](/systems/core/person.md) - One person, independent of their employment or organizational memberships.
- [Person in CRM](/systems/crm/entity-people.md) - Local use of People in the CRM.
- [Evidence](/systems/kpis-okrs/evidence.md) - Understand file limits, persistence and what happens when an upload fails.
- [Product](/systems/products/entity-product.md) - One good or service the business sells, makes, buys or stocks, described once.
- [System](/systems/systems-central/entity-system.md) - One system the group builds and maintains: an Airtable base, an app, an automation or an API.
- [Tool](/systems/tooling/entity-tool.md) - One software product or service, separate from its workspaces, accounts and plans.
- [Channel Binding](/systems/communication/entity-channel-binding.md) - One channel serving one subject for one purpose during a period.
- [Organization](/systems/core/organization.md) - A legal entity with its own identity, structure and business relationships.
- [Organization in CRM](/systems/crm/entity-companies.md) - Local use of Companies in the CRM.
- [Periods and cadence](/systems/kpis-okrs/periods.md) - Read the date rules and keys used by the current notification workflow.
- [Product Component](/systems/products/entity-product-component.md) - One line of what a product includes: another product, in a quantity, per period.
- [Record Type](/systems/systems-central/entity-record-type.md) - One kind of record, the system that keeps its original and the systems that mirror it.
- [Tool Workspace](/systems/tooling/entity-tool-workspace.md) - One tenant inside a tool, with its own id; payer, controller and legal owner are separate facts.
- [Notification Rule](/systems/communication/entity-notification-rule.md) - When an event happens on a record type, tell an audience through a channel.
- [Membership](/systems/core/membership.md) - One person’s participation in one organization over a period.
- [People and workspaces](/systems/kpis-okrs/identity.md) - Trace responsibility from membership to a Slack user and the matching workspace bot.
- [Offer](/systems/products/entity-offer.md) - One sellable proposition: one product, at one price, in one unit, by one seller, for a period.
- [System Rule](/systems/systems-central/entity-system-rule.md) - One checkable domain or build rule, where it holds, what it constrains and what enforces it.
- [Tool Account](/systems/tooling/entity-tool-account.md) - One identity inside a tool: a person, a shared login, a bot or a service. It is never the person.
- [Message](/systems/communication/entity-message.md) - One delivery attempt through one channel, with its status, recipients and tool id.
- [Position](/systems/core/position.md) - A seat in the organization that remains when its holder changes.
- [Interaction](/systems/crm/entity-interaction.md) - One contact or scheduled meeting, its result and supporting evidence.
- [Supporting records](/systems/kpis-okrs/governance.md) - Use adjacent operations entities without confusing them with the automated KPI path.
- [Price List](/systems/products/entity-price-list.md) - A named set of offers for one channel, customer group or period; it groups prices, it holds none.
- [Architecture Decision](/systems/systems-central/entity-architecture-decision.md) - One recorded architecture decision (ADR): status, date, scope and a link to its document.
- [Access Principal](/systems/tooling/entity-access-principal.md) - A security subject an access authority recognizes: an individual, a group or a service.
- [Team](/systems/core/team.md) - A real working unit of one organization, with leaders and members.
- [Deal](/systems/crm/entity-deal.md) - One proposal, its offer, negotiated value and commercial outcome.
- [Architecture](/systems/kpis-okrs/architecture.md) - Understand the system boundary, data ownership and the connections between tools.
- [Brand](/systems/products/entity-brand.md) - The name a product is sold under, with its logo; not the company that sells it.
- [Work Item](/systems/systems-central/entity-work-item.md) - One unit of open work on the systems; together the rows are the group's single backlog.
- [Resource](/systems/tooling/entity-resource.md) - An object or scope inside a tool that access can be granted to: workspace, channel, base, folder or app.
- [Department](/systems/core/department.md) - An organizational department with a parent organization, leadership and teams.
- [Tags in CRM](/systems/crm/entity-tags.md) - Local use of Tags in the CRM.
- [Views and intakes](/systems/kpis-okrs/forms-and-views.md) - Every Data view and intake step in the base, plus the four native forms that are not used.
- [Product Category](/systems/products/entity-product-category.md) - A standard name that groups products and services for browsing and reporting.
- [Feedback](/systems/systems-central/entity-feedback.md) - One report about a system, kept as it arrived, routed to the system's base by its key.
- [Subscription](/systems/tooling/entity-subscription.md) - A commercial plan for a workspace: price, cadence, payer and seats. It grants no access.
- [Cadence](/systems/core/cadence.md) - A shared interval and period-key convention selected by recurring work.
- [Feedback](/systems/crm/entity-feedback.md) - Report a problem, question or improvement in the CRM.
- [Integration records](/systems/kpis-okrs/integrations.md) - Read the Communication and Tooling records used by the collection workflows.
- [Organization in Products & Services](/systems/products/entity-organization.md) - Local use of Organization (mirror): sellers of offers, providers and owners of products and brands.
- [Membership in Systems Central](/systems/systems-central/entity-membership.md) - Local use of Membership (mirror): maintainers, reporters, accountables, deciders and assignees.
- [Seat Allocation](/systems/tooling/entity-seat-allocation.md) - One paid seat of a subscription assigned to an account. A seat is an entitlement, never a permission.
- [Campaign](/systems/core/campaign.md) - A shared initiative with an objective, audience, accountable organization and lifecycle.
- [Membership in CRM](/systems/crm/entity-membership.md) - Local use of Membership (mirror) in the CRM.
- [Tags in Products & Services](/systems/products/entity-tags.md) - Local use of the shared Core Tags catalog in the Products & Services catalog.
- [Organization in Systems Central](/systems/systems-central/entity-organization.md) - Local use of Organization (mirror): the business unit behind a membership.
- [Identity Binding](/systems/tooling/entity-identity-binding.md) - Ties one tool account to the person and membership behind it, for a period, with evidence.
- [Tag](/systems/core/tag.md) - A shared classification or provenance marker, distinct from the campaign a Deal is linked to.
- [Business Relationship in CRM](/systems/crm/entity-business-relationship.md) - Local use of BusinessRelationship (mirror) in the CRM.
- [Membership in Products & Services](/systems/products/entity-membership.md) - Shared membership records read from Core in Products & Services.
- [Tool in Systems Central](/systems/systems-central/entity-tool.md) - Local use of Tool (mirror): the platform a system runs on.
- [Access Grant](/systems/tooling/entity-access-grant.md) - One permission: one principal, one resource, the allowed actions and the period. The only object that grants access.
- [Business Relationship](/systems/core/business-relationship.md) - One organization’s standing to another, with dates and contact memberships.
- [Offer in CRM](/systems/crm/entity-offer.md) - Local use of Offer (mirror) in the CRM.
- [Department in Products & Services](/systems/products/entity-department.md) - Shared department records read from Core in Products & Services.
- [Tags in Systems Central](/systems/systems-central/entity-tags.md) - Local use of Tags (mirror): optional shared labels on systems, decisions, work and feedback.
- [Person in Tooling](/systems/tooling/entity-person.md) - Local use of Person (mirror) in Tooling and Access.
- [Organization in Communication](/systems/communication/entity-organization.md) - Local use of the Organization mirror in Communication.
- [Classification Term](/systems/core/classification-term.md) - A standard label within a named catalog and scope.
- [Classification terms in CRM](/systems/crm/entity-classification-term.md) - Local use of schema:DefinedTerm in the CRM.
- [Person in Products & Services](/systems/products/entity-person.md) - Shared person records read from Core in Products & Services.
- [Organization in Tooling](/systems/tooling/entity-organization.md) - Local use of Organization (mirror) in Tooling and Access.
- [Person in Communication](/systems/communication/entity-person.md) - Local use of the Person mirror in Communication.
- [Address](/systems/core/address.md) - A postal address shared by people, organizations and branches.
- [Team in CRM](/systems/crm/entity-team.md) - Local use of Team in the CRM.
- [Position in Products & Services](/systems/products/entity-position.md) - Shared position records read from Core in Products & Services.
- [Department in Tooling](/systems/tooling/entity-department.md) - Local use of Department (mirror) in Tooling and Access.
- [Membership in Communication](/systems/communication/entity-membership.md) - Local use of the Membership mirror: recipients and rule audiences.
- [City](/systems/core/city.md) - A city or municipality, created on demand from addresses.
- [Department in CRM](/systems/crm/entity-department.md) - Local use of Department in the CRM.
- [Team in Products & Services](/systems/products/entity-team.md) - Shared team records read from Core in Products & Services.
- [Membership in Tooling](/systems/tooling/entity-membership.md) - Local use of Membership (mirror) in Tooling and Access.
- [Department in Communication](/systems/communication/entity-department.md) - Local use of the Department mirror: binding subjects and rule audiences.
- [State](/systems/core/state.md) - A first-level administrative division of a country, with its ISO code.
- [Positions table: mapping gap](/systems/crm/entity-positions.md) - Local use of Positions in the CRM.
- [Classification term in Products & Services](/systems/products/entity-classification-term.md) - Shared classification term records read from Core in Products & Services.
- [Team in Tooling](/systems/tooling/entity-team.md) - Local use of the Team mirror, named Grid view, in Tooling and Access.
- [Team in Communication](/systems/communication/entity-team.md) - Local use of the Team mirror: binding subjects and rule audiences.
- [Country](/systems/core/country.md) - A sovereign country identified by its name and ISO alpha-2 code.
- [Position in CRM](/systems/crm/entity-position.md) - Local use of bds:position in the CRM.
- [Tags in Tooling](/systems/tooling/entity-tags.md) - Local use of Tags (mirror) in Tooling and Access.
- [Classification Term in Communication](/systems/communication/entity-classification-term.md) - Local use of the Classification Term mirror: the record type a rule reads.
- [Branch](/systems/core/branch.md) - A branch, office or site of an organization, never a second legal entity.
- [Tool Account in CRM](/systems/crm/entity-tool-account.md) - Local use of Tool Account in the CRM.
- [Tags in Communication](/systems/communication/entity-tags.md) - Local use of the shared Tags catalog in Communication.
- [Lead source](/systems/crm/entity-lead-source.md) - Map a Cal.com account to the accountable company and membership.
- [Tool in Communication](/systems/communication/entity-tool.md) - Local use of the Tool mirror: the tool a channel lives in.
- [Campaign in CRM](/systems/crm/entity-campaign.md) - Local use of Campaign (mirror) in the CRM.
- [Tool Workspace in Communication](/systems/communication/entity-tool-workspace.md) - Local use of the Tool Workspace mirror: the tenant a channel exists in.
- [Tasks](/systems/crm/entity-task.md) - One action someone must do by a date, linked straight to the people and companies it concerns.
- [Automations](/systems/communication/automations.md) - Which flows read or write Communication, and which are inactive.
- [Automations](/systems/core/automations.md) - The three coreId automations in Core and the n8n workflows that read or create Core records.
- [Automations](/systems/crm/automations.md) - See what runs, what is disabled and which records each flow writes.
- [Automations](/systems/products/automations.md) - Products & Services runs no automations; this page lists what does not happen on its own.
- [Automations](/systems/systems-central/automations.md) - What runs in Systems Central: one undeployed Airtable automation and no n8n workflow.
- [Automations](/systems/tooling/automations.md) - No Airtable automation runs here; see which n8n workflows read this base and what they never do.
- [Assign immutable identities](/systems/crm/identity-automation.md) - Why the CRM has no UUID automation since 2026-11-04, and how the deleted ones worked.
- [Maintain Communication](/systems/communication/operations.md) - Daily checks, safe changes and what to refresh when the base or a flow changes.
- [Operate and change Core](/systems/core/operations.md) - Who owns Core, what to check before a schema change and when to review these pages.
- [Maintain the CRM](/systems/crm/operations.md) - Review queues, report issues and verify changes without losing identities.
- [Troubleshooting](/systems/kpis-okrs/troubleshooting.md) - Recover failed collection without creating another response for the same occurrence.
- [Maintain the catalog](/systems/products/operations.md) - Review checks, report issues and change the schema without breaking the CRM's Offer mirror.
- [Maintain Systems Central](/systems/systems-central/operations.md) - Weekly review, safe changes and the triggers that require refreshing this documentation.
- [Maintain Tooling and Access](/systems/tooling/operations.md) - Review accounts and bindings, change synced views safely and retire access without losing history.
- [Troubleshooting](/systems/communication/troubleshooting.md) - Find the cause of failed, missing or doubtful deliveries without resending blindly.
- [Troubleshooting](/systems/core/troubleshooting.md) - Diagnose stale mirrors, duplicates, missing identities and incomplete Core records.
- [Troubleshooting](/systems/crm/troubleshooting.md) - Find the cause of missing records, stalled follow-up or incomplete bookings.
- [Maintenance](/systems/kpis-okrs/operations.md) - Maintain credentials, schema contracts and safe changes to the live collection system.
- [Troubleshooting](/systems/products/troubleshooting.md) - Find the cause of a warning, a missing offer in the CRM or a wrong seller.
- [Troubleshooting](/systems/systems-central/troubleshooting.md) - Fix routing warnings, blank names, missing feedback and a stale backlog.
- [Troubleshooting](/systems/tooling/troubleshooting.md) - Find why a Slack message, a Cal.com booking or a mailbox resolves to the wrong account or to none.
- [Known gaps](/systems/communication/known-gaps.md) - What the base does not do yet, configuration defects and pending decisions.
- [Known gaps](/systems/core/known-gaps.md) - Open decisions, schema defects and planned work in Core, each with its Work Item.
- [Known gaps](/systems/crm/known-gaps.md) - Separate observed behavior from historical descriptions and future work.
- [Known gaps](/systems/kpis-okrs/known-gaps.md) - Separate verified behavior, configuration limitations and improvements still to implement.
- [Known gaps](/systems/products/known-gaps.md) - What the proposed Products & Services domain includes but is not built, and where the live configuration departs from the rules.
- [Known gaps](/systems/systems-central/known-gaps.md) - What Systems Central does not do yet, what is broken and which Work Item tracks each one.
- [Known gaps](/systems/tooling/known-gaps.md) - Separate the base's current behavior from its descriptions, open defects and planned work.

## Automations

- [About automations](/automations/overview.md) - Which workflows live here and how each page matches the version running in n8n.
- [Cal.com Booking Intake](/automations/calcom-booking-intake.md) - Turns Cal.com bookings into CRM leads and meetings, creating the person in Core when needed.
- [Daily Digest](/automations/daily-digest.md) - Sends each accountable person a Slack DM with the KPI readings due today and logs each attempt in Communication.
- [Reading Reply](/automations/reading-reply.md) - Opens the KPI reading form from the Slack digest, saves the Observation with evidence and redraws the checklist.
- [Slack — Workspace Token Cache](/automations/workspace-token-cache.md) - Keeps each Slack workspace's bot token and user ready for other workflows, refreshed from Tooling every five minutes.
- [Email Capture](/automations/email-capture.md) - Reads the sellers' e-mail copied to non-reply@, resolves the CRM context and records each e-mail; inactive until set up.
- [Legacy — Email Logging](/automations/email-logging.md) - Superseded by Email Capture on 2026-11-06. Old per-mailbox design; inactive, never published.
- [CRM — Resolve Context](/automations/crm-resolve-context.md) - Sub-workflow: from a seller mailbox and a customer e-mail, returns the Membership, the person and the open Deal in the CRM.
- [Communication — Record Email](/automations/communication-record-email.md) - Sub-workflow: writes one captured e-mail as a Message in Communication and its thread as an Interaction in the CRM.
- [Email Capture — Health Check](/automations/email-capture-health-check.md) - On weekdays at 18:00, warns by e-mail when no captured e-mail reached the non-reply@ mailbox in the last 24 hours.

## Optional

- [llms-full.txt](/llms-full.txt) - UX rules and system guides in English as Markdown in one file.