Decide where a piece of material belongs

Foundation, collection, customer, project or campaign, and how to tell which.

In a pilot, we set this up with you. Send us what you already have and we build your foundation together. This guide is for when you want to add more yourself. Apply for the pilot

How toFeatures
01Why it is worth doing

Every question about where something goes is really the same question: who else should be able to see this. Answer it once per kind of material and the filing stops being a decision anyone makes twice.

02How you get there
  1. Ask one question about the material: who else should be able to draw on this?
  2. True of your whole company, whoever the reader is? That is your foundation. Your positioning, your voice and your proof live there, and everything you make can reach them.
  3. True of one thing you sell, across every customer who buys it? That is a collection. A product, a service, a category, an offer like a pilot. It is the container for what you sell that crosses customers on purpose, and it is what makes ready-made material for a sales team possible.
  4. True of an industry your customers work in, whoever the customer is? That is a sector. Give a customer its sectors, and what you hold about that industry comes with every piece you make for them.
  5. True of one customer, whatever you are doing for them? That is the customer. What they do, what they care about, what you have learned about them.
  6. True of one piece of work with a beginning and an end? That is a project under that customer. What you read there stays theirs and cannot reach another customer's work.
  7. Going out over a period, on a schedule? That is a campaign, and it keeps its own timeline.
  8. When you are unsure between two, pick the narrower one. Material can be connected to a collection later without moving, and narrowing something after it has been built on is the harder direction.
Gyrium, full screen with the menu on the left. Foundation, open on Essence, with the brand basics and purpose, vision and mission picked out. The callout reads: True of your whole company: your foundation.
Step 2Foundation, Essence · Your foundationDemo: a fictional cardiovascular research institute, with simulated figures.
Gyrium, full screen with the menu on the left. The Collections page, with the collection Imaging-guided assessment picked out. The callout reads: True of one thing you sell: a collection.
Step 3Collections · A collectionDemo: a fictional cardiovascular research institute, with simulated figures.
Gyrium, full screen with the menu on the left. The Customers page, with the customer Ashvale General Hospital picked out. The callout reads: True of one customer: that customer.
Step 5Customers · A customerDemo: a fictional cardiovascular research institute, with simulated figures.
Gyrium, full screen with the menu on the left. The Workspaces page, with the project Regional cardiac pathway partnership picked out. The callout reads: One piece of work with a start and an end: a project.
Step 6Workspaces · A projectDemo: a fictional cardiovascular research institute, with simulated figures.
Gyrium, full screen with the menu on the left. The Workspaces page, with the campaign Referring clinician outreach, autumn 2026 picked out. The callout reads: Going out over a period: a campaign.
Step 7Workspaces · A campaignDemo: a fictional cardiovascular research institute, with simulated figures.
What this uses
Collections

A collection gathers what your organization knows and says about one topic, such as safety or a law you work under, apart from what you sell, so a piece can be about that topic with or without a product.

Organizational Intelligence

The memory of your organization. Everything it knows, captured as sourced facts, structured by a curated taxonomy, and available to everything you make.

Governance

One source of truth. Sourced, isolated, approved, versioned, exportable, and owned by the customer.

Filing and share links

Every Expression files itself by context and names itself properly, and shares as a read-only, on-brand link you can revoke.

Business Development

Who you are talking to, where each conversation stands and what you owe them next, kept beside the knowledge you would answer them with.

See it hold your own work.

The pilot takes a small number of organizations at a time. Bring what you already have.

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