Shared SurfaceGuide

The Room You're Sitting In

The Shared Surface is the room where everyone can see what's happening. Every desk, every update, one place.

JE
Josh Erhardt
Head of Growth
āš” Working on ICP scoring rubricā€¦
BU
Bill Updegraff
CEO
šŸš€ Shipped brand guidelinesā€¦
JG
Jon Gross
VP Media Trading
šŸ”µ Discovery: CTV sub-tier pricingā€¦
E
Eric
Strategic Advisor
āš” Working on pre-meeting dossier templateā€¦
PD
Paul David
Content & Web
šŸ”µ Discovery: website over-explains programmaticā€¦
WC
Wilson Cruz
Operations
āš” Working on ops workflow automationā€¦
This is the feed. Everything your team is doing, in one place.
Recent Activity
šŸš€
ICP scoring rubric drafted
Josh
šŸš€
Brand guidelines v2 finalized
Bill
šŸ”µ
CTV sub-tier pricing analysis complete
Jon
šŸ””
Need input on attribution model approach
Eric
āš”
Working on website content audit
Paul

How Work Actually Happens

Individual work in Claude. Coordination on the Surface. Three layers, one system.

The Shared Surface
Team awareness
The feed, workstreams, attention queue, decisions, files ā€” everything the team needs to stay in sync.
Claude Projects
Where work happens
The Foundation
Bill
Growth & Pipeline
Josh
Website V2
Paul
Pipeline & Outreach
Josh
Blueprint Portal
Bill
Pittsburgh Event
Eric
Reporting & Dashboards
Jon
Attribution Model
Jon
Each project has its own instructions, knowledge base, and conversations. Claude knows the context of whatever project you're in.
Claude Team Workspace
5 seats, one team
B
Bill
J
Josh
J
Jon
E
Eric
P
Paul
W
Wilson

Inside a Project

Work happens in Claude conversations. When something meaningful is done, Claude suggests sharing it with the team.

āœ¦
Claudein Growth & Pipeline
Shared Surface Feed
šŸ”µJon2h ago
Discovery: CTV sub-tier pricing analysis complete
āš”Eric3h ago
Working on pre-meeting dossier template

The Feed

How to read and use the feed. Every post has a type, so you know what kind of update it is at a glance.

āš”
Working on
I'm doing this right now
šŸŸ¢
Decision made
We decided this; it's canon
šŸ””
Need input
I need someone's help
šŸ”µ
Discovery
I learned something the team should know
šŸ”“
Blocker
I'm stuck
šŸš€
Shipped
This is done and live
Feed Example
āš” Working on
Every post has a type
JE
Josh
2h ago
ICP scoring rubric v2 with weighted dimensions. Added digital maturity signals from the London deck.
@Bill
Flag someone for their attention
šŸ’¬ 3 replies
Click to open a thread
Try it yourself
Pick a type, write a sentence, and hit Post. (This is a demo ā€” nothing is actually saved.)

The Sidebar & Workstreams

Ambient awareness and project depth. See everything at a glance.

Workstreamsā“˜
Needs Attentionā“˜
Review ICP scoring rubric
from Josh
Approve CTV tier pricing
from Jon
Feedback on dossier template
from Eric
Team Pulseā“˜
J
Josh5 min ago
B
Bill12 min ago
J
Jon1h ago
E
Eric3h ago
P
PaulYesterday
W
Wilson2h ago

The Loop

A day on the Shared Surface. Open, see, work, share, repeat.

9:00 AM
Check the feed
See what happened overnight.
šŸš€Bill shipped brand guidelines
šŸ”µJon: CTV sub-tier pricing analysis
āš”Eric working on dossier template
9:10 AM
Check your attention queue
Josh flagged you.
Review ICP scoring rubric ā€” from Josh
9:15 AM
Open Claude
Work on the review in the ICP project.
āœ¦Claudein ICP project
Working on rubric review and refinements...
10:30 AM
Done. Claude suggests a post
You approve.
šŸš€Shippedā†’ Feed
10:31 AM
Mark queue item done
Team sees "Resolved."
āœ“Resolved: Review ICP scoring rubric
2:00 PM
Jon posted a discovery
Reply in the thread.
šŸ”µ Jon: CTV sub-tier pricing locked in
Your reply: "Great ā€” does this affect Q2 forecasts?"
5:00 PM
Post a breadcrumb
What you did today, for tomorrow.
āš”Working on
Wrapped ICP review, outbound sequence next.
That's the loop.
Open ā†’ See ā†’ Work ā†’ Share ā†’ Repeat
Start using the Surface ā†’

Quick Reference

Everything at a glance. Bookmark this page.

āš”
Working onI'm doing this right now
šŸŸ¢
Decision madeWe decided this; it's canon
šŸ””
Need inputI need someone's help
šŸ”µ
DiscoveryI learned something the team should know
šŸ”“
BlockerI'm stuck
šŸš€
ShippedThis is done and live
New postn
CloseEsc
Navigate postsj / k
Open threadEnter
Help?
BU
Bill UpdegraffCEO
JE
Josh ErhardtHead of Growth
JG
Jon GrossVP Media Trading
E
EricStrategic Advisor
PD
Paul DavidContent & Web
WC
Wilson CruzOperations

At the end of any Claude conversation, Claude may suggest posting to the Surface. Say yes and it writes directly.

You can also ask Claude "what's the status of [project]?" and it reads from the Surface via Notion MCP.