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2026.8.31

Teammates keep their files, act in bulk

A note your teammate wrote yesterday can be reopened today. Tagging, noting or scheduling a hundred Contacts is one action, and a follow-up reaches who was messaged.

  • teammates
  • bulk-operations
  • files

Two things a teammate should have been able to do and could not: reopen a file it saved, and act on a list of people in one step. “Message everyone tagged open house, then tag them and schedule a check-in” now works end to end.

Files a teammate can come back to

  • List, read and edit — a teammate can browse its own folder, open a file by name and edit it in place. Before this, a saved file could never be reopened.
  • Its own folder only — the server enforces the boundary on every read and edit; it is not something the teammate could be talked out of.
  • Downloaded content stays fenced — anything a teammate saved from the web keeps its untrusted label when read back, so a downloaded page cannot smuggle instructions in through a file.
  • One switchWorkspace files in the teammate’s Capabilities panel governs the whole bundle, on by default.

Lists in one step

  • Tag, note and schedule accept a list — up to 100 Contacts per action. A run that used to take about 80 separate steps now takes three, and finishes in seconds.
  • All or nothing — a batch that fails partway is rolled back, so a retry cannot double-post notes or create duplicate reminders that message real people twice.
  • Bulk sends hand back their audience — the teammate knows exactly which Contacts were reached, so a follow-up tag lands on those people and no one else.
  • Scheduling many asks first — recurring check-ins for a list of Contacts need an explicit confirmation with the count read back. Single-contact scheduling is unchanged.
  • A Contact you cannot edit is reported per Contact — the rest of the batch still applies.

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