팀을 위한 내부 도구

내부 도구는 팀이 레코드를 관리하는 비공개 사이트예요. AI가 내 도메인에 만들어 주고, 워크스페이스 사람만 로그인할 수 있어요.

마지막 업데이트: · Markdown으로 보기

이 페이지의 목차

It is made of three things:

  • Team lists: the records your team keeps, such as deals, candidates or projects, in Lists.
  • Team sign-in: people in your workspace sign in with the login they use for Page Lemon, through Sign-in.
  • Rules: each list says who sees and changes what, so one person sees only their own rows and a field such as salary stays with managers.

AI에게 이렇게 말해 보세요

AI 채팅에 복사

PageLemon.com에 우리 영업 파이프라인 내부 도구 만들어 줘: 회사, 거래, 할 일

AI 채팅에 복사

Airtable에서 받은 이 CSV를 우리 거래 목록으로 가져와 줘

Your AI shows the lists, pages and rules in one message first. Nothing is saved until you say yes.

Five tools to look at first

Each one is a working sample with made-up data. Open it, click around, then ask your AI for the same thing with your details.

  • Quota: a sales pipeline. Demo requests from your website become deals, and your team moves them across a board.
  • Staffroom: an employee portal. A directory, time off that managers approve, and documents each person sees only for themselves.
  • Shortlist: hiring. Applications become candidates, and interviewers see only their own feedback.
  • Masthead: a marketing hub. A board and calendar for posts and newsletters, and ideas sent in from outside the team.
  • Workbench: projects and client work. Tasks, time against each project, and budgets only managers see.

A loyalty card for your customers is not an internal tool: see Loyalty and its sample.

미리 준비할 것

  • A workspace on a paid plan. See pricing. To set one up, see Workspaces.
  • The people who will use the tool, already in your workspace.
  • Your current records as a CSV file, if you're moving from a spreadsheet or another tool.

알아 두면 좋은 점

  • An internal tool can't also be an app for customers or have a site password: the workspace sign-in replaces both. It stays in its workspace.
  • Nothing from an internal tool appears on your public website, in feeds or in search. A form on one of your public sites can add records to it.
  • To test it, ask your AI to try the tool on a staging copy as someone in each group.
  • When someone leaves your workspace, their access ends at once.

뭔가 잘 안 되나요? 문제 해결하기를 확인하세요.

AI 어시스턴트용: 설정 가이드는 pagelemon.com/agents/internal-tools에 있어요.

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