Docs

Collaboration

Rooms, decisions, Pages, Chat, Quick Decide, Pick-a-time polls, recaps, and how they connect to Plans.

Align offers several collaboration surfaces because not every conversation needs the same amount of structure.

Rooms and Aligns

Use a Room when a group needs to work through context and leave with an explicit outcome. A host can add documents, choose a review lens and timebox, invite participants, and run the discussion with text or configured voice/video.

During an Align, the product can track the agenda, answer from attached context, surface decisions, risks, and action items, and ask each participant to confirm completion. The completed session remains available in history with its record and extracted insights.

The Rooms dashboard includes:

  • Overview for recent activity and shortcuts;
  • Aligns for session history;
  • Decisions for first-class decision records;
  • Insights ledgers for decisions, risks, and action items;
  • Templates for repeatable session formats;
  • Quick Decide and Pick-a-time for lighter workflows.

Decision Center and Quick Decide

Decision records have status, ownership, rationale, related work, evidence, and an activity trail. They can be created from a Room, captured from Slack, promoted from an insight, or entered directly.

Quick Decide is the smaller async option. Share a link, collect choices, reasons and concerns, attach screenshots when needed, and let Align summarize the result. A poll can expire or escalate to a full Room when the choice needs discussion.

Recaps and Pick-a-time

A captured call can produce a public Notes by Align recap containing the summary, decision, action items, and open questions—never the private transcript. The owner can switch the public link off. Recap actions can be claimed by participants.

Pick-a-time collects availability through a shareable link. Connected calendars can suggest free times; the chosen time can then be added to Google Calendar or another calendar.

Pages

Pages is the collaborative document app. It supports:

  • rich collaborative documents and comments;
  • personal and workspace documents;
  • folders and recent-folder shortcuts;
  • Recent, Pinned, Shared with me, and Templates views;
  • public share links and a separate Trash view;
  • links from Projects and other Align records.

Notes saved from the browser extension become Pages and retain the source URL.

Chat

Chat provides workspace channels and direct messages. It includes presence, unread counts, reactions, attachments, stars, and calling. Channels belong to a workspace; direct messages remain available while you move between workspaces.

For external Slack conversations, the Slack integration can close a thread into a reviewed Decision or Work draft and post approved Align records back to Slack. This is separate from Align Chat and from the browser extension's on-screen Slack summarizer.

Choosing the right surface

NeedUse
A durable explanation or specPage
A normal team conversationChat channel or DM
A facilitated, context-heavy group decisionRoom / Align
A small async choiceQuick Decide
Availability from several peoplePick-a-time
Owned follow-throughPlans work item or Project

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