November 2026: tell Rople the update you need, in your own words
Describe the update the way you'd say it to a colleague: "sales performance for the year so far, for Tuesday's meeting". Rople works out who it's for, what the meeting needs to leave with, the period and what it should cover, and builds the deck with you.
- Any period. Year to date, a half, a year, the last 90 days, or any dates you name, each set against the right comparison: the same dates last year for to-date periods, the span before for the rest.
- It asks, never stalls. When Rople isn't sure, it asks a short question with its best suggestion picked ("Year to date: 1 Jan – 3 Nov 2026?"). One tap and it carries on.
- See the storyline first. The slide titles in order, the data each one uses and the layout it takes. Reorder, remove, add or redirect it in words ("make it more about pipeline"). Free until you build.
- Your company's look. Give Rople your brand guidelines, a past deck, your website or a few words ("dark green and gold, formal"), and decks use your colours, font and logo. Admins can save it for every deck in Settings. With nothing given, decks use a clean, neutral look, so decks made before you save a look now show in the neutral look.
- Built in clear layouts, from a summary and key numbers to a roadmap, plan vs actual, risks, decisions needed and next steps with owners. Every figure still comes from your records.
On Pro and Custom. See Updates.
November 2026: Rople designs the deck
Say what update you need in a sentence, and Rople designs the deck from your workspace's records.
- One box. "I'm planning my Monday meeting and want to see where we are against our goals." Rople asks up to three quick questions only if it must, then shows its plan before it spends anything.
- A real deck. An executive summary first, one message per slide under a headline that says the takeaway, the right chart for each number, and speaker notes. Every figure comes from your records and links to them.
- Change it in words. "Make it shorter", "add a slide on cash", or edit any slide yourself.
- Present it properly. Full screen for the projector, a presenter view with your notes and the next slide, and clicker keys.
- Download .pptx. A PowerPoint file with editable charts and your speaker notes.
- Your name on it. Your company's name is on the title slide and in the footer of every slide.
See Updates.
1 November 2026: Updates
The weekly, monthly, project and board reports you used to build in slides, built by Rople from your records. You add the judgement and the decisions you need; your readers read it on their phone and answer on it.
- Built from your records. Every figure is counted from the workspace, set against the last period with a small trend, and links to what it was counted from. Health is worked out, never picked.
- Decisions needed become tasks for their owners when you publish, and come back on the next update.
- On a schedule or on request. A series makes the draft on the day and puts a card in your My work. On Pro and Custom, ask Rople for "a sales update for October" and confirm what it understood.
- Frozen when published, with "as of" on it. A wrong figure is corrected in a version 2 that shows what was reported before.
- Read as slides, with your company's name on the title slide and every slide; present them full screen, or print a PDF.
- In the sidebar, just under My work, in the phone's tab bar (Search moves to the top of the screen), and in My work as cards: what is ready for your words, what is missing, and what waits for your answer. Starter, Pro and Custom.
A reader only sees the parts that come from modules they can open. See Updates.
1 November 2026: Rople AI says why work is stuck, and has the fix ready
On Pro and Custom, your morning brief, close of business and weekly review now open with How to unblock it: for each stuck item, the evidence, Rople's read of why, what to do, and a draft or change waiting for your yes. Look into this takes a deeper look at any item with live records, usually for 3 credits. In the panel, facts link to the records they came from and Rople's own view is marked My read, so you can always tell the two apart. See Rople AI.
20 October 2026: the Recruitment & staffing pack
Recruitment agencies get a workspace of their own. Choose Professional services, then Recruitment & staffing under What kind of firm?, and the workspace opens in the agency's words: Leads, Business development, Clients, Mandates and Services. People › Talent reads Succession.
- Candidates. The agency's pool, with a lawful basis, a consent log and a retention date on every candidate, a duplicate check on phone and email, and a CV of up to 4 MB kept privately. Pay and CVs are for the candidate's owner, a consultant putting them forward, a manager in Consulting and org admins.
- Shortlists. Every candidate in play, from Sourced to Placed. A CV is sent only once the candidate has agreed to be put to that client, and interviews are booked through Meetings.
- Placements. The fee from the agreed monthly pay, the months in the package and the fee %, invoiced on the start date or the offer, and chased in Collections. Retained searches bill in stages, and the shortlist stage falls due when it is marked presented. Each placement runs a replacement guarantee; a leaver inside it is settled as a refund, a replacement or no refund.
- Outsourcing. An agreement per client, its deployed staff, and a monthly bill of pay and statutory costs as entered, plus the management fee, with VAT and WHT on the fee.
- Consultant figures, read from placements and never typed.
Rople's own workspace can show it with the Demo pack switch. See Recruitment.
The new layout
The old sidebar grouped pages under Work, Revenue, Operations, People, Finance, Intelligence and Workspace. The new one has three rows of your own at the top, Home, My work and Inbox, then seven modules in the order work moves through a business. Each module answers one question:
- Growth — how work is won.
- Clients — how relationships are sustained.
- Work — how it is delivered.
- Finance — money in, money out, and whether it pays.
- People — who is responsible, who has capacity, who needs to grow.
- Organisation — structure, people, rules and the shape of the workspace.
- Intelligence — what is happening, what is at risk, what needs a decision.
Click a module and it opens on its overview, and unfolds in the sidebar to show what is inside it. Growth, Clients, Work, People and Organisation have an overview page with a sentence about the module, its figures, what in it needs you, and a card for each part of it. Finance and Intelligence open on their Position page.
Modules made for your company (marked Custom) and modules your workspace built for itself (marked Built) now sit inside the module their work belongs to, rather than in a list of their own at the bottom. A row marked Soon is planned and not built yet; opening it says what it will do and what to use until then.
Three smaller changes to how you get around:
- Create. Home, My work and every module overview have a Create button at the top right for starting a task, meeting, issue, project, lead, proposal, campaign, purchase request, document or lesson, showing only what your seat may create.
- Back and forward. Move the pointer to the top of the screen and a small bar with back and forward arrows appears at the top left of the page.
- The profile menu. Your name at the foot of the sidebar opens it. Besides your profile, Workspace settings, Archive & trash, the guides and Appearance, it now holds Plan & billing.
Getting started describes the layout in full, including the phone's tab bar.
Where things moved
Every row of the old sidebar, and the places reached from Home and the profile menu, with where each one is now. Your records did not move with them; only the way in did.
| Before | Now |
|---|---|
| Work › Home | Home, at the top of the sidebar |
| Work › Inbox | Inbox, at the top of the sidebar, and the bell at the top right of a page |
| Work › My work | My work, at the top of the sidebar |
| Work › Meetings & Tasks (a panel) | Work › Tasks, meetings & to-dos: Tasks, Meetings and To-dos are pages now. The quick-look panel opens from the Meetings page. |
| Work › Knowledge Base | Work › Knowledge › Library, with Lessons beside it |
| Revenue › Relationships | Clients › Accounts |
| Revenue › Leads & pipeline | Growth › Leads & pipeline |
| Revenue › Clients & Accounts | Clients › Engagements |
| Revenue › Inventory | Growth › Offerings |
| Offerings › Subscriptions | Clients › Subscriptions, a row of its own (still on each engagement too) |
| Operations › Projects | Work › Projects |
| Operations › Workflows | Work › Workflows |
| Operations › Procurement | Finance › Payables, where requests are decided and money is sent. To raise a request and follow it, use Work › My requests. |
| People › Goals & KPIs | People › Goals & KPIs |
| People › Feedback, Reviews, Recognition | People › Performance › Feedback, Reviews, Recognition |
| People › Development (My Plan, Learning Library, Team Resources) | People › Development, with the same three rows |
| People › Talent | People › Talent |
| Finance › Finance: Position | Finance, which opens on Position. Budgets is still a tab there. |
| Finance › Finance: Receivables | Finance › Collections |
| Finance › Finance: Accounts | Finance › Cash book |
| Finance › People & Pay | People › Pay & incentives |
| Intelligence › Insights › Dashboards & Reports | Intelligence, which opens on Position |
| Intelligence › Insights › People Analytics | Intelligence › People analytics |
| Intelligence › Manager Cockpit | People › Manager Cockpit › Team health, with Workload & capacity beside it |
| Ask Rople AI, at the foot of the sidebar | Still at the foot of the sidebar, in the workspaces that have it. While its answers are being checked it is open only to a pilot workspace. |
| Workspace › Builder | Organisation › Builder, in the workspaces that have it |
| Workspace › Admin › Organisation | Organisation › Structure |
| Admin › Organisation › Approvals, Relationships | Organisation › Rules & automation: Approvals & limits, and Client care |
| Workspace › Admin › People | Organisation › People & access › People |
| Workspace › Admin › Module Access | Organisation › People & access › Module access |
| Workspace › Admin › Review Cycles | People › Performance › Review rounds |
| Workspace › Admin › Compliance | The Audit trail button at the top of Organisation › Structure |
| Your day (a button on Home) | The Your day tab at the top of My work |
| Your business day (a button on Home) | The Your business day tab at the top of My work, for the head of the business |
| Account (profile menu) | Profile in the profile menu, which now has a Work tab for your hours and time off |
| Archive & trash (profile menu) | Archive & trash in the profile menu, unchanged |
| Workspace settings › General, Notifications | Account › Profile and Account › Notifications: they are each person's own |
| Workspace settings › Billing | Plan & billing in the profile menu, for the workspace owner |
| Workspace settings › Workspace | Workspace settings › Workspace, unchanged, beside a new Integrations tab |
What's been added
Grouped by the module it lives in.
Growth
- Proposals. Build a proposal from your offerings, line by line, with versions. A discount over the workspace's limit waits for a manager's approval. Print it or save it as a PDF, mark it sent, and when the client accepts, it opens the engagement with its lines and terms. See Proposals.
- Campaigns. A marketing plan on a calendar (posts, ads, events, print and more), each item with a date, a status, an owner and a budget, and its results once it has run. Campaigns carry their spend, so cost per lead and cost per close are worked out.
- Partners & referrals. Everybody who introduces work to you, with who they introduced, the commission each has earned and what is still owed. Leads and engagements record who introduced them.
- A call button on a lead. On a phone it dials; on a desktop it shows the number to copy, and Log this call opens the call form.
Clients
- Account targets. Set what an account should bring in over a period, as money collected or business booked. While a target runs, the account's health reads its pace against it.
- Subscriptions. Every client's subscriptions in one list, with what renews when, and an Edit action for name, price, billing cycle, renewal date, notice period and who looks after it.
- Onboarding. Every new engagement gets a checklist from your workspace's own list for its kind of engagement, and a board shows each one by the step it is waiting on.
- Service. What clients raise, requests and complaints, on a board with a response and resolution clock.
- Allocations, in real estate workspaces: which unit each buyer has been given, and on what payment.
See Clients and accounts and Relationships.
Work
- Tasks, Meetings and To-dos as pages. Every task wherever it was raised; meetings with agendas, decisions and the actions that come out of them, including brainstorms whose action points become to-dos; and your own to-do list.
- Sub-tasks. A task can have sub-tasks one level deep, each with its own owner and date, and the parent shows how many are done.
- Next up. Each project says what to pick up next.
- Task statuses a manager can change, and estimated hours on every task, which Workload reads.
- My requests. Raise a purchase request and follow it to payment, with what your requests add up to.
- Schedule. People, contractors and resources on one week, with time off and clashes shown.
- Quality & issues. Raise what went wrong on a task, a milestone, a project or a supplier, with a clock on the response and the fix, and corrective actions as tasks.
- Evidence. A milestone can require proof before it is complete: files, or records already in the workspace linked as evidence.
- Lessons. What a project taught you, written at close-out, and where it went next: a procedure, a development plan or a measure.
- Furnishing, Site reports and Store room, in real estate workspaces. See Allocation, furnishing and site reports.
Finance
- Billing. Invoices raised from each engagement's terms (deposits, instalments, milestone payments and recurring bills), with credit notes and receipts, and an invoice that prints with your legal details.
- Collections. Who owes what, a promise to pay you can log and follow, and who is chasing each debt.
- Cost & margin. What the work earned against what it cost.
- Cash forecast. Thirteen weeks of money expected in against money committed out.
People
- Skills & certifications. What each person can do, how well, and what they are certified for, and who can take a job.
- Network. Everybody the business works with but does not employ.
- Workload & capacity. Each person's week, weighed against their hours and their time off, with hours per role.
Organisation
- Suppliers and Resources: who you buy from, and the vehicles, tools, equipment, rooms and licences you deliver with.
- Procedures. Your procedures, their owners, and the lessons waiting on them.
- Rules & automation. Every rule the workspace runs on in one place: approvals and limits, collections, issue response times, alerts and escalation, lead assignment, client care and goals.
- Master data. The lists everything else picks from: stages, sources, payment plans, invoicing and tax, onboarding checklists and more.
- Integrations, in Workspace settings: website forms, Google Ads lead forms, email, email-in, Google Calendar, Paystack, and a public API with outgoing webhooks can be set up now. More are listed as coming or planned. See Integrations.
Intelligence
- Cycles. Your workspace's own periods (monthly, quarterly, half-yearly, yearly or your own dates). Home, goals, reviews and targets all read the cycle running now. See Cycles.
- Operations, Clients, Forecasts and Process analysis: how the work is flowing, health across the whole book, revenue and capacity ahead, and where processes wait.
- Alerts. Every alert rule in one list, and the alerts that are yours at the top of My work.
Home and you
- Focus mode. My work with a timer: pick what you will do, give each a number of minutes, and work through them. See My work.
- Module overviews, the Create button and the back and forward bar, described above.
- Sign-in. A new sign-in page, sign-in with Google, and a guided setup for a new workspace that starts from your industry.
What hasn't changed
- Your data. No record was moved, renamed or deleted. Every lead, project, goal, invoice and document is where it was; only the sidebar around it changed.
- Your work. My work raises the same rows from the same records, and your goals, reviews and feedback are as you left them.
- Your links. The pages kept their addresses, so a bookmark or a link in a message still opens the same page, and the sidebar unfolds around it.
- Who can see what. Access is decided by seat, level and department as before. Moving a page to another module did not open it to anybody new.
- Your workspace's words. If your workspace calls Leads "Enquiries" or Projects "Matters", it still does.