New demo workspace seed
- A ready-made demo seed for a small creative-studio setup: CRM + Projects processes, users & teams, a simple finance setup (EUR, VAT profiles, cash account), invoicing templates and a lightweight bucket registry. Workspace admins can apply this seed when setting up a demo workspace.
- The CRM seed includes a staged lead pipeline, stage gates (notes, meeting and file requirements), follower tools (research docs, tasks, calendar) and template-driven estimation/contract tools so you can try a realistic lead → project flow.
- The Projects seed includes a finance-first delivery flow with two invoicing structures (milestone/retainer) and VAT profiles so the demo shows realistic invoices and ageing behaviour.
Auto-tag people from CRM leads
- When lead attributes are written or a lead moves stages, ProHQ can now automatically add tags to the contact person in the People CRM (for example: category, region or lifecycle tags like “Client”).
- Tags are merged (deduplicated) and are only added — they won’t be removed automatically.
Share files with clients via signed links
- You can mint a signed public link for a file so external clients can download it without signing in. Links default to 30 days and can be set up to 90 days.
- Drive now has an easy “Copy client link” action on file cards that creates the link and copies it to your clipboard.
- The public link redirects to a short-lived download URL and supports inline preview for images/PDFs when no attachment filename is forced.
Smarter AI & server-written documents
- AI context now includes richer contact/company details when a party field is present (email, phone, website where available), so automatic research and generation have more useful input.
- AI auto-run outputs can carry a human-friendly label (used as the created output’s title) and the server waits a little before running so recently-written attribute rows are included in the AI context.
- Markdown produced by server-side AI is converted consistently into the editor format; documents that are updated server-side (for example by an AI run) will be swapped into the open editor automatically if the editor is still empty.
Richer calendar defaults & meeting types
- The calendar tool now supports per-meeting-type presets (for example: a compact “Follow-up” type or full “Meeting” type) that can change the dialog’s fields, default duration, conferencing mode and reminder behaviour.
- You can map default meeting types per stage so creating an event while a lead is in a given stage preselects the right type and preset.
- The event dialog gained explicit conferencing control (google_meet, custom link, in-person, or none), a default record/transcribe toggle, and smaller “minimal” presets so quick follow-ups only show the necessary fields.
- Meeting dialogs are prefilled from the instance’s attributes (client/title/guests) when available, and the meeting list shows the meeting type badge where configured.
- A Notes shortcut is now one click away from meeting actions so you can capture call outcomes faster.
Stage gates: calendar rule options & better resolvers
- Calendar-based stage gates can now require an upcoming event only (not just any past event) and/or require a specific meeting type (for example, require a scheduled follow‑up). The stage-gate builder exposes these options.
- When a gate opens the calendar to satisfy its requirement, the event dialog is prefilled with the tool’s calendar defaults and the gate’s demanded meeting type.
Auto-created tool instances & file instance fixes
- Multi-instance tools (documents, files) can be configured to auto-create named instances either when the process reaches a particular stage or on first open. The builder exposes an "Auto-created instances" setting so processes can include helpful pre-filled folders and docs.
- Existing file tool instances created before this change that lack the deterministic partition key are healed so uploads and the Drive view resolve correctly going forward.
- Various smaller polish and reliability improvements across AI, calendar and seeding flows (behind the scenes).