Description:Nestly IQ is an AI-powered business workspace that unifies notes, tasks, and analytics to help teams work faster and make smarter decisions. It centralizes your documents, projects, and data into one secure hub, then uses AI to summarize information, surface insights, and suggest next steps. With real-time dashboards, powerful search, and seamless integrations, Nestly IQ streamlines daily work for founders, project managers, sales ops, and analysts.
Core features include AI insights that summarize reports and meetings and turn them into action items, unified data and dashboards that connect spreadsheets, CRM, and support tools for live tracking and alerts, and collaborative workflows with task assignment, approvals, templates, and automation. Designed for high-efficiency teams, it supports cloud collaboration, role-based access, and enterprise-grade security. Keywords: AI productivity, business intelligence app, workflow automation, team collaboration, knowledge base, analytics dashboard.
How to use:1. Download the app and sign up with your work email, then create a workspace and invite your team.
2. Connect your tools such as Google Sheets, Excel, Slack, and CRM, or import CSVs and documents to centralize data.
3. Choose a template to get started, like Project Tracker, Sales Pipeline, or OKRs, and customize fields to match your workflow.
4. Capture knowledge by uploading docs or meeting notes, then use AI to summarize content, extract tasks, and generate follow-ups.
5. Build a dashboard with key metrics, set alerts and automations for reminders and approvals, and share with stakeholders using permissions.
6. Use global search and filters to quickly find files, tasks, and insights, and iterate on processes with reusable templates.