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Product workflow

Capture and route work from Home

Use Add anything for a note, file, link, or voice recording. Zentrik saves the source, suggests where it belongs, and lets you choose another path.

Capture the material while it is fresh. Decide what it means after Zentrik has read it. Nothing changes a product until you approve the proposed changes.

Capture and choose

  1. On Home, select Add anything.
  2. Add the material and select Add. You can leave the progress view while Zentrik works.
  3. Accept the suggested next step, or select Choose another use.
ChooseWhen the source containsResult
Capture evidenceDirect feedback or a grounded research observationA Signal in Discovery
Shape a solutionA capability, solution concept, or product betAn idea to develop
Teach Zentrik about the productWhat a product is, does, or measuresProduct changes to review
Use as contextReference material or durable guidanceSearchable context
Keep the source onlyMaterial to preserve without another recordThe saved source

The original source stays saved whichever path you choose.

Choose Capture evidence for something you learned. Choose Shape a solution for something you may build, even when the note mentions a competitor.

Review product changes

If you choose Teach Zentrik about the product:

  1. Choose the product and select Prepare review.
  2. Open each proposal and compare the current and proposed values.
  3. Open Source when you want to check the excerpt.
  4. Select Use suggestion, Keep current, or Edit. For a new record, add it or skip it. Larger reviews also offer Select for applying several changes together.

Only applied changes update the product. Other decisions stay under Reviewed and can be restored.

Product knowledge review with grouped proposals, a source-backed comparison, and clear edit, reject, and apply actions.

Review one proposal against the current product and its source, then edit, reject, or apply the change.

Continue from here

Related guides

01Workspace contextFlat context for company and market narrative, plus named records (product, OKRs, personas, KPIs, features) so Discovery and initiatives stay aligned with how you run the product.02Feature tree setupUse first-party product knowledge to build a Zentrik feature tree, capture safe product screenshots, and attach them through MCP or the API.03Evidence → initiativesHow customer signals become evidence, insight patterns, shared bets, solution ideas, and committed initiatives in Zentrik.

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