CLEVERTREK OVERVIEW

Building Knowledge Vaults as it Grows.

Preserve what has been learned

Spaces, curated content, connected data and governed AI — Clevertrek brings the work and the context together, so the right answer is always one space away.

Spaces & permissions Curated content Connected data Agent tools AI governance

NEXT GENERATION TOOLS

Human managed. AI assisted.

Your team already uses AI. Clevertrek turns it into a system — curated by people, executed by agents, governed end to end.

Knowledge and AI governance

BYOK keys, per-user caps, space enrollment and an auditable ledger. Your team's AI stays governed, visible and under control.

  • Bring your own corporate key (BYOK)
  • Per-user usage caps and quotas
  • Space-level enrollment and access
  • Full, auditable usage ledger
Workspace governance BYOK corporate key Active Per-user quota cap Audit ledger Monthly usage

Service as an Agent Tools

Planner, Talk to Report, Clever Tables and more — each addon runs as an agent with its own tools, scoped to your workspace context.

  • Each addon runs as a scoped agent
  • Tools limited to your workspace context
  • Planner, Talk to Report, Clever Tables & more
  • Plain-language instructions, repeatable runs
Instructions to follow Agent Score this week's leads by zone, then draft the executive report and share it. Tables Report Planner Run agent ↑

Curated Content Vault

Knowledge curated by people, not scraped by machines. Tagged, permissioned and searchable across every space.

  • Curated by people, never scraped
  • Tagged and permissioned per space
  • Searchable across every workspace
  • Likes, related knowledge & quick add
Q2 Growth Playbook Curated by Marta · 12 links marketing funnel GA4 Attribution Notes Curated by Leo · 8 links analytics

Silo Project Architecture

Project Hubs keep work isolated by design. Context and permissions travel with each space — no leaks, no collisions.

  • Project Hubs isolate work by design
  • Context & permissions travel per space
  • No cross-project leaks or collisions
  • Switch projects without losing focus
PROJECT HUBS · ISOLATED CONTEXT Project A 4 members Project B 6 members Project C 3 members

Private and Public Spaces

For client management, team workspaces or public knowledge hubs — every space sets its own visibility and access.

  • Per-space visibility controls
  • Private spaces for clients and teams
  • Public hubs for shared knowledge
  • Invite, approve or revoke access
Space visibility Private Clients & team only Public Anyone with the link

Ready to use

Nothing to configure. Clevertrek ships turnkey — connect your stack and your team is working in minutes.

  • Turnkey — nothing to configure
  • Connectors linked out of the box
  • Addons and permissions preset
  • Your team is working in minutes
Workspace ready Turnkey Connectors linked Addons installed Permissions ready All set · no configuration

CONNECT PERSONAL & CORPORATE SPACES

Daily Professional Tasks Transformed into Contextual Assets

HOW IT WORKS

From scattered to shared in three steps

01

Create your spaces

Spin up a workspace for a team, a client or a project. Set who's in and what they can see.

02

Curate and connect

Add the links, files and notes that matter, and connect your data sources. The context builds itself.

03

Put AI to work

Run agents on your knowledge — score leads, draft reports, answer questions — governed end to end.

Ready to give your team's knowledge a home?

Start free. Bring your spaces, your people and your context.