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Mid-market expansion — Workbook WorkbookFormulaHistory

Goal

Should we launch a mid-market tier next quarter? Break it down and bring me a recommendation.

◇Competitor researchQueuedRunningDone

Research agent · Competitive research

8 competitors mapped — 3 launched a mid tier in the last 12 months. pricing pages · G2

№Usage analysisQueuedRunningDone

Data agent

Top-quartile accounts outgrow the Pro plan in 7 months. revenue tables

❝Customer feedbackQueuedRunningDone

Research agent · Analyze customer calls

31 of 90 sampled calls raise price; 14 ask for SSO. call transcripts

⚑RecommendationWaiting · 2 inputsWritingDone

Writing agent · combines the 3 blocks above

Launch a mid tier at $49/seat with SSO included. Modeled uplift: $410K ARR over two quarters. Reasoning and sources attached.

✓ 4 blocks · 3 agents · 6 sources · every figure traceable

The workbook

Meet the Yip workbook.

Start with a goal. Yip turns it into blocks of work — prose, metrics, tables, proposals, agent tasks. Nothing disappears into a chat scroll.

New workbook WorkbookFormulaHistory

◇“Research these companies”Done

Agent task · Research agent

8 companies, mapped and cited.

⌗“Compare their positioning”Done

Table · 8 rows × 5 columns, every cell sourced

❝“What are customers saying?”Running

List · Research agent, reading reviews & calls

⚑“Recommend what we should do”Waiting · 2 inputs

Proposal · waits for the two blocks above

›Look at how they price enterprise

Every ask becomes a block of work — it runs and stays.

Delegate

Hand the pieces to agents.

Agents work on different parts at the same time. You inspect the results and keep going.

◇ Research Researching competitors Running 1m 04s

◇ Research Reading customer calls Running 0m 41s

◇ Data Revenue analysis Done 12 tables

◇ Writing Draft recommendation Waiting on 2 inputs

Skills

Give them skills.

Reusable expertise, attached to agents — so the work is done your way, every time.

Competitive research

Map a market: players, pricing, positioning, motion.

Analyze customer calls

Pull themes, quotes, and objections out of transcripts.

Financial model

Build and sanity-check the numbers behind a decision.

Write product spec

Turn research and requirements into a reviewable spec.

Review code

Read a change the way a careful senior engineer would.

＋ Yours

Save the way you work as a skill. Reuse it. Share it.

Combine

Bring everything together.

Results land back in the workbook — structured, editable, connected. Keep shaping it by talking to Yip.

“Add customer sentiment.”
“Have another agent verify this.”
“Turn this into a launch plan.”

Mid-market expansion — Recommendation WorkbookFormulaHistory

Recommendation

Assembled from 3 blocks · 6 sources

Modeled uplift

$410K

Payback

2 qtrs

Calls citing price

31/90

Launch the mid tier at $49/seat with SSO included. 3 of 8 competitors added one in the last year, and 31 of 90 sampled calls raise price as the blocker. Uplift holds at $410K, pending the churn re-check.

›Have another agent verify these numbers

See how the work happened

Every block has a formula.

Instructions, sources, agents, dependencies — the structure under the work, one click away. Like the formulas under a spreadsheet.

mid-market-expansion · formula WorkbookFormulaHistory

goal

Setby you

competitor-research

DoneResearch

usage-analysis

DoneData

customer-calls

RunningResearch

recommendation

Pending1 dep

Control

Stay in control.

You decide what agents can touch and what waits for your approval. See the sources. Watch the work. Correct anything.

Read CRM & call transcripts

Allowed for the Research and Data agents

Edit this workbook

Allowed — every change kept in history

Post to #strategy

Asks you first

Email anyone outside the team

Asks you first

Waiting on you

The recommendation is ready for #strategy. Post it?

Approve & post Edit first

Work that keeps working

Work that stays alive.

Say “keep this current.” The workbook watches its sources and proposes updates when reality changes.

Recommendation · watching 4 sources WorkbookFormulaHistory

Recommendation

Watching pricing pages & revenue tables · last checked 7:02 AM

~~Acme's mid tier is $39/seat.~~ Acme raised its mid tier to $45/seat. pricing page · today

~~Modeled uplift: $410K ARR.~~ Modeled uplift: $438K ARR. recomputed from the change

Proposed update

Reality moved. Update the recommendation to match?

Approve update See what changed

What people build

One surface, many kinds of work.

For product managers, engineers, analysts, marketers, consultants, researchers.

Understand a market

Research competitors → analyze positioning → read customer feedback → recommendation

Plan a launch

Research → positioning → project plan → launch assets → track progress

Make a business decision

Pull metrics → investigate causes → model alternatives → recommend action

Build a feature

Research → requirements → technical plan → implementation → review

Any workbook can become a template — run it again next quarter, or hand it to a teammate.

Your world

Works with the rest of your world.

Agents read and act in the tools you already use.

Slack · Gmail · GitHub · Notion · Google Sheets · Linear · Salesforce · Stripe · and more

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