Skip to main content

October 2025 Newsletter

Jaime Rivas
Jaime Rivas
Founder of Synergy

2025-10

Welcome to the SynergyOS Monthly Newsletter for October 2025

Welcome to the SynergyOS Monthly Newsletter for October 2025. This month we’re releasing a major upgrade to the AI Copilot with OpenAI’s new Agents SDK.

AI Copilot Chats​

We upgraded SynergyOS Copilot with multi-step planning, tool use, longer context, and smoother streaming. It works inside Chats and respects your organization’s permissions, retention, and audit policies.

Chat

What you can do​

  • AI chat, saved in your folders
    Start a ChatGPT-style conversation that lives inside any SynergyOS folder. Your team can revisit, continue, and reference it later, just like any other item.
    Use it for: brainstorming, drafting, quick research.
    Tip: reference one or more files to compare; Copilot highlights differences and suggests review points.

  • “Summarize this file” and write to the item description
    Copilot reads a file, generates a concise summary, and saves it into the Description field. This boosts discovery because you can filter and search just the description field for faster retrieval. Prompt: “Summarize this PDF and save to Description.”

  • Automatic tagging (keywords or controlled taxonomy)
    Copilot proposes tags from content or applies tags from your pre-defined, customer-defined list. Works on single files or in bulk. Prompt: “Tag these docs with relevant topics; use our official taxonomy where possible.”

  • Natural-language actions inside Synergy
    Ask for operations and Copilot generates deep links with the right query parameters so you can click and execute. Examples:

    • “Search for NDA and termination within /Clients/Acme.” → Copilot returns a ready-to-open search URL.
    • “Show items tagged renewal-risk in /Legal/2025.” → one-click filtered view.
    • “Create a note titled Q4 legal risks in /Board/Prep with these bullets.”

  • Thread summaries and follow-ups
    Summarize long discussions and draft replies in your tone. Prompt: “Summarize this thread for the exec channel and propose next steps.”

  • Fact pulls with citations
    Ask questions and Copilot extracts answers from shared files with inline citations back to the sources. Prompt: “From the latest MSA and SOW, what are termination rights? Cite the clauses.”

  • Translate and adapt
    Convert messages for different audiences or languages while preserving intent. Prompt: “Rewrite this update for a client-facing tone in Spanish.”

  • Turn decisions into tasks or notes
    Capture outcomes directly from chat into tasks or notes in the right folder, with assignees and due dates if you specify them. Prompt: “Create a task Review Acme renewal redlines for Marta due Friday in /Clients/Acme/Renewal.”

Governance and audit​

  • Data stays in your SynergyOS server. Copilot conversations and outputs are stored as items in your folders.
  • Commit / Audit trail by default. Actions, summaries, tags, and anonymizations are recorded with who, what, and when. It uses the same commit-based system as all user actions.
  • Permissions-aware. Copilot can only access and act on what the user is allowed to see.

Roadmap​

In November we’re focusing on:

  • Copilot: additional functionalities.
  • Chats:: improvement and new features.
  • Enhanced onboarding: simplified onboarding and invite flows.

The SynergyOS Team