Choose what to install
- Folder systems organize a broad area of work, such as a company, product function, go-to-market team, or project.
- Workflows add a focused way to handle recurring work, such as account management, content, presentations, or workspace maintenance.
Install into a current or new session
- Open a workspace in Palette Desktop and select Marketplace.
- Choose a folder system or workflow and open its detail page.
- Review what it adds to your folder.
- Select Install in [session name] to add it to your current session. Use the menu beside the button if you want Palette to create a new session instead.
- Continue in the setup chat that opens. The agent explains what was added and handles any setup the item needs.
Folder systems
- Company OS. Keep accounts, GTM, product, engineering, operations, and people context in one company workspace.
- GTM OS. Keep brand, market, strategy, playbooks, accounts, team context, and active GTM work together.
- Product OS. Connect feedback, discovery, strategy, specs, competitors, and team input.
- Project OS. Run one project with its brief, meetings, decisions, research, deliverables, and generated status dashboard.
Workflows
- Accounts. Keep account briefs, meeting notes, health reads, next steps, and call preparation together.
- Content. Turn ideas into drafts, voice checks, distribution plans, and a record of what you publish.
- Competitor Analysis. Maintain a market landscape and consistent, sourced competitor profiles.
- Presentations. Turn Markdown drafts into self-contained HTML decks with presenter notes and PDF export.
- Workspace Heal. Check broken links, stale indexes, unfinished setup, and instruction drift before making repairs.
What about Skills?
Shared Skills in Palette OS are separate from Marketplace folder systems and workflows. The Actions page explains how commands and skills appear inside a workspace.Undo an installation
Open the session history and restore the checkpoint created before installation. The files are also ordinary workspace files, so you can keep the setup and change any part of it.Related
- Quick Start, create or open your first workspace
- Actions, commands and skills inside a workspace
- Workspaces, why folders work this way for agents
- Sessions, review and restore changes
