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Folders are how you give an agent context. Starting from a good folder structure makes a real difference in how the agent behaves.
Palette Desktop comes with premade folder structures to get you started right away. Each one has been battle-tested by AI-native teams running real work in them.
When you open a new folder in Palette Desktop, you can choose one of these templates as the starting point.
For go-to-market teams.
Accounts, playbooks, campaigns, and team context in one folder. Built for GTM leaders, account executives, and operators running outbound, account management, and campaign work through an agent.
What's inside:
accounts/: one folder per account, populated from your CRMplaybooks/: sales motions, outreach patterns, account review processwork/campaigns/: time-bound pushesfoundations/: market intel, brand voice, messagingteam/: who's on the team and how they workFor founders.
Strategy, metrics, hires, and investor updates that stay in sync. Built for founders running a small team where everyone has to wear several hats.
What's inside:
strategy/: direction, decisions, prioritiesmetrics/: what you track and whyhires/: open roles, candidates, processinvestors/: update drafts, deck history, commsteam/: focus, working patternsFor ops and PM teams.
Runbooks, meetings, vendors, and active workstreams. Built for operators and product managers who keep the company running.
What's inside:
runbooks/: repeatable processesmeetings/: agendas, recaps, follow-upsvendors/: who you work with and howworkstreams/: active projectsteam/: focus, blockersGot a folder structure that works for your team? Share it as a template.
Templates are markdown files all the way down. Once you've found a structure that works, it's portable.
Want to share one? Drop us a line at hello@palette.team or reach out through the app.