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MATTE DOCUMENTATION

One workspace.
Your team's way of working.

Learn the tools your whole workspace shares, then explore the apps that fit your work. Practical guides, clear steps, and details that help you get things done.

30 guides · Updated September 28, 2026

Start with your workspace

THE BASICS
Getting started

Set up a workspace, choose your apps, add data, and find your way around Matte.

Apps and your workspace

Understand what apps add and how they fit into a shared workspace.

What you can do in Matte

Find the shared workspace tools and the app guides that explain them.

Tools for every app

Build on the same data, team, and workspace foundations.

THE PLATFORM

Data & views

Objects and fieldsRecords and detail pagesViews, filters, and searchImporting and exporting data

Collaboration

Team chatChannel settings and permissionsCalendarNotifications and activity

Agents

Talk to agentsAgents and scheduled tasks

Workspace

Workspace and teamAccount and workspace securityPlans, billing, and AI creditsPreferences and keyboard shortcuts

Developers

API, CLI, and MCP

Explore your apps

Each app adds records and tools for a particular kind of work.

THE APPS
Inventory Tracking

Manage items and stock, count what you have, buy from suppliers, fulfill orders, and plan ahead.

All Inventory Tracking guides

Need help with something?

Find answers about access, imports, missing records, chat, and more.

Troubleshooting →

Search all guides.

Getting startedStart here · Set up a workspace, choose your apps, add data, and find your way around Matte.What you can do in MatteStart here · Find the shared workspace tools and the app guides that explain them.Apps and your workspaceStart here · Understand what apps add and how they fit into a shared workspace.Objects and fieldsData & views · Create lists, choose field types, connect records, and control who can see sensitive values.Records and detail pagesData & views · Create and edit records, organize their detail panels, work in bulk, and recover deleted data.Views, filters, and searchData & views · Turn the same records into useful tables, boards, calendars, and tiles, then find what you need.Importing and exporting dataData & views · Bring in spreadsheets, match columns, review problems, and export selected records or a complete view.Team chatCollaboration · Keep conversations, files, decisions, and follow-ups together in channels and direct messages.Channel settings and permissionsCollaboration · Choose who joins a channel, what members can do, and how long chat history is kept.CalendarCollaboration · See events, time off, agent work, counts, deliveries, and shipments in one place.Notifications and activityCollaboration · Find work that needs attention, follow mentions, and review what happened to a record or conversation.Talk to agentsAgents · Ask questions, give agents work, review proposed changes, and keep the results with your conversation.Agents and scheduled tasksAgents · Set up agent profiles, permissions, memory, spending, and recurring work.Workspace and teamWorkspace · Invite people, organize departments, manage roles, and configure your shared workspace.Account and workspace securityWorkspace · Manage passwords, passkeys, two-factor authentication, sessions, and account access.Plans, billing, and AI creditsWorkspace · Understand workspace capacity, seats, trials, shared AI credits, and agent spending limits.Preferences and keyboard shortcutsWorkspace · Adjust your profile, appearance, accessibility, date preferences, and keyboard controls.API, CLI, and MCPDevelopers · Connect authorized developer tools to Matte’s action API and discover their available capabilities.How inventory worksInventory Tracking · Understand items, stock, locations, units, and the daily inventory workflow.Items and units of measurementInventory Tracking · Build a clear item catalog and count or order in the units your team uses.Stock, locations, and transfersInventory Tracking · Add, correct, remove, and move physical stock with a useful history.Expiration dates and lotsInventory Tracking · Track batches, spot expiring stock, and record waste without losing the rest of an item's inventory.Barcode scanning and labelsInventory Tracking · Find an item with your camera or a typed code, adjust stock where allowed, and print unit labels.Inventory countsInventory Tracking · Assign, complete, review, and repeat counts without treating blank rows as zero.Purchase orders and receivingInventory Tracking · Create supplier orders, track expected deliveries, and receive accepted stock into the right location.Suppliers and replenishmentInventory Tracking · Turn low-stock needs into supplier orders, reviewed emails, and repeatable ordering routines.Quotes, sales orders, and shippingInventory Tracking · Track customer commitments, partial shipments, payments, and printable sales documents.Inventory dashboards and reportsInventory Tracking · Build your Inventory Overview dashboard and explore stock value, usage, count accuracy, and forecasts.Demand forecastingInventory Tracking · Read predicted consumption, confidence, and forecast accuracy without confusing estimates with orders.TroubleshootingHelp · Work through common questions about access, data, conversations, and app workflows.
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