Operion
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Changelog

We ship continuously. Notable changes are listed here.

Last updated October 2026

October 2026

Home shows the work waiting on you

  • Home is a queue with three views: work that needs you, active work, and what agents are working on.
  • Select a row to open it beside the list, with its status, comments and decision controls.
  • Save views of your own.

Decks download in one step

  • Download saves the deck as a new version and downloads it as PowerPoint or PDF.

September 2026

Act on many records at once

  • Select rows on the Transactions, Companies, People and Assets lists, or shift-click to select a range.
  • Export them to CSV, change their stage, add a type or delete them.

Swim lanes and a timeline

  • Split a board into swim lanes by lead, type, status or another field, and drag a card between lanes to change that value.
  • The timeline view shows each open transaction as a bar on a weekly grid, with its deadlines and stage changes.

Peek at a record from any list

  • Press P on a row, or right-click and choose Peek, to read a record beside the list.
  • Search finds records by their title, a linked record's title or a pinned value.
  • Columns can be reordered and resized, and stay that way next time.

Export documents to PDF

  • Export a document to PDF with each page in its own size and orientation.
  • Source citations stay links in the PDF.

August 2026

A homepage for your workspace

  • Your workspace opens on a homepage that shows what needs you, what agents are working on and recent activity.
  • The transactions list is a table with stage, status and key fields.

Operion on your phone

  • On a narrow screen, navigation opens from the header.
  • Transaction lists show the title and stage, and chat opens full screen.

Download your sources

  • Download a source document from its preview, from the library or from its tab.

July 2026

Emails drafted as outputs

  • Operion drafts emails as outputs of a transaction, and you edit them before sending.
  • Figures from the deal appear in the draft as live values.
  • Open a draft in your email client, or copy it with its formatting.

Skills on one page

  • Skills have their own place in the sidebar, edited on one page with a title, description and body.
  • Leave the description empty and Operion writes one when you save.