Orbits

What is Orbits?

Orbits is a reporting and client-work organization tool designed to help teams collect project context, create polished reports, and keep related files and approvals in one place. The product is centered on what it calls the “agency memory” problem: combining PDFs, CSVs, screenshots, notes, and client context so the history behind a project is not scattered across separate tools.

The platform is built to turn loose client materials into shareable reports, snapshots, and reusable reporting workflows. It also supports secure shared links, approvals, scheduled updates, and team workspaces, so teams can keep reporting and delivery connected as projects move forward.

Key Features

• Import mixed project materials such as PDFs, CSVs, screenshots, notes, and client context into a single project structure.
• Preserve decisions and the story behind the work so teams can search past context instead of rebuilding it from scratch.
• Create reports and snapshots that can be shared through secure links.
• Schedule updates and track approvals within the project workflow.
• Organize delivery assets, reports, snapshots, and approvals inside scoped client workspaces.
• Invite teammates into client workspaces with access controls to expand collaboration without rebuilding the project context.

How to Use Orbits

A typical workflow starts by creating or opening a client project and adding the source materials that already exist, such as exports, screenshots, notes, and PDFs. From there, the team can organize the information into reports or snapshots, then share those outputs through links and approvals.

As the project continues, users can schedule updates, search past project history, and add teammates to the workspace when more people need access. The goal is to keep the project memory and delivery assets tied together as the work grows.

Use Cases

• An agency team compiling monthly or weekly client reporting from spreadsheets, screenshots, and exported files.
• A project lead preserving decisions and context from earlier work so future reporting does not depend on tribal knowledge.
• A client services team sharing report snapshots and approval requests without sending files back and forth across separate tools.
• A growing team bringing additional teammates into an existing client workspace while keeping access scoped to that client.
• A marketing or operations team that wants recurring reporting updates organized around the same project history and assets.

FAQ

What kinds of files can Orbits bring into a project?

The page mentions PDFs, CSVs, screenshots, notes, and client context as supported inputs.

Does Orbits focus on report creation or project management?

It appears to do both: it is positioned around creating reports and snapshots, while also organizing project history, approvals, and shared client workspaces.

Can teammates collaborate in Orbits?

Yes. The page says teams can invite teammates into scoped client workspaces and control team access.

Does Orbits support recurring updates?

Yes. The page explicitly mentions scheduled updates.

Are integrations, pricing, or file limits listed?

No. Those details are not mentioned in the provided source content.

Alternatives

• Spreadsheet-based reporting workflows: flexible for data analysis, but they do not preserve project memory or package related screenshots, notes, and approvals as a shared workspace.
• Shared drives plus document tools: useful for storing files, but less structured for linking reports, snapshots, and client history into one workflow.
• General project management tools: good for tasks and collaboration, but they are not primarily designed for turning reporting inputs into polished client-facing outputs.
• BI or dashboard tools: stronger for live analytics and charts, but they are usually centered on data visualization rather than narrative reporting, approvals, and reusable client workspaces.