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  1. Cube
  2. Collaboration & Workflow

Collaboration & Workflow

Assign tasks, track progress, and collaborate across planning cycles.

Quick start processes or templates

Collaborate with Cube across your teams.
  • Department budgeting & forecasting

  • Budget owners guide to updating & publishing

  • Download a template

Complete and collaborate on tasks

Work through tasks to align and resolve blockers.
  • Create and manage a workflow

  • Complete an assigned task in Cube

Cube by Role

See how FP&A, Accounting, and other roles use Cube for planning and analysis.
  • Finance without jargon: Plain-English glossary for Cube collaborators

  • Setting your collaborators up for success with Cube

  • How to be a great Cube collaborator

AI agents in Slack and Teams

Ask questions and build reports directly from Slack or Microsoft Teams.
  • Use AI Analyst in Slack or Teams

  • Get started with Cube for Slack

  • Get started with Cube for Teams

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