Grove — Capture

What are you capturing? *

An action An idea / need

An action is something specific you did or need to do. An idea / need is something you noticed about a workflow — a gap, an opportunity, or a service Grove could offer.

Is this… *

Something I did Something I thought of

Activity *

Grove system / tool (optional)

Third-party system / tool (optional)

What did you do / think of? *

One specific action or idea. e.g. "Created the Grove–Oreva team folder in Dropbox."

What prompted this? (optional)

What set it off? e.g. "New client", "New staff member".

Leads to (optional)

Follow-on or related actions in the same system. Separate points with a semicolon ( ; ).

Hand-off / next steps (optional)

Does this need to go to someone else? Who, and what for?

Which workflow or area? *

The idea, need, or thing you noticed *

What did you observe or think of? e.g. "New client operates in the US and EU and uses USD + EUR."

What should Grove do or offer? (if you have a view)

The opportunity or next move. e.g. "Introduce them to Corpay and begin F/X onboarding."

What would this require or lead to? (optional)

Data or steps that would follow. Separate points with a semicolon ( ; ). e.g. "Collect shareholder list; historical records; subscription agreements."

Priority (optional)

Low Medium High

Screenshot or file (optional)

Attach a screenshot or any file — image, PDF, Word, Excel, etc. Paste an image (Ctrl / Cmd + V), drag a file in, or click to choose. Max 10 MB.

Click to choose a file, or paste / drag one here

Capture

Logged — thank you!