Vision
Every business has a plan. Most of them live in a Google Doc that was last edited four months ago. This one is different. It's maintained by an AI that updates it after every significant milestone, every strategic decision, every pivot — automatically.
The Vision page holds your master plan. One document, always current, always reflecting the latest state of your business. You don't maintain it. Solmyr does. You just read it and occasionally argue with it.
What it is — and what it isn't
What it is
- A full strategic document in Markdown
- Updated by the AI after milestones and decisions
- Versioned — every update creates a new version
- The single source of truth for your strategy
- What the AI references before making major decisions
What it isn't
- A static document you write once and forget
- A task list or sprint board (those live in Workspaces)
- The roadmap (that's a separate, visual component)
- Something you need to manually keep up to date
- A prompt or instruction set for the AI
The document
The master plan is a full Markdown document — typically several sections covering your vision, current situation, competitive landscape, strategy, key decisions, and next steps. The exact structure varies based on your business, but the AI keeps it organized and internally consistent.
It's rendered with full Markdown support — headings, lists, tables, code blocks, emphasis, links. If the AI created a table comparing your pricing options, it shows up as an actual table. If it outlined a three-phase strategy, you get properly nested lists. It's a real document, not a wall of text.
How the plan evolves
The plan isn't updated on a schedule. It's updated when something meaningful changes. Here's the cycle.
Initial creation
During setup, after you complete the wizard and choose a roadmap, the AI writes the first version of your master plan. It synthesizes your vision, constraints, resources, and selected direction into a cohesive strategy document.
Milestone updates
When significant work is completed — a phase wraps up, a major task is done, a strategic decision is made — the AI reads the current plan, evaluates what changed, and writes a new version that reflects the updated reality.
Full replacement, versioned
Each update is a complete rewrite, not a patch. The AI replaces the entire document with an updated version. The old version is preserved — you can see the version history and know exactly when each iteration was created.
You can steer it
Tell Solmyr in chat to adjust the plan. "Focus more on revenue." "We decided to pivot to B2B." "Remove the mobile app phase." The AI incorporates your direction into the next update. It's your plan — the AI just maintains it.
Version history
Every time the AI updates the plan, a new version is created. Versions are numbered sequentially — v1, v2, v3, and so on. The page always shows the latest version, but the version history appears as a row of chips at the bottom so you can see how many iterations there have been and when each was created.
This isn't just for show. If you're reviewing a decision and wondering "wait, when did the strategy change to focus on enterprise clients?" — the version timestamps tell you exactly when each iteration happened. It's a paper trail for your strategic thinking, maintained automatically.
Currently, the version chips are informational — you can see the timeline but can't click to view older versions inline. The history exists in the database though, so if you ever need to reference a previous version, Solmyr can pull it up in chat.
Example version strip
Current version highlighted. Each represents a complete rewrite of the plan.
Plan vs. Roadmap
These sound like the same thing. They're not. They're complementary, and the distinction matters.
Master Plan | Roadmap | |
|---|---|---|
| Lives on | Vision page | Dashboard |
| Format | Full Markdown document | 3–6 visual phases with milestones |
| Depth | Deep — strategy, context, reasoning | High-level — phases, dates, progress |
| Updates | New version per update (history preserved) | Atomic replace (latest only) |
| Purpose | Strategic reference for the AI and you | Visual progress tracking on dashboard |
| Relationship | Source of truth | Mirrors the plan's phases visually |
Think of the plan as the book and the roadmap as the table of contents. The roadmap tells you where you are at a glance. The plan tells you why you're there and what comes next.
From setup to strategy
The plan doesn't appear from nowhere. During setup, you go through a wizard where you describe your business, set your values and constraints, and choose from three AI-generated strategic roadmaps. That chosen direction becomes the seed for the master plan.
After you hit "Complete Setup," the first thing the AI does during the build process is write the initial plan — v1. It synthesizes everything: your vision, your chosen roadmap, your constraints, your resources. Then it creates the dashboard roadmap to mirror the plan's phases. From that point on, both documents evolve together as the AI updates them through normal work cycles.
Want to change direction later? Just tell Solmyr. "We're pivoting from B2C to B2B." The AI will rewrite the plan, update the roadmap, and adjust tasks accordingly. The wizard was the starting point — it was never meant to be the ending point.
Next up
Workspaces
Where your work actually lives — boards, tables, calendars, metrics, and more.