Changelog

Product updates and improvements from the Kato team.

Automation emails with record fields, and Kato for iPhone and iPad.

Turn new leads into useful emails

September 13, 2026

Isometric lead, email composer, and preview cards connected by mint lines, with record fields shown as inline chips.

Send the details your team needs as soon as a lead arrives. Automation emails can now include record fields, reach teammates or external recipients, and be previewed with sample data.Available on web for workspaces with Automations beta access.

Send emails from automations@getkato.io to workspace members or email addresses you enter.
Insert record fields into the subject and message, including a lead’s name, email, and original message.
Choose a sample record, review the filled-in email, and send a test before publishing.
Explore AI-generated suggestions with matching icons and a horizontally scrolling list.

Release details

A useful email at the right moment

Add a Send email action after a record trigger to let the right people know when new work arrives. Select teammates from your workspace or enter email addresses directly. Every automation email sends from automations@getkato.io.For a new lead, that can mean sending the team the contact details and inquiry immediately, so they have the context to follow up.

Bring the record into the message

Insert fields into the subject and message using the variable picker. Fields appear as inline chips, just like in the email composer, and fill in with the record’s values when the automation runs.Include the lead’s name in the subject, then add their email address and original message to the body. You can mix those fields with your own text to make each notification easy to read.

Preview it, then send a test

The new Send test email button lets you select a sample record and review the actual subject, message, and recipients before sending. When it looks right, send the test directly from the preview.Testing an email does not require publishing the automation or running its other steps.

An easier place to start

AI-generated suggestions now reflect your workspace and use icons that match each idea. Scroll across the suggestions to explore more, with a fading edge showing when more are available.Natural-language setup better recognizes requests such as sending an email when a new lead arrives. Keyboard navigation also keeps closed sidebars out of the tab order.

Related guides

Build an automation: Connect triggers and actions in your workspace.
Explore workspace automations: See the record, task, and messaging actions you can combine.

Kato is now on the App Store.

September 10, 2026

An isometric phone and tablet displaying tasks and a calendar, connected by a small project card.

Your client workspace is now a download away. Get Kato for iPhone and iPad to keep tasks, meetings, and the next action close throughout your day.Available on the App Store for iPhone and iPad. Free to download; feature access follows your workspace’s plan.

Review assignments, capture tasks, and keep client follow-ups moving from your phone.
See meetings and dated tasks together in Calendar, including schedules across workspaces.
Search workspace records and conversations, or ask Kato what needs your attention next.

Release details

Client work, wherever the day takes you

Kato for iOS brings your workspace to iPhone and iPad. Review tasks between appointments, check the calendar before a meeting, and find the client context you need without opening your laptop.Tasks, Calendar, Search, and Ask Kato connect to the same workspace your team already uses, so you can pick up work on your phone and continue later at your desk.

Get started on iPhone and iPad

Download Get Kato from the App Store and sign in to access your existing workspaces. New members can create an account and a Free workspace to get started.The iOS app is a free companion to the Kato web workspace. Feature access follows your workspace’s plan. Read the launch story for a closer look at what you can do on mobile.

Related guides

Read the launch story: Meet Kato for iOS and explore the work you can take with you.
Download on the App Store: Get Kato for your iPhone or iPad.
Organize tasks: Keep ownership, status, and follow-ups connected.

Raycast, client inbox, task planning, workspace customization, QuickBooks, automations, and Ask Kato.

Your Kato workspace, one shortcut away

August 28, 2026

An isometric command palette with a highlighted result, two shortcut keys, and a task card.

Kato for Raycast brings the work that needs your attention into a fast, focused command layer on your Mac.The macOS public beta is in Raycast Store review and will be available after approval.

Open My Day to see upcoming meetings, overdue work, tasks due today, and unread notifications in one view.
Search tasks, records, and meetings or browse workspace objects using the same names, avatars, fields, and permissions as Kato.
Create and edit tasks, link records and meetings, add comments, join calls, and switch workspaces without breaking your flow.

Release details

Start with what needs attention

My Day turns Kato into a focused daily command center. Current and upcoming meetings sit beside overdue tasks, work due today, and unread notifications, with a useful preview for whatever is selected.The primary action follows the context: join the next call, open a task, mark work complete, comment, or continue in Kato when the full workspace is the right place to finish.

Capture and update work from anywhere

Create Task brings Kato’s familiar task fields into Raycast, including status, priority, due date, estimate, assignees, section, linked records, and linked meetings. Record and member pickers use the same avatars and fallbacks as the web app, so the right person or project is easy to recognize.Existing tasks can be opened for their details, comments, files, and activity. Quick actions handle common changes immediately, while the complete edit form is there when a task needs more context.

Search the workspace, then act

Search Workspace reaches across tasks, records, and meetings. Objects provides a cleaner route into every record type, preserving each object’s color, icon, primary display name, and typed fields rather than flattening workspace data into generic search results.From a result, open the full record, create a linked task, add an activity comment, copy a useful field, or jump into an upcoming meeting. Privacy rules for shared calendars and workspace permissions remain exactly where Kato enforces them.

A secure connection built for Raycast

The extension uses OAuth with PKCE, so there is no API key to copy into Raycast. Sign in with Kato, choose a workspace, review the requested access, and return to Raycast already connected.Access stays personal and workspace-specific. Current Workspace shows the active connection and provides a direct way to reconnect or switch workspaces while Kato continues to recheck membership, permissions, and workspace access on every request.

A complete view of your day

Kato My Day in Raycast with an upcoming meeting and overdue tasks

Meetings, overdue tasks, today’s work, and notifications share one fast, filterable command.

Capture work without losing context

Create Task form for Kato inside Raycast

Create a task with its description, schedule, priority, status, and Kato links from Raycast.

Connect with Kato OAuth

Kato OAuth authorization screen connecting a workspace to Raycast

Choose a workspace and approve clearly scoped access—no developer token or client secret required.

Related guides

Organize tasks: Learn how task ownership, status, priority, and links work in Kato.
Browse integrations: See the tools that connect with your Kato workspace.

Every client conversation, in one inbox

August 25, 2026

An isometric client inbox connected to a company record, with one email highlighted in mint.

Client email, mentions, and the records behind them now share one focused place to work through what needs your attention.Available now on web for members with a connected Google account.

See client-linked Gmail conversations without searching across every client, person, or project.
Review mentions from tasks, comments, and records with the same read state as the notification menu.
Open editable record details, linked tasks, activity, and quick actions beside an email thread.

Release details

A personal inbox for client work

Inbox brings together the Gmail conversations connected to records in your workspace while keeping each member’s connected account private. Search, unread, client, and account filters make it possible to work through the right conversations without opening records one by one.Drafts and sent conversations remain close by in the inbox menu. Drafts save across devices, keep their recipients, linked records, account, content, signature, and attachments, and stay available if sending fails.

Mentions that are easier to act on

The Mentions view collects the places where someone needs you across tasks, comments, records, and other workspace activity. Unread filtering and read controls share their state with the notification menu, so clearing an update in one place clears it everywhere.Inbox and Mentions stay as the two primary views, keeping communication focused while sent mail and drafts remain available without taking over the navigation.

The record stays beside the conversation

Open a thread and Kato shows its messages alongside the matching client or contact. Move between every matched participant, resize the message and record panels, review activity, edit record fields with the same controls used on the record page, and open linked tasks without losing the email.Quick actions create a linked task, compose another email, schedule a meeting, or start a document from the active record. When an email address does not belong to a record yet, the same panel offers a direct path to add it to an existing record or create a new one.

Related guides

Connect an integration: Connect Google so Kato can work with your Gmail account.
Organize tasks: Learn how linked tasks, ownership, and status work in Kato.

Plan the work, right where it lives

August 11, 2026

An isometric grouped task list with a new row moving into place beside calendar and estimate symbols.

Group tasks by schedule, add work without leaving the list, and turn estimates into a reviewable part of planning.Available now in Tasks and the Home task widget on web.

Group work by schedule, from overdue and today through next week, later, and tasks without dates.
Add tasks directly inside a group and set their status, due date, and estimate without opening another screen.
Filter the Home task widget by range or status, then ask Kato for an estimate you can review and apply.

Release details

A clearer plan by time

Tasks can now be grouped by schedule, with dedicated sections for overdue work, today, tomorrow, this week, next week, later, and tasks without a date. The boundaries follow your preferred start of the week, so the plan matches the calendar your team already uses.The Home task widget now keeps its view and filter controls beside the date. Switch between day and status views, then narrow the status view to today, this week, this month, all dates, or a specific status.

Add work without losing your place

Each task group now has its own inline Add task row. Open it from the row, enter a title, and optionally choose a status, due date, or estimate before saving. The new task inherits the group you started from, whether that group represents a status, priority, assignee, section, or point in the schedule.That shorter path keeps planning in context: you can build out a list where the work belongs instead of repeatedly opening and closing the full task form.

Estimates you can act on

Estimated time is now available while creating a task, in task details, and as a sortable task-table column. Choose a common duration or enter hours and minutes directly, then adjust or clear the estimate from the same control.When the right duration is not obvious, Suggest with AI opens a new Ask Kato conversation with the task context attached. Kato explains its assumptions and prepares a reviewable estimate proposal; you decide whether to apply it to the task.

Related guides

Organize tasks: Learn how task ownership, status, and priority work in Kato.
Use Ask Kato: Bring workspace context into an Ask Kato conversation.

Make the sidebar yours

August 7, 2026

An isometric workspace sidebar with a navigation row being moved into a new position.

Reorder and hide the navigation and sections you use every day, so each workspace sidebar matches how you work.Available now on web. Layouts are personal and saved per workspace.

Drag to reorder navigation and sections, or hide what you do not need.
Customize inline from the expanded sidebar, or open Settings → Sidebar.
Your layout, collapse state, and visibility sync for you in each workspace.

Release details

A sidebar that fits your day

Every teammate can arrange Home, Tasks, Calendar, and the rest of the primary nav in the order that matches their routine. Sections like Favorites, Objects, and Chats can move as blocks or turn off entirely when they are not part of how you work.Changes apply only to you in that workspace, so personal focus never rewrites a shared company setup.

Customize where you already are

Enter Customize from the expanded docked sidebar to drag items and toggle visibility without leaving your work. Right-click a nav item or section to hide it, open Customize, or jump to Sidebar settings.Settings → Sidebar gives you the full list for sections and navigation, plus a reset that restores the default layout without clearing your favorites or chats.

Saved the way you left it

Collapsed sections and your preferred order persist across sessions. A short local cache keeps the layout feeling immediate when you open a workspace, while the server remains the source of truth for each workspace you join.

Related guides

Visit the Help Center: Find setup guides and answers for Kato.
Organize tasks: Learn how task ownership and status work in Kato.

QuickBooks Online meets Kato invoices

August 7, 2026

An isometric invoice flowing through a customer-and-payment tile into an accounting ledger.

Connect QuickBooks Online so client invoices and payments land in your books without leaving Kato.Available now for US QuickBooks Online companies on web.

Connect a US QuickBooks Online company from Integrations.
Sync customers, invoices, payments, and voids in the background after you send work from Kato.
Choose which payment methods each invoice offers, including an optional QuickBooks pay link.

Release details

Books that follow the invoice

Connect QuickBooks Online from workspace Integrations and Kato becomes the place you create and send client invoices. Customers, invoices, payments, and voids sync into QuickBooks in the background, so an Intuit delay never holds up the email your client is waiting on.Kato stays the source of truth. QuickBooks is a write target: Kato does not pull competing edits back into the invoice you already sent, and balances are compared rather than overwritten when they disagree.

Payment methods you control

Each invoice can show the payment methods that fit that client — Venmo, Cash App, PayPal, and an optional QuickBooks pay link for ACH or card when your company has them enabled.Choose the set once in invoice setup, or leave the default so new methods you configure later still appear. Settled Stripe invoices keep the QuickBooks pay button hidden so a second payment channel cannot create confusion.

When someone edits QuickBooks

If a teammate or bookkeeper changes numbers in QuickBooks, Kato can surface a balance disagreement instead of silently pushing Kato’s version over their work. That keeps legitimate bookkeeping intact while still flagging drift against what the client received.

Related guides

Browse integrations: Connect Kato to the tools your work already uses.
Connect an integration: Learn how workspace connections are managed.

Automations that move work forward

August 4, 2026

Four isometric workflow cards connecting a trigger, record update, task status, and assignment.

Workflows can now update records, manage tasks, distribute ownership, celebrate progress, and broadcast messages across your workspace.Available now in Automations on web. Broadcasts can also reach registered browsers and the Kato mobile app.

Create, find, and update workspace records as part of a workflow.
Change task status, priority, assignees, due dates, and comments, or distribute ownership with round robin.
Send targeted celebrations and broadcast messages, with previews plus browser and mobile delivery.

Release details

Records and tasks, without the handoff

Automations can now create records, find the right records, update existing ones, or create a record only when a match does not already exist. That makes it possible to keep workspace data current as work moves from one stage to the next.Task actions now cover the routine changes that usually interrupt a workflow: creating a task, changing its status or priority, assigning or unassigning people, setting a due date, and adding a comment. Changes are applied as they are selected, so each step stays quick to configure.

Put the next task in the right hands

Round robin actions distribute work across a selected group instead of sending every new task to the same person. Each run advances ownership to the next teammate and can assign the task automatically when the workflow begins from task activity.Together with the new assignment, priority, and status actions, a workflow can move work from intake to an accountable next step without a manual triage pass.

Make important moments visible

Celebration actions can mark a milestone with a ceiling drop, fireworks, or cannons. Broadcast messages can share a styled announcement with everyone or a selected group, and the built-in test action shows exactly how the message will appear before the workflow goes live.Broadcasts preserve the description’s formatting and can reach active Kato sessions, registered browsers, and the native app. Each member can control broadcast push delivery from notification settings without muting task and collaboration updates.

Related guides

Build an automation: Learn how to connect triggers and actions in Kato.
Organize tasks: See how task ownership, status, and priority work.

Ask Kato, grounded in your work

August 1, 2026

An isometric structured answer panel connected to email, calendar, and company-record sources.

Ask Kato now turns workspace context into clearer answers you can inspect and act on, not just walls of text.Available now in Ask Kato on web and mobile.

See tasks, deployments, tables, charts, and record context in purpose-built answer cards.
Trace answers back to the records, meetings, emails, and activity that informed them.
Choose a preferred AI model once and keep that choice across new conversations.

Release details

Answers that fit the work

Ask Kato can now present structured information in a format that matches the question. Task lists stay scannable, tables keep their columns, charts make trends visible, and deployment details arrive with the context needed to understand a release.The result is less time translating a long response into the next action. Important details remain easy to review in the conversation, whether you are checking account health, planning a launch, or catching up on a project.

More context, with evidence

Grounded record answers can connect fields, related work, tasks, meetings, email, and recent activity. Ask Kato can also show the evidence behind a conclusion, identify missing context, and suggest a useful follow-up.When an answer proposes a record update or needs information from the web, the decision stays visible and reviewable before anything changes.

Your model choice follows you

Choose the AI model that best fits your work and Kato will remember that preference for new conversations. The setting stays consistent across web and mobile, while still allowing you to switch when a task needs a different capability.

Related guides

Explore Ask Kato: See how Ask Kato works across your connected workspace.
Use Ask Kato: Learn the basics and start a useful conversation.

Invoices and retainers, mobile calendar, push notifications, and developer tools.

Invoices and retainers are here

July 29, 2026

An isometric invoice beside a scheduled-delivery tile and a retainer-usage meter.

Create, deliver, and track client billing without moving the work into a separate system.Available now on web and mobile.

Draft and send polished invoices directly from Kato, with delivery handled for you.
Schedule an invoice to go out at the right time instead of keeping a reminder on your list.
Track retainer usage and overages as work is logged, with alerts before surprises reach the client.

Release details

Billing beside the client work

Invoices now live with the clients, projects, and time that produced them. Create a draft, review the details, and send a polished invoice without rebuilding the same context in another tool.Kato handles invoice delivery directly, so the sent record and the work behind it remain connected for the team.

Send now or schedule it

An invoice can leave immediately or wait for a scheduled delivery time. Scheduled sending makes recurring billing routines more dependable and removes another manual follow-up from the calendar.The same flow is available from mobile when billing work needs attention away from a desk.

Retainers that reflect real usage

Retainer agreements track usage as time is recorded. Teams can see how much of an agreement remains, identify overages, and receive alerts before a billing surprise reaches the client.That shared view gives delivery and finance the same picture of the relationship throughout the billing cycle.

Related guides

View Kato pricing: Compare plans and see what is included.
Billing and plans: Find answers about workspace billing and subscriptions.

One mobile calendar for every workspace

July 28, 2026

Two isometric workspace cards feeding meetings and tasks into one phone calendar.

Meetings, connected calendar events, and tasks now share one focused calendar on mobile.Available now in the Kato mobile app.

Bring schedules from multiple Kato workspaces into one color-coded view.
Move between month, day, year, and agenda views without losing your place.
Choose which meetings, events, open tasks, and completed tasks belong on your calendar.

Release details

Every workspace in one view

The mobile calendar can combine schedules from multiple Kato workspaces. Color coding keeps each workspace recognizable while a single timeline shows how the day actually fits together.You can choose the workspaces that belong in the view and switch into the right workspace when opening an item from somewhere else.

Tasks, meetings, and events together

Connected calendar events, Kato meetings, and dated tasks now share the same mobile calendar. Display preferences make it easy to include only the sources that matter for the moment.Open and completed tasks can be controlled separately, helping the calendar stay focused without hiding useful history.

A view for every planning horizon

Use the month view to understand capacity, the day and agenda views to work through what is next, and the year view to move quickly across longer time ranges. Your selected date and display preferences remain consistent as you move between them.

Related guides

Connect Google Calendar: Bring connected events into Kato.
Meetings and follow-ups: Learn how meetings become connected work.

The right update, wherever you are

July 28, 2026

An isometric phone with one raised notification banner connected to the relevant task.

Kato can now send push notifications to your phone, so important work does not wait for an open browser tab.Available now in the Kato mobile app.

Opt in and manage notification preferences from the mobile app.
Receive timely updates for the activity that matters while you are away.
Open a notification and continue from the relevant place in Kato.

Release details

Important work can find you

Mobile push notifications bring timely Kato activity to the device you already have with you. Updates can arrive when the web app is closed, making it easier to stay aware of work that needs attention.Notifications are designed to carry enough context to understand what happened without turning every update into an interruption.

Continue in the right place

Tapping a notification opens the relevant destination in Kato, so a useful update becomes a direct path back to the task, conversation, or workspace behind it.The mobile notification center also provides a consistent place to review recent updates after the moment has passed.

Preferences stay in your control

Push access is opt-in, and notification preferences are available from mobile settings. Teams can keep the updates that help them move work forward while reducing the ones that do not.

Related guides

Visit the Help Center: Find setup guides and answers for Kato.
Organize tasks: Learn how task ownership and status work in Kato.

Build your own workflows on Kato

July 24, 2026

An isometric developer console connecting an access-key tile and workspace records through API and event lines.

The first Kato developer tools make it possible to connect custom systems and automate work around your workspace.Available now to workspace administrators on web.

Create and revoke workspace API keys from a dedicated developer settings area.
Work with objects, records, and tasks through versioned API endpoints.
Subscribe to signed webhooks and manage project environment values from Kato or the CLI.

Release details

Workspace access you can control

Workspace administrators can create and revoke API keys from developer settings. Each key provides an explicit credential for custom tools, scripts, and services that need to work with Kato data.Keeping key management inside the workspace makes ownership visible and gives administrators a clear place to remove access when a workflow changes.

Versioned APIs and signed webhooks

The first versioned endpoints cover the core building blocks of a Kato workspace, including objects, records, and tasks. Webhooks can notify an external system when relevant changes happen instead of requiring constant polling.Webhook signatures provide a way for receiving services to verify that a delivery came from Kato before processing it.

Project configuration from the CLI

Developer workflows can also manage project environment values and bring them into local work through the Kato CLI. That creates a more direct path between the records that describe a project and the systems used to build it.

Related guides

Browse integrations: Connect Kato to the tools your work already uses.
Connect an integration: Learn how workspace connections are managed.