“We grew last quarter.” How do you know?
Socrates is the note-taking workspace where your docs and your data live on the same page. Write like you would in any notes app, then click any figure to see the query behind it, when it last ran, and whether it's still true.
Net revenue grew against the prior quarter, ahead of the 35% plan.
- Enterprise drove most of the gain
- Churn held flat at
SELECT growth_pct
FROM metrics.revenue
WHERE quarter = '2025-Q3';
→ 41.2%
verified 2 min ago · by warehouse
The drift
Your numbers live in one tool. The story behind them lives in another.
The dashboard says one thing. The deck says another. The doc explaining the metric was written six months and three pipeline changes ago, and nobody's sure which version is true.
So every meeting reopens the same argument: whose number is right? Socrates closes the gap. The explanation and the number sit on the same page, pulled from the same source, updated together.
How it works
Three things, so a number can defend itself.
Click any number. See where it came from.
Every figure links to the query behind it, the SQL, the last run, the person who touched it. No more screenshots aging silently inside slide decks. A freshness badge shows when each value was last verified, so "is this current?" stops being a question.
SELECT count(distinct user_id)
FROM events.weekly_active;
One definition of “revenue.” For the whole company.
Every company metric lives in one catalog, defined once and owned by name. The definition isn't just prose — it carries the exact query that pulls the number, so the words and the figure can never drift apart. The "whose number is right" fight ends here.
Recognized net revenue, excluding refunds and tax. Owned by Finance · last changed 12 Mar.
Ask your warehouse a question. In plain English.
Type the question, get the query, drop the result into the page as a live table or chart. Data Spa has already cataloged your warehouse, so plain English lands on the right numbers. And Socrates knows what your docs claim, so it flags when the data stops backing them up — your documents check their own work.
⚑ A doc claims 31%, the number moved. Review?
Ask in plain English
Not everyone writes SQL. Everyone has assumptions.
A product manager drafting a plan shouldn't have to file a ticket to sanity-check a number. Write the assumption in plain English as you type; Socrates turns it into a query, shows the real figure, and hands the query to a data engineer to bless.
We expect ~500 enterprise trials next quarter.
If they convert at 30%Σ checking…, that's ~150 new logos
…which would put us on plan for the board target.
SELECT converted::float / total
FROM metrics.trial_conversion
WHERE segment = 'enterprise'
AND quarter = '2025-Q3';
The essentials
Everything you'd expect from a notes app.
The table stakes are all here, so Socrates is where the writing actually happens, not a tab you paste finished docs into.
Compose
Dashboards that read like a story, backed by live evidence.
Mix the narrative and the numbers on one page. Embed a chart or a table anywhere, and decide, per embed, whether it keeps refreshing from the warehouse or stays pinned to the moment you made the call.
- Live or pinned — your call. Every embed either refreshes straight from the warehouse or freezes to a moment in time, so a board memo shows exactly the number you signed off on.
- Discuss the data point itself. Comment on a single figure and keep the thread right next to it. The "why is this 27%?" conversation lives where the number does.
- Alert on any live value. Set a threshold on an embedded metric; when it crosses the line, Socrates tells you, in the doc and wherever you work.
Trials are converting ahead of plan — here's where Q4 lands if it holds.
The loop
Living documents that close the loop on a decision.
An assumption becomes a number. The number becomes a decision. The decision gets checked against what actually happened, all in one place.
Experiments
Record the assumption, target, and baseline. Actuals pull in automatically and update as results land.
Decision log · ADR
Every decision recorded where it was made, with the data that drove it. New hires inherit the why instead of pinging the one analyst who remembers.
Alerting
Set thresholds on any live value. When something crosses the line, Socrates tells you, in the doc, in Slack, wherever you work.
triggered 06:12 · posted to #growth
Alerts
The moment a number drifts from your story, you know.
A living document should tell you when it stops being true. Socrates re-runs the query behind every figure you've written down and raises an alert the instant the live value pulls away from what the page still claims.
- Claim vs. actual, side by side. Every alert names the page, the sentence, and the exact gap between what you wrote and what the warehouse now returns.
- No silent aging. Screenshots and pasted numbers can't drift undetected — the moment a figure moves after you wrote it down, the page raises its hand.
- Resolve in place. Open the alert, jump to the sentence, accept the new number or explain the difference — the doc heals right where it broke.
Keeping it honest
And the work that keeps a workspace from rotting.
Comment on data points
Question a single number the way you'd comment on a sentence. The conversation lives next to the figure it's about.
Diagram the system
Sketch pipelines and architecture inline, beside the docs and metrics they describe, not in a separate tab nobody updates.
Kill the duplicates
Socrates surfaces stale and duplicate pages before your workspace turns into the graveyard every wiki eventually becomes.
Who it's for
Truth, defined once, read by everyone.
Security
We connect to your warehouse. We never copy it.
Socrates queries your warehouse live with read-only, least-privilege credentials, and caches only the numbers you pin, never your tables. The kind of answer that clears the security review instead of dying in it.
Integrations
Connects to the tools you already run.
Fully integrated with Data Spa
Your data arrives clean and ready to question, so the first thing you do in Socrates is reason about it, not fix it.
Examine everything.
Bring your data, your decisions, and the reasons behind them into one workspace that keeps itself honest.
The unexamined number is not worth trusting.