Overview

Surf Docs is a unified workspace that brings document authoring, task tracking, and knowledge management into one application. The platform is developed by CloudSurf Software LLC and is accessible at app.surf and doc.surf. Surf Docs is currently in public beta, with core features operational and additional capabilities under active development.

Every item in the workspace -- documents, tasks, notes, and shared pages -- is stored in the SurfDoc format (.surf), a typed structured document standard created by CloudSurf Software and specified in the Agent-Ready Documentation Standard (ARDS) v3.1. This uniform format means the same content can be searched, shared, exported, and processed by AI regardless of whether it originated as a document, a task, or a wiki reference.

Documents

The Surf Docs editor supports rich text authoring with integrated AI assistance through the Mako AI system. Users can create documents manually or describe what they need in natural language, and Mako generates a structured document accordingly. Existing content can be enhanced, reformatted, or expanded through AI commands.

Document capabilities in the public beta include:

• AI document generation -- Describe a document's purpose and receive a structured draft.
• AI enhancement -- Apply AI-driven rewriting, expansion, or reformatting to existing content.
• Folder organization -- Folders with breadcrumb navigation.
• Sharing controls -- Public, workspace-visible, specific users, or private.
• PDF export -- Export any document as a formatted PDF.
• File attachments and images -- Upload files and images via R2 cloud storage.
• Full-text search -- All workspace documents are indexed and searchable.

Task Management

Surf Docs includes built-in task tracking within the same workspace as documents and knowledge resources. Tasks are themselves SurfDocs, carrying the same metadata structure and sharing capabilities as any other item in the platform.

The task system in the public beta provides:

• Status workflows -- Configurable status states for tracking progress.
• Multiple views -- Table, kanban board, and modern card view.
• Priority and assignment -- Priority levels, assignees, and due dates.
• Detail pages -- Full task detail with comments and time tracking.
• Workspace collaboration -- Shared task pool with role-based visibility.

AI and Research

Surf Docs integrates AI at multiple levels through the Mako AI assistant, which supports research, writing, document generation, and content verification within the workspace. The platform provides direct access to Surf Wiki, an open knowledge base with over 900,000 reference articles, enabling research and authoring in a single workflow. An AI verification pipeline supports automated fact-checking of document content against cited sources. These capabilities are available in the current public beta.

Workspace and Collaboration

Surf Docs organizes users and content into team workspaces with role-based access. A workspace switcher allows users belonging to multiple teams or projects to move between contexts. Documents and tasks are visible to team members according to their roles, and a notification system alerts users to relevant changes.

Platform

Surf Docs is available as a web application at app.surf. A native macOS application (Surf for Mac) has been released, with cross-platform support for iOS and Android planned. A single CloudSurf account provides access to Surf Docs, WaveSite (wave.site), and Surf Wiki (doc.surf/wiki), with shared authentication and a unified SurfDoc content layer across all three products.

Current Status

Surf Docs is in public beta as of March 2026. The document editor, task management system, AI generation and enhancement features, workspace collaboration, and Surf Wiki integration are functional and available to users. Development is ongoing, with new capabilities being added continuously.

References

• Surf Docs — Primary workspace
• Surf Docs — Document landing
• Surf Wiki — Integrated knowledge base
• WaveSite — AI website builder
• SurfDoc specification — ARDS v3.1
• CloudSurf Software