Fabienne
Reto
Nadja
Cedric joined #general
Ready in 30 seconds
Installed in seconds
Add him to your Slack and he is at work. No servers, no setup project, nothing for IT to maintain.
Cedric, the AI operations assistant that keeps the CRM up to date.
An AI operations assistant for the records nobody likes keeping: the CRM updated from every call and thread, contacts cleaned, stuck deals named, the pipeline reconciled against billing every Friday. Every change waits for your yes.
Weekly ops10:00 · 3 in the call
Lena Brunner
Tomas Rivera
Cedric
In-call messages
Cedric10:00
Agenda:
- Sales performance review
- Pricing v2
- Pilot next steps
- Sales performance review
- Pricing v2
- Pilot next steps
⏱ Two minutes left on "Pricing".
Weekly reportToday · 9:40
Send a weekly report to our investors
✓ Approved
An AI assistant for operations: records, contacts, deals
A CRM is only useful when it is current, and nobody likes keeping it current. Cedric does the keeping: he reads the calls and the threads, proposes the update, checks the pipeline against what billing actually says, and hands you the batch to approve.
Records that match reality
Calls and threads become the record within the hour, on your yes.
Contacts, deduplicated
Duplicates and missing fields flagged, fixed when you say so.
The stuck deals, named
With the reason attached and the nudge already drafted.
Pipeline review, Fri 16:00HubSpot against Stripe, by Cedric
- Marek & CoNegotiationCHF 24,000Matches billing
- Hotel AareClosed wonCHF 9,600Invoice unpaid, 18 days
- Keller BauProposalCHF 31,000Stuck 12 days
Quote sent, no reply. Nudge drafted.
- Studio NordClosed lostCHF 4,800Matches billing
- Velo ZürichDiscoveryCHF 12,500Next step missing
No next step on the record. Asked Hannah in DM.
Contacts3 duplicates found (two Keller Bau, one Weiss & Co), merge ready.
Merge the three duplicates and send the Keller Bau nudge?
Every Friday 16:00Posted in #salesStripe read-only
What he keeps true
Records, updated
A call ends, a thread moves, and the deal says so the same hour: stage, next step, summary.
Contacts, clean
Duplicates merged, missing fields filled, the owner named. Each fix waits for your yes.
Deals, watched
The ones that stopped moving get named, with the reason, and the nudge drafted for the owner.
Reconciled against billing
Friday's review starts from a sheet checked against Stripe. Billing stays read-only.
HubSpot
Salesforce
Zendesk
Stripe
Xero
GmailSlackOr hire Cedric asData analystChief of staffExecutive assistantMarketing agentResearch assistantAll use cases →
See alsoCRM updatesInvoice follow-up
Created and used by people from
Your own assistant
Automations: follow-ups and reports, sent on a schedule
Scheduling: finds the slot and books the call for you
Meetings: he joins the call, then posts the action items
Deliverables: reports and decks, drafted into the chat
The team's employee
Company Brain: teach him once, he knows for everyone
Team sync: updates land where everyone already reads
Shared tools: connected once, used by the whole team
Skills: your way of working, saved and reused by all
Private, in your control,
and Swiss based.
Private.
Your data is never sold to anyone
Your data is never used to train models
In your control.
Privacy between channels
DMs and personal context stay yours
Swiss based.
Built in Zurich, Switzerland
GDPR compliant
Don’t take our word for it
“I was impressed to see our team using it spontaneously. Linking it with our systems was very easy, and it now helps us with all of our lead management.”
Cedric boosts your efficiency
Cedric, on the jobExample
Reto
CedricFabienne
Nadja
Fabienne: Cedric, run the meeting.
The opening, Saturday · 25 minCedric moderates✓Opening day run-throughdecided: doors at 9:00
✓Budget for the weekendCHF 1,200 approved
Press and neighbors3 min left
→ Nadja: invite the neighbors by Thursday→ Reto: print the opening menu
Minutes to #team · next session booked, Thu 10:00For scale: running meetings is a whole job. US median for meeting planners: $56,920 a year.
In the meeting
How to set him up
Four quick steps, anyone can do it.
1Create your team's Cedric
Cedric is ready
CedricAPP
Welcome. Link a tool or two, add me where your team talks, and ask away.
2Link your tools
Connections
- Gmail✓ Connected
- Calendar✓ Connected
- StripeConnect
- GitHubConnect
- NotionConnect
- SheetsConnect
- DriveConnect
- and 3,000 more
3Tell Cedric what you need
Hannah
@Cedric book calls with the new leads
CedricAPP
Booked. All three on Thursday.
Thursday3 calls
09:30Nordwind GmbH✓ invited
11:00Atelier Frey✓ invited
15:30Rosette SA✓ invited
4Add him to your meetings
Cedric is joining the call
Weekly standupThu 10:00
Fabienne, Reto, Nadjain the room3
Cedricon the notesjoining
Call ended, 24 min
Notes sent to everyone✓ done
2 action items filed✓ done
Follow-up email draftedyour yes
Next standup booked✓ Thu 10:00
Hire Cedric asData analystChief of staffExecutive assistantMarketing agentOperationsResearchAll use cases →
Or for your businessStartupsAgenciesOnline shopsConsultanciesAccountantsLaw firmsReal estate
The power of Cedric
Weekly report
Every Monday09:00
Pipeline checkdaily
Invoice watchon event
Sent, 09:00 sharp
Always on
Scheduled jobs, standing routines, reactions to events in your tools. He runs while the team sleeps.
Sales, last week
+12% week over week312 orders
Posted to #sales
Does the work itself
He drafts the email, books the meeting, updates the CRM, and pulls the numbers. Finished work, not another to-do.
Memory
Grace signs the invoices
Releases ship Thursdays
Reports in CHF
Who signs the invoices?
Grace, from memory
Remembers your world
People, decisions, preferences, running projects: one memory for the whole workspace, so nobody repeats themselves.
One Cedric, one memory
Lives where you talk
Slack, Discord, Telegram, the browser, or out loud on a call. Same Cedric, same memory everywhere.
Mailboxes
sales@connected
hello@connected
lena@connected
Anything new on sales@?
Two replies, one from Brightline
Several inboxes, one Cedric
Connect the shared sales inbox and your own, each under a short name. Say which one, and he reads or sends from there.
Ready to send
To: five overdue accounts
Payment reminders, drafted
ApproveNot yet
Every action logged
Asks before anything risky
Anything outward shows a preview first: approve it, change it, or stop it. Every action lands in the log.
Plugs into everything you already use.
Ask in plain words, and Cedric works the tools behind the ask: he drafts the email, books the meeting, updates the CRM, and pulls the report. Connected once, from the chat.
Your team, finally in sync
Cedric holds the context of everything your team does: the meetings, the threads, the decisions, the tools. He tracks and coordinates all of it better than a human can, at 3am as readily as 3pm. The week he saves you from is well documented:
- 31ha month in unproductive meetings
- 28%of the workweek spent on email
- 1.8ha day hunting for information
- 1 in 3meetings could have been an email
Atlassian, McKinsey, and UNC Charlotte research.
Finance
Prep the investor updateInvestor update6 slides · in #leadership
Engineering
Fix the bug Chris hitcheckout.ts- round(total)+ total.toFixed(2)✓ PR #4483 reviewed & merged
Marketing
Draft the newsletterAugust newsletterDrafted · ready to send
The AI operations assistant, answered
The stage, the next step, the contact, and the notes, from every call and email thread he can read.
No. Every change is proposed in the channel first. Approve the routine ones once and they run on that standing yes.
Yes. Duplicates, missing fields, and titles that changed, listed for your approval in one batch.
He compares the pipeline to billing and names what does not match: the deal marked won with no invoice, the invoice with no deal.
HubSpot and the tools on the integrations page. A sheet works too, if that is your CRM.
In the channel you choose, one message per batch, with a link to each record.
Your AI employee is waiting for you
Get started for free100K credits ($50) on sign up. No card needed.