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Cedric, the AI operations assistant that keeps the records true.
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.
# salesPipeline and follow-ups Cedric online
Hannah Berg13:47
@Cedric prep me for the 14:00 with Marek & Co.
CedricApp13:47
Brief ready: history, open items, two talking points.
marek-brief.pdf3 pages · updated just now
Customer since 2023 · 8 orders · CHF 46k lifetimeOpen: the renewal quote, the March delivery claimTalking points: annual billing, the new SLA
Attach it to the invite?
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: it 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 it 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
Stripe
Google Sheets
GmailSlack
Google Calendar
NotionOr hire Cedric asAI data analystAI chief of staffAI executive assistantAI marketing agentAI research 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: it joins the call, then posts the action items
Deliverables: reports and decks, drafted into the chat
The team's employee
Company Brain: teach it once, it 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
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 it 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
3Add it to your meetings
Cedric joined the call
CedricAPP
Invite me like any teammate. I keep time, take the notes, and chase every action item after.
Weekly standupThu 10:00
Cedricon the notes✓ in the call
4Tell 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
Hire Cedric asData analystChief of staffExecutive assistantMarketing agentOperationsResearchAll use cases →
Or for your businessStartupsAgenciesOnline shopsConsultancies
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. It runs while the team sleeps.
Sales, last week
+12% week over week312 orders
Posted to #sales
Does the work itself
It 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.
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: it 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. It tracks and coordinates all of it better than a human can, at 3am as readily as 3pm. The week it 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
FAQ
You connect only the tools you choose, with scoped permissions you can revoke at any time. Cedric reads what a task needs and nothing more.
Yes. Drop the call link in the thread, or put Cedric on the calendar invite like any coworker. It joins, runs the agenda if you hand it the chair, and answers when someone addresses it by name. The minutes land in the channel when the call ends, and anything it picks up to do waits for your approval. You can also just chat with it, in the call or afterwards.
Yes. Add it to your workspace and hand it your own to-dos; nothing changes for anyone else. The moment a teammate mentions it, it is theirs too, with the same shared memory, so nobody has to explain the company twice.
Right now. Get started for free, pick where your team talks, and your workspace opens with 100,000 credits ($50 of work), no card. About 30 seconds; connect the first tool whenever a task needs one.
Your AI employee is waiting for you
Get started for free100K credits ($50) on sign up. No card needed.