Installed in seconds
Add him to your Slack and he is at work. No servers, no setup project, nothing for IT to maintain.
Say it once in the channel and client onboarding runs itself: the kickoff booked, the intake form sent, the replies collected, the folder set up, the quiet ones nudged. It keeps going for days, and anything that sends waits for your yes.
@Cedric prep Friday's status for all five clients.
Five one-pagers drafted, each in the client's format.
Ready for review
Most onboarding checklists die at step three, when somebody has to wait for somebody. Cedric runs the checklist as a workflow that waits: he books, sends, collects, files, and nudges, across days and weekends, and stops for you at the one step that sends something to the client.
Kickoff, intake form, folder, welcome note, in order, across the week. Nothing depends on a chat staying open.
A reply in DM counts on its own. The one who has not answered gets a reminder, not the whole group.
The welcome email is a preview until you say yes. The run stops there and waits for you.
@Cedric onboard Hotel Aare: kickoff, intake form, folder, welcome note.
The run knows who still owes a reply. Their DM answer counts; the quiet ones get nudged on schedule.
Six questions for the client's team go out as a short private form; the submissions flow back into the run.
The client folder, the Notion page, the kickoff on the calendar: created on your yes, in the places you already use.
The same shape onboards an employee: accounts requested, the first-week calendar set, the missing timesheet chased kindly.
Created and used by people from
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
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

“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.”
Fabienne: Cedric, run the meeting.
Four quick steps, anyone can do it.
Cedric is ready
Welcome. Link a tool or two, add me where your team talks, and ask away.
Connections
@Cedric book calls with the new leads
Booked. All three on Thursday.
Thursday3 calls
Cedric is joining the call
Weekly standupThu 10:00
Call ended, 24 min
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.
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:
Atlassian, McKinsey, and UNC Charlotte research.
The kickoff booked, the intake form sent, the replies collected, the folder and the Notion page created, the welcome note. In order, across the week.
A short private form for the client's team, or a reply in DM. Both count. Whoever has not answered gets a reminder on schedule.
No. The welcome email waits as a preview until you say yes. The run pauses there.
No. The run lives in your workspace and continues for days, whoever is online.
Yes. Accounts requested, the first-week calendar set, the missing timesheet chased kindly.
The calendar, email, Notion and your team chat, once connected. The CRM too, if the client should exist there.
100K credits ($50) on sign up. No card needed.