Fabienne
Reto
Nadja
Cedric joined #general
Ready in 30 seconds
Installed in seconds
Add it to your Slack and it is at work. No servers, no setup project, nothing for IT to maintain.
Cedric carries the meeting into the CRM.
It sits in the customer call like a teammate. When the call ends, the deal has the summary, the new stage, the next step with a date, and the contact it just met. Every change waits for your yes.
- It was in the call, so nobody retypes it.
- Contact, stage, next step, summary: proposed within the hour.
- 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
How does a meeting end up in the CRM?
The CRM lags because the person who was in the call is the person who has to type it up afterwards. Cedric was in the call too. When it ends, it proposes the record: who it met, what was agreed, what happens next. You read it in the channel and say yes.
It was in the room
Invite it to the call like a teammate. It takes the notes, the decisions and the promises as they happen.
The record, proposed
Contact, company, stage, next step, summary. Posted in the channel the minute the call ends.
Written on your yes
One approval writes it all, with the call attached as the source.
#salesCedric is in this channel
Hannah Berg10:28 AM
@Cedric join the Halcyon discovery call and update HubSpot after.
CedricAPP10:59 AM
Discovery call with Halcyon, 28 minutes, Priya Sato and their IT lead. Proposed for HubSpot:
Google Meet, 10:30 to 10:58, Cedric in the call
New in HubSpot
- ContactPriya Sato, Head of OpsNew
- CompanyHalcyon, 120 peopleNew
Deal: Halcyon, 40 seats
- Stage
DiscoverytoQualifiedChange - Next stepSecurity pack by ThursdayNew
- SummaryThree lines, from the callNote
Calendar
- Next meetingTue 10:00, Priya and HannahInvite
Create the contact and update the deal?
Which meetings does it turn into records?
The discovery call
A new contact and company, proposed with the need they described and the size they mentioned.
The demo
The stage moves, the objections go in the notes, and the trial start gets a date.
The renewal call
Next step, owner and date on the deal, and the follow-up task filed for whoever promised it.
The pipeline review
"Drop Nordwind" said in the room becomes closed-lost on the deal, on a yes.
Google Meet
HubSpot
Salesforce
Pipedrive
Attio
Google CalendarSlackWhat does the deal say afterwards?
The exact fields, before the call and after your yes. Nothing lands that you did not read first.
@Cedricjoin every customer call on my calendar and propose the CRM update after.
once, for every callJoins the call as a visible guest, from the link or the invite.
Takes the notes: what was decided, what stayed open, what was promised.
Finds the deal, or proposes a new contact and company when it met someone new.
Proposes the changes in the channel: stage, next step with a date, the summary.
Writes on your yes, with the call attached as the source.
Books the next meeting from real availability. The invite waits for a yes too.
Result. The pipeline says what happened, the same day.
Deal: Halcyon, 40 seatsHubSpot, written by Cedric on Hannah's yes
StageDiscoveryQualified
Contactnone on filePriya Satonew
Next stepnoneSecurity pack by Thursday
SummarynoneThree lines from the call
Next meetingnoneTue 10:00
Last activity12 days agoToday, 28-minute call
Source the 10:30 call, 28 minProposed in #sales
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 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
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
Meeting to CRM, answered
The CRM updated from the meeting itself, by the teammate that sat in it. When the call ends Cedric proposes the contact, the stage, the next step and the summary, and writes them on your yes.
HubSpot, Salesforce, Pipedrive, Attio and Close, connected from the dashboard.
It proposes them when it meets someone new, with the title and the company it heard. They are created on your yes, never before.
No. Every change is a proposal in the channel. One yes writes it, with the call attached as the source. Silence writes nothing.
Paste the notes or the transcript in the thread and ask. Email threads count on their own: see CRM updates from calls and threads.
Yes. It joins as a visible guest, named in the participant list like anyone else. Say so at the start, and check what your region requires for external calls.
Your AI employee is waiting for you
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