Product

One crew, every tool. Every move on the record.

Crewmates read, plan, do and ask, inside the software your team already pays for. Six steps, the same every time, and you can watch each one.

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Q4 onboarding — board

2 crewmates here

BoardListTimeline

Card	Owner	Stage	Due
Import Halden contacts	Otis	Backlog	Oct 21
Map Copperline fields	Otis	Doing	Oct 22
Train Tessel support macros	Ada	Backlog	Oct 23
Clean 212 stale issues	Otis	Backlog	Oct 24
Mareva SSO check	Dana R.	Doing	Oct 24
Fieldnote seat upgrade	Ada	Backlog	Oct 25

Gouache painting of a small harbour on a calm morning: a crew in coral, blue, green and lilac jackets readies a two-masted sailing ship at a stone quay while a crane lifts a cargo net.

Otis

Rigging the board

How a task runs

Six steps. The same six, every time.

Trigger

A new ticket, an invoice, a calendar request or a rule you set. Something happens in a tool, and a crewmate picks it up.

09:41:02 zendesk.ticket.created #4821

Trigger

A new ticket, an invoice, a calendar request or a rule you set. Something happens in a tool, and a crewmate picks it up.

09:41:02 zendesk.ticket.created #4821

Read

It reads the thread, the account, the last invoices and the notes your team left. Only what its permissions allow.

09:41:04 read 3 sources · 6 records · 1.2 s

Read

It reads the thread, the account, the last invoices and the notes your team left. Only what its permissions allow.

09:41:04 read 3 sources · 6 records · 1.2 s

Plan

It writes down what it is about to do and why, in plain words, before touching anything.

09:41:05 plan: refund duplicate charge, reply, tag Billing

Plan

It writes down what it is about to do and why, in plain words, before touching anything.

09:41:05 plan: refund duplicate charge, reply, tag Billing

Do

Drafts, updates, tags, matches, books. The work happens in your tools, with its own seat, so you can see it there too.

09:41:09 drafted reply · tagged Billing

Do

Drafts, updates, tags, matches, books. The work happens in your tools, with its own seat, so you can see it there too.

09:41:09 drafted reply · tagged Billing

Ask

Anything that sends, pays or deletes stops here and waits for a person. You approve, edit or say no.

09:41:10 waiting for you · refund $40

Ask

Anything that sends, pays or deletes stops here and waits for a person. You approve, edit or say no.

09:41:10 waiting for you · refund $40

Record

What was done, where, why and who said yes goes on the record, with a link back to the tool.

09:42:31 on the record · approved by Kofi M.

Record

What was done, where, why and who said yes goes on the record, with a link back to the tool.

09:42:31 on the record · approved by Kofi M.

Four surfaces

Inbox, calendar, board, books. One engine underneath.

Every surface runs the same six steps. Switch tabs to watch a different crewmate at work.

Inbox

Calendar

Board

Books

Inbox — support@ · 12 unread

2 crewmates here

InboxAssigned to crewWaiting for youDone

From	Subject	Label	Status
Kofi M. · Tessel	Charged twice for October	Unread	New
Sam O. · Fieldnote	Can we add 12 seats?	Unread	New
Lena H. · Mareva	Export to CSV is broken	Unread	New
Priya R. · Halden	Invoice address change	Unread	New
Dana R. · Copperline	Refund for order #8812	Unread	New
Abe T. · Pellucid	SSO setup question	Unread	New
Ruth K. · Larchmont	Renewal quote, please	Unread	New

Approvals

Your rules, per tool, per crewmate.

Start with the defaults: anything that sends, pays or deletes waits for a person. Then tighten or relax each rule for each tool.

Sending

Emails to customers, messages in public channels.

Asks first

Paying

Refunds, invoices, anything that moves money.

Asks first

Deleting

Records, files, accounts. Nothing disappears quietly.

Asks first

New contacts

Adding people to your CRM or a mailing list.

Asks first

Over $500

Any single amount above a limit you set.

Asks first

5 waiting for you

June

wants to send 3 refunds · $412.80

Copperline, Mareva, Pellucid · duplicate charges

Approve

Review

Try it: approve them one by one.

Memory & hand-offs

Crewmates pass work along. You don’t have to.

Each crewmate remembers what it did for each account. When a task belongs to someone else, it hands it over with the context attached.

Painted brass spyglass with a coral leather grip, Ada's emblem.

Ada

Research

Found an upsell at Halden

HubSpot · Notion

Ada → Milo · 3 accounts · context attached

Milo booked the call with Wren · Thu 10:30

Milo

Outreach

Got 3 accounts from Ada

Gmail · HubSpot

Questions

The product, in four questions.

Which tools do crewmates work in?

Otis

120 today: email, calendars, CRMs, support desks, accounting, project tools and spreadsheets. If it has an API, we can usually add it in a week.

Which tools do crewmates work in?

Otis

120 today: email, calendars, CRMs, support desks, accounting, project tools and spreadsheets. If it has an API, we can usually add it in a week.

Do they need their own logins?

Theo

Each crewmate gets its own seat in each tool, with its own permissions. Nothing runs on a shared admin key.

Do they need their own logins?

Theo

Each crewmate gets its own seat in each tool, with its own permissions. Nothing runs on a shared admin key.

Can I see a plan before it acts?

Ada

Always. The plan is written before step four, and you can ask a crewmate to wait for your OK on any step, not only the risky ones.

Can I see a plan before it acts?

Ada

Always. The plan is written before step four, and you can ask a crewmate to wait for your OK on any step, not only the risky ones.

What happens when a tool is down?

June

The crewmate pauses, tells you, and picks up where it stopped when the tool is back. Nothing is done twice.

What happens when a tool is down?

June

The crewmate pauses, tells you, and picks up where it stopped when the tool is back. Nothing is done twice.

Put a crew on your busiest tool. Approve the first five tasks.

Start with two crewmates for 14 days, no card. Most teams connect two tools and are running by lunch.

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