Org Board AI Cloud

# Sign in once. Keep the workspace local-first.

Your board, workflows, memory, and local Ollama stay on the machine. Your account unlocks plans, cloud AI, sync, and client portal publishing.

Plans

Choose the operating tier on the account.

During beta you can switch plans without payment. The app updates entitlements immediately after sign-in.

What stays local

Board data, workflows, memory, and local runtime files stay on the machine. Account access only controls cloud features, plan gates, and hosted sync surfaces.

Account Access

## Sign in to Org Board AI

Use your Org Board AI account to unlock cloud features, paid plans, and synced client portals.

Cloud Setup Required

Paste the Supabase publishable key once for this machine. The cloud API and Supabase URL are already prefilled.

Your Name
Email
Password
Confirm Password

### Strategy & Battle Plan

Hierarchical strategy execution.

AI Strat-Gen

### Live Metrics

Input daily data & track historical performance.

Demo Data
Input real data and click "AI Interpret" for analysis.

### Training Hub

Standard Operating Procedures (SOPs) & Skills.

### Division Skills

Operational knowledge that powers all AI responses.

What Skills Are

Skills are AI memory, not SOPs for you. A good skill tells the AI how to think, what sequence to follow, what output standard to hit, and what it must never do. Human teaching belongs in Training. Repeated patrol work belongs in Agents.

### Autonomous Agents

Recurring AI workers that watch the board, detect signals, and take bounded action.

What Agents Are

Agents are not generic chatbots. Each one should have a watched signal, a trigger, a bounded action set, and a clear report-back pattern. If the role is still vague, it is not ready to become an agent yet.

Create Agent With AI

#### Describe the role. The platform agent will be generated from the brief.

General agents are visible in every division. Division agents stay inside the current division and can post into that division's AI Advisor feed.

Division agents are the default everywhere. Only ED can keep a general agent.

General Agents

#### Visible in every division

0

Division Agents

#### Specific to this hat

0

#### Agent Action Log

Agents are standing by. Click "Awaken Agents" to run a scan cycle.

#### Sentient Memory Explorer

Every action, decision, and achievement embedded as a vector. Loading...

Loading memory logs...

### Division Info

### Add Goal

Goal Description

### Are you sure?

This action cannot be undone.

### Skill Appearance

Pick an icon, search by keyword, and choose a saved color.

Search Icons
Preset Colors
Custom Color

### Edit Task

Task Title
Workflow Date
Client Portal (Magic Link)

Share this link with your client so they can track progress in real-time.

### AI Settings

Signed In As

Not signed in

Plan

—

Status

inactive

Cloud Usage

No cloud usage yet

Desktop App

v1.0.0-beta.17

Updates are checked automatically in packaged builds.

Open Docs
Local Runtime
Preferred Local Runtime
Preferred Local Model
Apple Silicon should move toward the embedded Org Board runtime. Ollama stays available as an advanced test and fallback path.
Chat & Generation
Provider
Chat Model
API Key (OpenRouter / OpenAI)
Sentient Memory (RAG Embeddings)
How it works: Every action you take gets embedded into a vector. When you chat, the AI finds the most semantically relevant memories — not just the most recent ones. This is what makes it a Sentient Co-Founder.
Embedding Provider
Embedding Model

Backfill Memory Embeddings

Re-embed all existing memory logs with current model

Your Identity
Your Name
Company Name
City
Agent Auto-Run Hour
App Language

### Org Health

A plain-language read on how the org is operating right now and what is creating pressure.

core training 10 min

### Training Title

Practical operating guidance for this division.

What You Will Leave With

A clearer operating rule and a more confident next move.

Module Highlights

### Initialize Workflow

Client / Task Name
Workflow Date

## Platform Onboarding

After the business details setup, use this guided walkthrough to configure the board division by division. You can skip it now and reopen it anytime from the rocket icon.

#### Goal

By the end of this walkthrough, your executive plans, operating rhythm, client pipeline, and support loop should all be active.

### Division-by-Division Launch Checklist

Work from executive control down to delivery. Each action below opens the relevant area so you can configure plans, metrics, and workflows in context.

Step 1

#### Executive Division

Set your yearly and monthly battle plans, define the weekly focus, and review whether the top-level VFP matches your real business.

Step 2

#### Marketing and Treasury

Define outreach targets, set revenue goals, and make sure your cash collection process and deposit logic are represented in battle plans and active workflows.

Step 3

#### Production, QA, and Delivery

Set daily execution plans, create your default AI task packs for client delivery, and make sure QA and support each have a clear closing checklist.

Step 4

#### Populate the First Real Workflow

Create your first client workflow, generate AI tasks from the card, and move it through the divisions so the board starts reflecting reality immediately.

## Welcome to
Org Board AI

Your complete business operating system.
Let's set it up in 3 minutes.

Your Name *
Company / Agency Name *
City / Location

Local AI Setup

The app will use the recommended local model for this machine by default. You can fine-tune cloud, Ollama, and runtime settings later from Settings.

## Your Services

Edit the prices and descriptions. These get injected into every AI response so it knows exactly what you sell.

Business Type Template

Websites, AI automations, and ongoing support for service businesses.

Machine setup

Checking the machine profile and preparing the recommended local AI path…

The Continue button stays locked until the local AI path for this machine is ready.

## AI is setting up
your workspace

Sit back. The AI is reading your services and configuring all 8 divisions specifically for your business.

## 🎉 You're Ready!

Your workspace for is fully configured.

8 divisions personalised. Battle plans created. AI knows your business.

8 Divisions

Memory Active

Agents Ready

### Services Catalog

Every service here is injected into all AI advice, tasks, and battle plans.

#### Add New Service

### Choose Icon

Search by meaning, then click the icon you want to use.

Selected

fa-box

### AI Quick Brief

Answer what you can — leave blank what you don't know. The AI uses your answers + memory to generate surgical tasks.

### AI Strategy Brief

Give the AI context about your current situation. The more you share, the more targeted the strategy.