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.

Email

Password

Dashboard

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

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.

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.

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.

Sign in once. Keep the workspace local-first.

Sign in to Org Board AI

Operations board for live delivery, revenue flow, and client execution.

Direttore Esecutivo

Dashboard

Strategy & Battle Plan

Training Hub

Division Skills

Autonomous Agents

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

Visible in every division

Specific to this hat

Agent Action Log

Sentient Memory Explorer

Division Info

Add Goal

Are you sure?

Skill Appearance

Edit Task

Org Health

Training Title

Initialize Workflow

Platform Onboarding

Goal

Division-by-Division Launch Checklist

Executive Division

Marketing and Treasury

Production, QA, and Delivery

Populate the First Real Workflow

Welcome to
Org Board AI

Your Services

AI is setting up
your workspace

🎉 You're Ready!

Services Catalog

Add New Service

Choose Icon

AI Quick Brief

AI Strategy Brief

Sign in once. Keep the workspace local-first.

Sign in to Org Board AI

Dashboard

Strategy & Battle Plan

Live Metrics

Training Hub

Division Skills

Autonomous Agents

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

Visible in every division

Specific to this hat

Agent Action Log

Sentient Memory Explorer

Division Info

Add Goal

Are you sure?

Skill Appearance

Edit Task

AI Settings

Org Health

Training Title

Initialize Workflow

Platform Onboarding

Goal

Division-by-Division Launch Checklist

Executive Division

Marketing and Treasury

Production, QA, and Delivery

Populate the First Real Workflow

Welcome toOrg Board AI

Your Services

AI is setting upyour workspace

🎉 You're Ready!

Services Catalog

Add New Service

Choose Icon

AI Quick Brief

AI Strategy Brief

Welcome to
Org Board AI

AI is setting up
your workspace