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Cookbook

The Cookbook is where the pieces come together. The rest of these docs explain each feature on its own; the Cookbook will show you how to combine chats, tasks, pages, databases, automations, and AI agents into complete, repeatable workflows for real jobs.

Each recipe will take a real outcome — not a single feature — and walk you through it end to end: which surfaces to use, how to wire them together, and the small decisions that make it work in practice. Think of it as a trusted teammate showing you their setup, step by step.

Here’s a taste of what’s coming:

  • Onboard a new hire, end to end — a channel, a checklist of tasks, a knowledge page, and an automation that kicks it all off on day one.
  • Turn a sales inquiry into a tracked deal — capture the contact in the CRM, open a task, and keep the conversation linked.
  • Run a weekly release — an automation that opens the release tasks, nudges owners, and posts a summary to a channel.
  • Stand up an AI support agent — give an agent your help docs as knowledge, connect a tool, and let it draft replies for review.
  • Build a lightweight applicant tracker — a database of candidates, views by stage, and an automation for each new application.
  • Automate your standup — a daily flow that drafts a summary with AI and posts it to your team channel.

Everything a recipe uses is already documented. Start here: