Use the sample dashboard and guides to bring your company’s priorities into one view. Start with information you supply, then assess the connections needed for a recurring brief.
The investor update is due on the first, and you spend the last night of the month rebuilding it from memory.
With AI:
Supply checked numbers and highlights to draft an investor update. Review the claims, context and asks before sending.
Customer interviews into patterns
Next, not included
Now:
A stack of interview notes says a dozen different things, and the roadmap goes with whoever spoke last.
With AI:
AI can suggest patterns from supplied interview notes. Check each against the source before deciding what it means for the roadmap.
What you’ll set up
Start with the sample and guides. Your own dashboard and connected brief need additional setup.
Visualize
Start with context you can share.
Brief Claude on what you’re building, for whom and how money comes in, then adapt the sample dashboard with the company information you provide.
Automate
Prepare and check a first brief.
A scheduled brief is one possible AI agent. It needs paid Claude Desktop and compatible connections; begin by checking a brief from information you supply.
Optimize
Review current information each week.
Review current information each week and choose one thing to improve. The dashboard only reflects what you provide or successfully connect.
No. It’s AI Foundations, a free 20-minute starter for anyone running a business. When you want launch posts going out every day, The Social Machine is the live next step.
Do I need to code?
The sample needs no account or code. Your own dashboard and scheduled brief need a paid Claude plan and the Claude desktop app; connections take additional setup.
Can AI help build the product itself?
Product building is outside this starter. It helps you organise business context. When you need a designer for the product or deck, hire one through Design Match.
Is our company data safe?
You decide what goes in. Customer and investor names can stay out, and you can try the sample company before adding anything of your own.
What if I already have a team?
Set up the starter yourself first. When the team needs one shared way of working, the private half day for teams builds it.
Start with a view of your company.
Explore the sample tonight, then follow the guide with the information you have. Connected briefs need additional setup.