step 00 · tell us about your company
What does your company actually do? Describe your company in one or two sentences. Our recommender — the same engine that powers CLO — picks your personal agent, memory layer, ops surface, and pedagogy module, and tailors the setup to what you wrote.
01 Linear · GitHub · Slack · Notion
SaaS / software You ship code. Onboarding new engineers is the bottleneck.
use this template → 02 Slack · Notion · Drive · Calendly
Agency / consulting Every client is a new brain. Context lives in 12 tabs.
use this template → 03 Workday · MS Teams · handheld · SharePoint
Hardware / manufacturing SOPs, safety, shop floor. People forget the procedure.
use this template → 04 Shopify · Gorgias · Slack · Notion
E-commerce / DTC Ops playbooks change weekly. Vendors churn monthly.
use this template → 05 Epic · MS Teams · SharePoint
Clinic / healthcare Protocols, compliance, handoffs. Audit trail required.
use this template → 06 ServiceTitan · SMS · handheld
Trades / field services Crews in the field. Training decays fastest here.
use this template → 