alludium/brain

Answer "what do we know about X?" and "who has met them?" from the firm's Alludium Brain, with every claim cited to its source. Use for any question about a company, founder, investor, LP, fund, customer or deal the firm may have touched, for example "what do we know about Acme", "who's met Maya Lindqvist", "have we talked to Kestrel", "what's our history with Copperbeck". Offers, never silently, to file new information the user adds.

File a meeting's notes, or a Slack thread, into the firm's Alludium Brain word for word, with the source IDs from the notes connector (Granola, Fireflies, Otter, Fathom, Zoom, Teams or Google Meet) or Slack. Use after a call when the user says "file this meeting", "capture my call with …", "save today's meeting notes to the brain", or pastes meeting notes to keep, and when they say "file this Slack thread" or "save the

Upload files (pitch decks, data-room documents, memos, spreadsheets) to the firm's Alludium Brain without reading them. Use when the user attaches or points to files and says to drop, file, add or upload them to the brain, for example "drop this deck into the brain" or "file the Acme data room". Also uploads the firm's Word reference document (reference.docx) that styles Word exports. Also use it to offer, never silently, when the user shares a deck or document without asking to file it.

Ask Alludium for help, report a problem with Alludium Brain, or check on a request already made. Use when the user says "report this to Alludium", "this isn't working", "ask Alludium", "I have an idea for the brain", "something's wrong with my upload", "any news on my support request?" or "S-31", or after a brain tool error the user wants looked at. Raises a support request with the user's own words and only technical details, never firm content.

Draft an investment committee (IC) memo for a deal from what the firm's Alludium Brain knows, under the firm's own memo headings, with every claim cited. Use when the user says "draft the IC memo for Acme", "prep Acme for IC", "write up Ferrolith for the partner meeting" or "start an investment memo on Kestrel".

Fill the firm's Alludium Brain from its CRM (Affinity, Attio or HubSpot) - the companies, people and deals on a chosen list, saved view, pipeline or set of named companies, with their notes and recent meetings - through the CRM's hosted connector. Always dry-runs first, works in batches with progress, is safe to re-run (changed records are updated) and stops at a size limit. Also backfills one company the brain knows only from its CRM record, when brief, prepare-meeting or seen-before offer it. Use when the user says "import our Affinity pipeline", "import from Affinity", "load our deal list from the CRM into the brain", "backfill the brain from HubSpot", "import our Attio deals" or "dry-run a CRM import". Not for checking a sourcing list against the brain (use seen-before) or filing one meeting (use capture-meeting).

Record a firm decision on a company or deal in Alludium Brain - move it to a stage of the firm's deal process, pass, lose, put on hold, or invest - with the reasons in the deciders' words, who decided, the date and the sources it rests on; and tick checklist items the user confirms are done. Use when the user says "log a pass on Acme", "we're passing on Kestrel because …", "record that we're moving Acme to IC", "Acme is in due diligence", "we lost Wren to another fund", "put Ferrolith on hold", "we decided to invest in Ferrolith" or "tick customer references for Acme"; and a decision that moves nothing, about any company, person or fund ("we're dropping Kestrel as our fund admin", "Maya joins our advisory board"). Also use it to offer, never silently, when the user mentions a decision without asking to record it. Not for an opinion or a take that is not a decision (use note).

Save a short note, judgement or correction about a company, person, fund or deal to the firm's Alludium Brain. Use when the user says "note on Acme: …", "note that …", "remember that …" about a company or person, "add to the brain: …", or gives a quick take after a call. Also use it to offer, never silently, when the user voices a view on one without asking to save it. Links the note to the right entities, keeps it private by default and offers to share it with the firm. Also comments on a document in the brain ("comment on the Acme memo's Risks: …", "review this memo and comment"), replies, and resolving a thread. Not for the user's own preferences or standing instructions ("remember that I…", "always…"), which go to the profile skill.

Onboard a firm or a person to Alludium Brain, research first. For the first person at a firm, asks what the firm's packs need (set by Alludium when it created the organisation), researches the firm's public footprint (website, team, filings, press) and the user's connected data tools, proposes each section with every item cited, and asks only to confirm, correct and fill gaps; then records the systems the firm uses and sets up the CRM import, nightly run and team. For later users, a short personal setup (profile, connections, nightly run) and a tour of what the brain already knows. Also changes the firm's configuration - its fit profile (a venture firm's thesis, a sales team's ideal customer profile) and criteria, deal process (stages, checklists, documents), funds, custom fields, tag vocabularies, team members and focus areas, memo headings and house style, and which mail the nightly run files - by interview or from the firm's own documents. Use when someone says "onboard us", "onboard me", "set up Alludium Brain for our firm", "I'm new to Alludium Brain", "here are our fund documents", "update our thesis", "update our ICP", "add Priya to the team", "Tomas now covers security", "change our deal stages", "add a checklist to due diligence", "add a sector tag for climate", "review suggested tags", "use our memo template" or "stop filing recruiter mail". Not for notes about companies (use note), deal decisions (use log-decision) or one person's own preferences, such as how they like their briefs (use profile).

Capture how the firm works in Alludium Brain and manage the firm's own skills. How it works - its document templates (IC memo, LP update, one-pager, IC agenda, a proposal) and how its drafts look (colours, fonts, logo), routines (IC, portfolio review, LP reporting, sourcing, a weekly pipeline review) and who owns what - by interview, from past examples or from the firm's documents. Its skills - turn how the user does something into a reusable skill, import one the firm has, propose it, review, approve, restore or retire. Use for "teach Alludium Brain how we run IC", "here are our last three LP letters", "Priya owns LP reporting", "make our memos use our logo and colours", "turn this into a skill", "import our LP update skill", "share my deal-triage skill with the firm", "review the pending skills", "approve lp-update", "roll back lp-update" or "I want my own version of ic-prep". To run a firm skill, load it with configure(skill=...) instead.

Prepare a cited brief for an upcoming meeting from the user's calendar and the firm's Alludium Brain - who is attending, what the firm knows about them and their company, colleagues' notes and open questions. Use when the user says "prep me for my call with …", "brief me for tomorrow's meeting", "prepare for the Acme meeting" or asks what to know before a meeting.

Keep the user's own private profile in Alludium Brain: how they like their briefs, meeting prep and digests, standing instructions, and their writing style. Use when the user talks about themselves rather than a company, for example "remember that I…", "I prefer…", "always cc Priya on portfolio updates", "never…", "I don't do intros for crypto", "learn my writing style from these emails", "what do you know about me?", "show my profile", "forget that", "change my brief preference". Not for notes about companies or people (use note) or for firm conventions such as memo headings and deal stages (use onboard).

Check a list of sourced companies against the firm's Alludium Brain and say for each whether it is new, seen, met or passed, with the reason and who at the firm knows them. Use when the user shares a sourcing or prospect list, CSV, spreadsheet, newsletter or pasted list of startups or accounts and asks "have we seen these?", "which of these are new?", "check this list against the brain" or "dedupe this list".

Ask a colleague at the firm to do something through Alludium Brain, collate what everyone at the firm knows about a company, work on a task someone asked of you, and see what you asked for. Use when the user says "ask Priya to call Acme's references before Thursday", "get Tomas to send the DPA", "collate what everyone knows about Acme AI before IC", "ask whoever covers security to look at Acme", "ask everyone for their Q4 travel", "work on Alludium Brain task T-42" (or any "T-" number from Alludium Brain), "what's on my plate?", "what have people asked me for?", "what did I ask Tomas for?", "I've done T-42", "cancel what I asked Jonah for", "decline T-42, I never met them", "ask Tomas for access to that meeting" or "share it with Clara" (an access request).

A cited digest of what changed in the firm's Alludium Brain since a given time - inbound pitches and introductions, decisions, status changes, new notes, meetings, emails and documents, shares and changed facts - across the firm or for one company. Load it before calling whats_changed. Use when the user asks "what's new?", "anything I should know this morning?", "what changed since yesterday?", "anything new on Acme this week?", "what changed in Ferrolith's numbers?" or for a morning digest. Also sets up and runs the nightly scheduled task that files each day's meetings, the email the firm keeps and chosen Slack threads into the brain.