onboard

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).