How it works

Click this → get that. Six steps, no guesswork.

Every screen tells you what to press next. Research, planning, reference tools, and Employee OS — one workspace, one flow.

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GAUGE audit: a structured company-health score for existing businesses across growth, operations, GTM, and readiness — used when you build a plan for an established company.

See the full flow

Research → Plan → Reference → Employee OS in one workspace.

Workflow

Six steps — what to click at each stage

Button names match the app exactly so you can follow along inside your workspace.

01Create your projectEvery idea gets its own vault — research, plans, and Employee OS tasks stay tied to one project.
What to click
  • Click Start free now and sign up (email or Google).
  • Open Projects in the top nav.
  • Enter your idea, industry, and market → click Create project.
  • Open Dashboard to see credits and your project list.
What you get
  • 30 free credits
  • One project vault per idea
  • Dashboard with plan + activity
02Run market researchTurn a niche question into a sourced intelligence report you can download or feed into planning.
What to click
  • Go to Market Research and pick your project from the dropdown.
  • Fill Topic / idea, Industry, and Country / market.
  • Choose report depth (e.g. 8 sections) → click Generate report.
  • When ready, click Download report (Markdown) or read it on the page.
What you get
  • 40+ page cited report
  • Competitor & TAM maps
  • Markdown export
03Build your business planGenerate an investor- or bank-ready plan from your research — or paste your own notes.
What to click
  • Open Business Plan and select the same project.
  • Click Build plan for new company (startup) or Build plan for existing company — a GAUGE audit is a structured company-health score across growth, ops, GTM, and readiness.
  • On the Intake tab, fill your idea and check Use latest IIDATECH market research report.
  • Click Build Agentic Business Plan → switch to Plan Output to read the result.
What you get
  • Investor-ready sections
  • Financial framing
  • Loan / visa application mode
04Use the Reference hubEmbedded Plan It Out and Business Plan tools — same experience as our Business Intelligence Hub.
What to click
  • In Business Plan, open the Reference tab.
  • Use Plan It Out for step-by-step action plans with vendors and milestones.
  • Use Business Plan for location-specific budgets and full plan generation.
  • Copy insights back into your main plan or share with stakeholders.
What you get
  • 35+ page action plans
  • Location-specific budgets
  • Full business plan generator
05Set up Employee OSYour virtual team turns the plan into tasks — outreach, research follow-ups, CRM sync, and automations.
What to click
  • Go to Employee OS and pick your project.
  • Step 1: choose Full office → click Save workspace.
  • Open Integrations. LLM API keys are optional for free/demo exploration — add one only for advanced Employee OS model routing → Save API keys.
  • Optional: click Connect with Gmail / LinkedIn / HubSpot for live outreach.
What you get
  • 6 specialized agents
  • Taylor (COO) orchestration
  • Optional OAuth + BYO LLM keys
06Execute and shipRun the office day, approve tasks, and export everything when you are ready to share.
What to click
  • In The Office tab, click Build checklist from plan then Run full office day.
  • Review pending items under Tasks & approvals → click Approve or Approve & run next.
  • Chat with any agent under Agents & team — type a task or click a starter prompt.
  • Save exports from Dashboard or download reports anytime.
What you get
  • Live task board
  • Email / LinkedIn / CRM outputs
  • Saved deliverables library
Employee OS

Your AI workforce — explained in detail

Employee OS is not a chatbot sidebar. It is a full execution layer: Taylor (your COO) coordinates six specialists, turns your business plan into a task checklist, and runs outreach only after you approve.

Full office

You want the whole virtual company — research, sales, ops, and Taylor coordinating.

Step 1 → click **Full office** → **Save workspace**. All tabs unlock.

Department

You only need one function — e.g. Sales or Research.

Step 1 → click **Department** → pick department chips → **Save workspace**.

Employee / team

You want to work with one or two specific agents only.

Step 1 → click **Employee / team** → select agent names → **Save workspace**.

Inside Employee OS

Every tab — what it does and what to click

The OfficeYour daily operating rhythm — clock in, standup, execute tasks, sync agents, deliver outputs.
Click path
  • Add Priorities today (one goal per line).
  • Click Clock in → Standup → Next task to advance phase by phase.
  • Or click Run full office day to run the entire cycle at once.
  • Click Build checklist from plan to turn your business plan into a task board.

Output: Task board with assignees, status, and downloadable artifacts per task.

Tasks & approvalsHuman-in-the-loop gate before anything goes external — emails, LinkedIn posts, CRM writes.
Click path
  • Click Build checklist from plan if the queue is empty.
  • Toggle Auto-approve external actions if you trust the agents to send without review.
  • For each pending item, click Approve, Retry, or Skip.
  • Click Approve & run next to process the queue in order.

Output: Approved outreach, CRM updates, and research deliverables with audit trail.

War roomSee agents debate strategy and sync on complex decisions before executing.
Click path
  • Open War room after tasks have run at least once.
  • Read the Team channel for agent-to-agent messages.
  • Click Run team debate sync to trigger a fresh strategy discussion.

Output: Shared channel log — who said what, when, and which decision was taken.

Command centerBird's-eye metrics — open tasks, completions, roster status, company-wide cycle.
Click path
  • Open Command center to see live metrics (tasks open, done, failed).
  • Review Team status for each agent's workload.
  • Click Run full company cycle to orchestrate all departments in one pass.

Output: Metrics dashboard + roster snapshot updated after each cycle.

Agents & teamChat directly with any AI employee — research, outreach, automation, deck design.
Click path
  • Click an agent name (e.g. BD and Outreach) to open their chat.
  • Click a starter prompt chip or type your own instruction → Send.
  • Under Team and hiring, click Hire {role} or fill a custom name + role → Add to roster.

Output: Chat transcripts, file artifacts, and a growing team roster per project.

IntegrationsConnect the keys and apps agents need before they can work.
Click path
  • Optionally add Perplexity / LLM keys for advanced routing → Save API keys. Free and demo use works without BYO keys.
  • Click Connect with Gmail, LinkedIn, or HubSpot for OAuth.
  • If OAuth is not configured, paste manual tokens under Manual tokens → Save.

Output: Setup checklist items — core exploration works on free credits; optional keys unlock advanced routing and live outreach.

The team

Six agents you get on day one

Research AnalystDeep-dives on competitors, TAM, and follow-up questions from your report.
Strategy AssociateTurns research into positioning, ICP, and GTM recommendations.
Report WriterPolishes deliverables into investor-ready memos and summaries.
BD and OutreachBuilds lead lists, drafts emails, and queues LinkedIn outreach.
Automation EngineerWires CRM syncs, inbox rules, and recurring workflows.
Deck DesignerStructures pitch slides and one-pagers from your plan data.

Taylor — Team Leader (COO)

Taylor sits above the agents. She reads your setup checklist, surfaces notifications, and offers one-click actions: Approve all external, Retry failed, and Run next task. When you run The Office day, Taylor mentors each phase and posts notes on the task board.

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Deliverables

What lands in your workspace

Real outputs — not placeholder lorem. Every section is exportable and shareable.

Market intelligence report

40+

18 sourced topics

Business plan

30+

ICP, GTM, financials

Action plan

35+

Vendors, hiring, milestones

Employee OS outputs

Live

Emails, leads, automations
Team strategy discussion in a modern office
Live research18 topics sourced
Team ready6 AI employees
Built for humans

Designed for founders who wear every hat.

Mobile-friendly, generous spacing, and clear next steps — so you spend time deciding, not fighting the tool.

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Ready?

Your first report in under a minute.

No card required. 30 free credits to start.

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