# See OrgSync at work: the product tour The text copy of https://orgsync.co/tour: short videos of a day with OrgSync, with each one's transcript. Larchly and its people are fictional; the screens are the real product. ## Paths by role - **I'm a senior leader:** part 1, part 4, part 2, part 3, part 7, part 8, part 10 (8:17) - **I lead a team:** part 1, part 5, part 3, part 9, part 7, part 8 (6:55) - **I build with AI:** part 1, part 6, part 3, part 9, part 7 (6:36) ## Part 1: What OrgSync is One company brain your AI apps share: decide once, and every AI answers from it, with its source. (1:07, [video](https://orgsync.co/video/tour/p1.mp4)) ### Transcript Your team uses AI every day. But ask three people's AI the same question about your company, and you might get three different answers. Every chat starts from zero, and a decision made in one chat never reaches anyone else's. OrgSync gives every AI on your team the same company brain: the decisions your company actually made, fitted to each person's role. Keep the AI app you already use: Claude, ChatGPT or Codex. Ask what needs you, and it knows. Decide once. A decision starts private, and it's shared only when you say yes. From then on, every AI answers from it, and names its source. Leaders see the company's goals and where they're stuck. Managers see the team's work. Everyone works from the same page. Pick your role, and see a real day with OrgSync. ## Part 2: Set up your company Priya creates Larchly in OrgSync: the company, a plan, her role, invites with roles, and how the company works. (1:15, [video](https://orgsync.co/video/tour/p2.mp4)) ### Transcript Setting up OrgSync takes a few minutes, and you do it once, for the whole company. Priya signs in, names the company and says what it does. Then where it's based, its stage, and where she wants help first. Next, a plan. One plan covers everyone at the company, and Standard and Pro start with a free week. Then her role. What she's responsible for shapes what her AI brings up first. She connects her own AI app, then invites the team. Each invite says what that person can do: member, decision approver, or owner. Last, how Larchly works. OKR for goals and Kanban for work are on, and each person can have a limit on work in progress. Create the company. Pick a plan. Invite people with their role. Choose how you work. Try it. Once your company is set up, ask your AI to get you started. ## Part 3: Connect your AI app Add OrgSync to Claude, ChatGPT, Claude Code or Codex, allow it once, and ask it to get you started. (0:46, [video](https://orgsync.co/video/tour/p3.mp4)) ### Transcript Connecting your AI app takes about a minute: add OrgSync, sign in, and check it. In Settings, AI apps shows the exact steps for Claude Code, Codex, Claude and ChatGPT. When you sign in, OrgSync shows what your AI app will be able to do, for which company, and you allow it. Then ask it to get you started. It already knows your company, your role, and what's waiting for you. Try it. Connect your app, then ask it to get you started. ## Part 4: A CEO's week Priya asks what needs her, accepts a decision with her reason, checks in on a goal and asks how the team is doing. (1:20, [video](https://orgsync.co/video/tour/p4.mp4)) ### Transcript As a CEO, you set the direction. Then most of your week goes to finding out where things stand. Priya asks what needs her. Her AI reads Larchly's records: a suggested change, two reports waiting for a decision, and a goal with no check-in yet. Sofia reported that clinics on an annual plan get two months free. Priya accepts it, with her reason. OrgSync shows exactly what will change, and saves it only after her yes. Then a number: forty-one paying clinics, on track. Her check-in and next week's priorities are saved as her weekly review. And one question replaces a round of status meetings: how is the team doing? On the web, Goals shows the same progress, to everyone at Larchly. Start from what needs you. Decide with a reason. Check in with a number. Ask how the team is doing. Try it. Ask your AI how your team is doing this week. ## Part 5: A Head of product's week Daniel turns meeting notes into a decision and two requests, then decides a change his team proposed. (1:10, [video](https://orgsync.co/video/tour/p5.mp4)) ### Transcript Most meetings end with good decisions and a list of follow-ups. A week later, nobody remembers who owns what. After the product sync, Daniel pastes his notes. His AI finds one decision, two follow-ups with an owner and a date, and a number for the no-show goal. One yes saves them. The decision is shared with the company, and Omar and Leo each get a request they can agree to. Sofia proposed bringing new clinics live in three days instead of a week. Daniel sees exactly what would change, and accepts it with his reason. On the Work board, the new requests wait for Omar and Leo to agree. Turn notes into decisions and requests. Give every follow-up an owner and a date. Decide what your team proposes. Try it. Paste your meeting notes, and ask your AI to turn them into decisions and follow-ups. ## Part 6: An AI developer's day Leo builds with Claude Code: what needs him, building on company decisions, sharing a new one with one yes. (1:57, [video](https://orgsync.co/video/tour/p6.mp4)) ### Transcript Leo builds Larchly's appointment reminders with Claude Code. His AI already knows what his company decided. Here's his day. He starts with one question. OrgSync shows what's waiting: Daniel, his manager, wants quiet hours added to reminders by Thursday, for the company's no-show goal. Leo agrees in one sentence. OrgSync shows exactly what it will record, and nothing changes until he says yes. Then he asks Claude to build it. Claude reads the company's decisions first: no reminders between nine at night and eight in the morning, and every change behind a feature flag. So the code follows what the company agreed, with tests. When Leo reaches for a cheaper shortcut, sending texts through a US region, Claude stops. It would break an accepted decision: patient data stays in Canada. Then Leo makes a call nobody had made yet: quiet hours follow the clinic's time zone. Claude saves it as a private draft, shows exactly what will be shared, and shares it only after his yes. Until Daniel accepts it, it's reported, not decided. Last, the work goes back to Daniel with the test results attached. On the team's board, it's waiting for his review. Start from what's waiting. Build on what your company decided. And share what you decide, with one yes. Try it tomorrow. Ask your AI: what needs me today? ## Part 7: Decisions you can trust Four rules that keep your company brain right: private drafts, approvers, cited answers, replacement. (1:49, [video](https://orgsync.co/video/tour/p7.mp4)) ### Transcript An AI that answers from your company's knowledge is only as good as that knowledge. If any chat could rewrite it, or old decisions never left, nobody could trust the answers. So OrgSync runs on four rules. One. Everything starts as a private draft. Nothing is shared until its author sees exactly what will be shared, and says yes. Two. Sharing isn't deciding. Daniel, an approver, finds Leo's call waiting for him, and accepts it with his own reason. Now it's a company decision. Three. Answers name their sources. When a clinic asks Sofia about a seven a.m. reminder, her AI answers from the decision Leo made minutes earlier, and says where it came from. Four. New decisions replace old ones. After the pilot, Daniel changes when reminders go out. Ask again, and the answer has changed, and it says which decision it replaced. And every decision has a page anyone can open, showing what was decided and who decided it. Private until you say yes. An approver decides. Answers name their sources. New decisions replace old ones. Try it. Ask your AI what your company decided about something you're working on, and check the source. ## Part 8: Goals and the weekly review Goals with key results, and a weekly review in your AI that checks in and plans the next week. (1:06, [video](https://orgsync.co/video/tour/p8.mp4)) ### Transcript A goal nobody checks on is just a wish. In OrgSync, goals have key results, and a short weekly review keeps them honest. On Friday, Leo asks for his weekly review. His AI reads his goal, his requests and his code, then asks a few short questions. It also catches a gap: his code still sends the twenty-four-hour text that Daniel's decision replaced. Leo answers in one line. His check-in, his work and next week's priorities are saved after his yes. Goals shows every check-in, so everyone can see what moved. Set goals with key results. Review your week with your AI. Check in, and plan the next week. Try it. Every Friday, ask your AI for your weekly review. ## Part 9: Ask a teammate and track the work Ask a teammate with an owner and a date, agree to what you're asked, and track it on the Work board. (0:57, [video](https://orgsync.co/video/tour/p9.mp4)) ### Transcript Work between people needs a clear ask: who does what, and by when. Daniel asked Leo to add French to the SMS settings. Leo agrees, and it moves to in progress. An assignment counts once the person agrees. Then Leo asks Omar to check the French wording by Friday. His AI shows exactly what Omar will get, and sends it after Leo's yes. The Work board shows every request: to do, doing, waiting for review, and done. Ask with an owner and a date. It counts once they agree. Track it on one board. Try it. Ask your AI to send a teammate a request, with a date. ## Part 10: Home and Stories Home shows your next move and hands it to your AI app; Stories catch you up on what changed. (0:54, [video](https://orgsync.co/video/tour/p10.mp4)) ### Transcript Home is where OrgSync meets you on the web. It shows what only you can move, and what changed for your work. Each card has one next step. Continue in your AI copies a prompt with exactly the records it's about. Leo pastes it into Claude Code. His AI checks the goal against his code, and flags what the company changed since: the new reminder timing. Stories walk you through what changed, one card at a time, each linked to its record. See your next move. Continue in your AI. Catch up with Stories. Try it. Open Home, pick a card, and continue it in your AI app.