It organizes the business as a system
Instead of separate tools for pipeline, production, treasury, QA, and client follow-up, the company is visible in one operating surface.
Product docs
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What Org Board AI is, and how to use it properly.
Org Board AI is a local-first command system for running a company across divisions, handoffs, battle plans, AI agents, skills, memory, and execution.
Overview
What this product actually does.
It gives AI real context
The AI layer is grounded in services, division scope, memory logs, skills, battle plans, and live workflow state.
It turns direction into execution
Executive intent becomes orders, tasks, plans, and division actions instead of staying trapped in the founder’s head.
Workflow
How work moves through the machine.
The system is built around visible handoffs. Each division owns a distinct part of the lifecycle and passes state forward.
Executive command
Communication
Dissemination
Treasury
Production
QA
Public and client success
Back to executive visibility
Why the handoffs matter
Most business chaos comes from invisible transitions. Org Board AI makes the next owner and the next state explicit.
What leadership gets
An executive control layer that can see pressure building before the damage shows up in clients, delivery, or cash.
Divisions
The operating model, division by division.
Agents
Persistent agents that work inside the operating system.
Agents are not disconnected toys. They can create tasks, write battle plans, post advisor updates, and log memory into the same system humans use.
General and division agents
General agents are visible across the org. Division agents stay scoped to the division unless executive command promotes them.
What they can do
They scan context, create concrete actions, add operational plans, and write updates back into advisor conversations.
Skills & Memory
The system can remember and retrieve how your company works.
Skills
Skills are reusable operational knowledge blocks. The AI loads the most relevant ones semantically for the current question or division.
Memory
Memory logs persist operational facts, decisions, and context, then use embeddings to retrieve what matters later.
Why that matters
It keeps AI responses grounded in your actual operating practices instead of generic advice from an empty chat window.
Battle Plans & Training
Planning and repeatability are built into the product.
Battle plans
Daily, weekly, monthly, and yearly plans give each division a visible operating rhythm instead of ad hoc decision making.
Training hub
Training modules and SOP-oriented content help teams standardize how work is done and improve execution quality over time.
Local AI Runtime
The intelligence can run on your Mac.
Local-first by design
The app includes an embedded local runtime path and model download flow so intelligence can stay close to the machine and the work.
What you need
macOS and at least 8GB RAM. This is the minimum requirement to run the beta properly with the local AI experience.
Getting Started
How to begin using it.
Download the beta
Install the current macOS DMG and open the app on a machine with at least 8GB RAM.
Create the account inside the app
The website introduces the product. The real onboarding and account creation happen in the product itself.
Set up the org and services
Configure the business identity, service catalog, and division context so the board and AI are grounded in real operating data.
Use the board as the source of truth
Run handoffs, plans, AI support, agents, metrics, and follow-up from the same system instead of splitting them across tools.
Download the beta
Use the latest public build.
Install the app, create the account inside it, and start turning the business into a visible machine.