Overview & Getting Started

What CompanyOS is

CompanyOS is the coordination layer for your company. Instead of scattering your work across a project tracker, a notes app, a meeting recorder, and a chat tool, CompanyOS puts your projects, tasks, notes, meetings, calendar, and a complete activity history in one connected system. Every item keeps its context, so when you open a task you can see the meeting it came from, the note that referenced it, and everything that happened to it since.

It works the way a modern issue tracker does, with a fast board of Linear-style tasks, but it reaches further than tasks. Meetings get transcripts and AI summaries that capture what was decided and who owns it. A single activity feed threads tasks, meetings, and decisions into one timeline. And a company brain lets you ask questions across all of it.

Core concepts

A handful of building blocks make up the whole system. Once these click, the rest of the product is just different views onto them.

Account

Your account is your personal login, identified by your email address and protected by a password. It carries your full name and email, and it is the identity that follows you across every organization you belong to. One account can be a member of many organizations at once.

Organization

An organization (or org) is a shared workspace for one company or team. It is the home for everything: your projects, tasks, notes, meetings, people, and your model key all live inside an organization. Each org has a name you choose and a short URL-friendly slug that CompanyOS generates from that name automatically. Your account can belong to several organizations, and you switch between them freely.

Membership in an organization comes with a role that controls what you can do:

Project

A project is a container for related work inside an organization, the place where tasks live. Think of it as a workstream, a product area, or an initiative. When you create your very first organization, CompanyOS takes you straight to creating your first project, because a project is where day-to-day work actually happens.

Task

Tasks are the unit of work, in the Linear style: each has a title, a status, and can be assigned, prioritized, and dragged across a board. You reorder them across statuses and lanes with pointer-perfect drag-and-drop, and every task keeps a stable identifier so a conversation or a meeting summary can point straight back to it. Tasks assigned to you also gather in one personal place, My Tasks, so you never have to dig through every project to see your own plate.

Note

Notes are documents for the thinking that surrounds your work: specs, decisions, research, meeting prep, or anything you want written down. They live in the organization alongside projects and meetings, and because everything is connected, a note can reference a task or a meeting and that link is preserved.

Meeting

A meeting in CompanyOS is a recorded conversation that becomes searchable, structured knowledge. Each meeting can carry a transcript and an AI-generated summary tuned to surface what was decided and who owns it, rather than replaying the whole conversation back at you. You can ask questions of a meeting ("ask the meeting"), and that answer runs on your organization's own model key.

Activity feed

The activity feed is a single, live timeline of everything happening in your organization: tasks moving, meetings summarized, members added, decisions made. It is how context compounds. Because every meaningful change is recorded with who did it and when, you can open any item and the surrounding history is already there. The feed updates live as your team works.

Calendar

The calendar gives you a time-based view of your organization, so scheduled and dated work, including meetings, shows up where you expect it on a familiar grid.

The AI brain (company brain)

CompanyOS includes an AI layer that reads across your whole organization, projects, tasks, transcripts, notes, and people, so you can ask one question and get an answer drawn from every surface at once. This is also where AI agents (configurable AI members with their own model and instructions) and meeting summaries are powered. Everything the brain does executes on your organization's own provider key.

BYOK (bring your own key)

BYOK is how CompanyOS runs AI without ever touching a shared, pooled model account. An admin or owner stores an OpenAI or Anthropic API key once at the organization level. The key is kept securely and only ever shown to you masked (just the last four characters). You can mark one key as the default, and you can swap or rotate keys with no downtime, work that is already in flight finishes on the key it started on. From then on, every AI feature in your org runs on that key, so the cost lands on your provider bill and your data stays under your control.

Getting started

Going from nothing to a working workspace takes three moves: create your account, get into an organization (create one or accept an invite), then learn the layout. Here is each one.

1. Create your account

Head to company.chele.bi and choose to start free, which opens the sign-up page.

1. 1
   Open sign-up

   Go to https://company.chele.bi and select Start free, or go straight to the Create your account page.
2. 2
   Enter your details

   Provide your full name, your email address, and a password. Passwords must be at least 8 characters.
3. 3
   Create the account

   Select Create account. CompanyOS signs you in immediately and takes you to the workspace chooser to set up or pick an organization.

Already have an account? Use the Sign in link instead. On the login page you enter your email and password and select Sign in, which drops you back into your most recent workspace.

2a. Create an organization

If you are starting a new company workspace, you create the organization and automatically become its owner.

1. 1
   Open the workspace chooser

   Right after sign-up you land on Choose a workspace. If you already have orgs, you can also create a new one from the org switcher at the top of the sidebar (the New organization option).
2. 2
   Start a new organization

   Select New organization (or Create organization if this is your first one).
3. 3
   Name it

   Enter a name like Acme Inc. CompanyOS creates a matching slug for you automatically, no need to set one.
4. 4
   Create

   Select Create. You become the owner, and CompanyOS takes you straight into creating your first project so you can start working immediately.

2b. Join an organization by invite

If a teammate is adding you to an existing organization, an admin or owner sends you an invitation tied to your email address. You accept it through a one-time link.

1. 1
   Open the invite link

   Click the invite link your admin shared. It opens the Accept your invite page.
2. 2
   Sign in with the invited email

   You must be signed in with the exact email address the invite was sent to. If you are on a different account, use Sign in or create one with the right email first.
3. 3
   Accept the invite

   Select Accept invite. You join the organization with the role your admin assigned (usually member), and CompanyOS drops you into the org's projects.

3. The workspace layout

Once you are inside an organization, every page shares the same frame: a sidebar on the left, a top bar across the top, and your current view filling the rest of the screen.

The sidebar (navigation)

The left sidebar is how you move between sections. At the very top sits the organization switcher, showing your current org. Below it, navigation is grouped into two sections, Personal (what is on your plate) and Workspace (the shared surfaces of the org). At the very bottom is your user menu.

The sidebar is yours to arrange. Drag any item to reorder it, or right-click (or use its options menu) to Pin to top or move it to a collapsible More group at the bottom to keep your nav focused. Your layout is remembered on your device.

The top bar

The bar across the top of every page shows the name of the section you are in. On the right it has two tools you will use constantly:

• Search / command palette. Select Search, or press ⌘K (Cmd-K on Mac, Ctrl-K on Windows), to jump anywhere or run quick actions without leaving the keyboard. One query spans projects, transcripts, and people.
• Notification bell. Shows alerts about things that need you, mentions, assignments, and updates from across the organization.

The user menu

At the bottom-left of the sidebar is your user menu, showing your name and email. Open it to jump to Org settings or to Log out of your account.

Switching organizations

If you belong to more than one organization, you move between them from the organization switcher at the top of the sidebar.

1. 1
   Open the switcher

   Select the organization name and logo at the top of the sidebar.
2. 2
   Pick another org

   Choose any organization from the list. A checkmark marks the one you are currently in. CompanyOS switches you over and opens that org's projects.
3. 3
   Or create a new one

   Select New organization at the bottom of the switcher to spin up another workspace.

What's next

You now have an account, an organization, and a feel for how to get around. From here, dive into the section that matches what you want to do:

• Projects & Tasks, create projects, run the Linear-style task board, assign and prioritize work, and use My Tasks.
• Notes, write and organize documents, and connect them to your work.
• Meetings, record meetings, read transcripts and AI summaries, and ask questions of a meeting.
• Activity & Calendar, follow the organization-wide timeline and the time-based view.
• Triage & Automations, sort incoming items and set up automations to route work.
• AI & BYOK, add your OpenAI or Anthropic key, set up AI agents, and use the company brain.
• Settings & Members, manage org details, invite and manage people, and assign roles.
• Company-brain MCP, the more technical guide to connecting CompanyOS to external tools.