getting-started

Guided onboarding actions are generated by analyzing available calendar and Granola meeting data to propose concrete setups like weekly plans, person pages, and action-item extraction. The tool reads your onboarding marker state to provide an adaptive post-onboarding tour without repeating previous steps.

When neither calendar nor Granola is connected, post-onboarding provides a connect-your-tools path instead of data-driven actions. It optionally suggests up to two high-value integrations to help new vaults establish data sources for future guided setup.

Calendar intelligence retrieves events and meetings when connected, summarizing the data to extract action items and propose concrete creations. It works with both calendar and Granola data combined, or either tool individually, depending on what is available.

Stateful guidance uses an onboarding marker file to track phase completion and user choices, preventing repetitive tours. It remembers whether a dramatic reveal has occurred and stores your progress, ensuring the adaptive tour only presents relevant next best actions.

Relationship management setup works with both tools combined, only calendar, only Granola, or neither connected. The adaptive tour conditionally invokes checks based on available data, offering tailored guidance for each scenario without requiring both integrations.

Converting a blank chat state into actionable steps requires running the onboarding tour, which reads your marker state and available calendar or Granola data. It then proposes concrete creations like weekly plans, person pages, meeting notes, and action-item todo extraction.