Getting Started

This guide will walk you through creating your first recurring brief from scratch. You'll go from zero to prepared-before-the-meeting in about 5 minutes.

Step 1: Create a Brief

Briefs are the core of 0ct. Each brief has instructions, a model, a cadence, and optional connections and rules.

1. Navigate to Briefs in the sidebar.
2. Click "New Brief".
3. Write your brief instructions (e.g., "Prepare my Daily Sales Brief before weekday standup").
4. Choose an AI model from the available options.

Step 2: Set a Schedule

Choose how often your brief should arrive. 0ct supports hourly, daily, weekly, and custom cron schedules.

1. Select a schedule type (e.g., Daily at 8:00 AM).
2. Pick your timezone.
3. Optionally set a start date for one-time briefs.

Step 3: Connect Systems (Optional)

Connections give your brief access to live data. Connect services like your CRM, spreadsheets, Slack, Linear, or any MCP-compatible tool.

1. Go to Connections and connect a service via OAuth or API key.
2. Attach the connection to your brief.
3. 0ct will automatically use live data from that connection when preparing the brief.

Step 4: Add a Channel

Channels control where your brief is sent.

1. Navigate to Channels.
2. Add an email channel.
3. Attach the channel to your brief.
4. The answer will be automatically delivered by email each time the brief is prepared.

Step 5: Activate and Monitor

Once your brief is configured, activate it and check Deliveries to see past outputs and delivery details.