How to set up a company brain (step by step)

Connect tools, define memory rooms, gate agent actions — or let Morrow configure it on your stack in days, not quarters.

The DIY path (what you would build)

  • Inventory where decisions and owners actually live — not where the handbook says they should.
  • Pipe events from Slack, Jira, GitHub, and calendar into a single memory model (people, projects, decisions, tickets).2
  • Add retrieval that respects permissions — agents must not see what interns cannot see.
  • Wire Model Context Protocol or API access so agents query live context, not a one-off export.3
  • Put approval gates on every write-back to production systems.
  • Run a 30-day pilot with one squad before you declare company-wide rollout.

Vectorize's build guide is honest: stitching pipelines, evals, and governance is real engineering.1 Most teams underestimate step four and five.

The Morrow path (we set it up with you)

  • Discovery call — tools, compliance boundaries, and which agent roles matter first (CEO summary, product, support, etc.).
  • Connect — OAuth into Slack, Jira, GitHub, Notion, Linear, Google or Microsoft workspace; we validate scopes.
  • Memory rooms — projects, decisions, and timelines mapped to how you already work — not a generic folder tree.
  • Agent policies — who Mor can draft for, what requires a second approver, which channels are read-only.
  • Pilot week — morning reports, one approval workflow, retro with your ops lead.
  • Handoff — admins trained; optional Enterprise for SSO, SCIM, VPC, or air-gapped deploy.

Download vs. guided cloud

Founders often start with the Mac or Windows app — local-first, your machine holds project data. Business and Enterprise teams typically want shared workspace, seat governance, and us in the loop for setup. Same product; different deployment. See /enterprise for VPC and self-hosted options.

If you are comparing build vs. buy: the buy is not a license alone. It is us standing up the brain on your tools so you skip the integration science project.

Quick answers

How long does it take to set up a company brain?
A focused pilot — one team, core integrations, two agent roles — often lands in one to two weeks with guided setup. DIY builds from scratch commonly take months.
What tools should connect first?
Start where decisions already live: Slack or Teams, Jira or Linear, GitHub, calendar, and your doc hub (Notion, Drive, or Confluence). Morrow supports 1,000+ integrations via the same connect flow.
Can Morrow set this up for us?
Yes. Professional services cover integration wiring, memory structure, agent policies, and admin training so your team runs the brain — we do the heavy lifting once.

Sources

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Give your company a brain and agents.

Open the app in your browser — or talk to us about Business and Enterprise.

How to set up a company brain (step by step) — Morrow Guides