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
- 1.How to Build a Company Brain for AI Agents
Vectorize, 2026.
- 2.
- 3.Introducing the Model Context Protocol
Anthropic, 2024.
