Onboarding

Want help setting up? Reach out to sales@housecat.com for white-glove onboarding where we can set everything up together on a call.

  1. Connect your services. We recommend “read” access to Gmail so we can build your first intelligent task list, and “write” access to Slack so we can send you morning briefings to start.

    For Google Calendar / Docs / Sheets support we will need to add you as a Google tester until we complete Google’s App verification process. Housecat is CASA Tier 2 certified, see trust.housecat.com.

  2. Connect your LLM API key and configure your model. We recommend Anthropic and Opus 4.6. This step is optional if you’d like to use Housecat’s LLM gateway but usage limits apply.

  3. Set up your initial Housecat Onboarding project. Use the Onboarding project template, then optionally pre-answer the questions in chat:

User

My role is (founder, PM, sales, engineering lead, ops, etc.)

A typical day includes (meetings-heavy, deep work, customer-facing, mix, etc.)

I get (few, many, tons) of emails per day. The ones that matter the most are (customer emails, investor updates, team threads, vendor/billing)

My meetings include (sales calls, 1:1s, planning, demos, interviews, board meetings) I track my work with (mental lists, notes app, spread sheet, docs, nothing)

Housecat

Got it! I’ve set up your onboarding project based on your preferences.

Upgrading

You may want to periodically upgrade Housecat to get new features and bug fixes:

User

Fetch the latest version of the app and build and reinstall

Housecat

Done! You’re now running the newest release.

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