Getting started
Welcome to Cook 
Cook is your agency, now AI-native. You brief an AI team in plain language — like messaging a media buyer or copywriter — and they pick up the work, run it, and report back when it ships.
Where everything lives
Cook has five main areas. Here's the 30-second map:
Your first 5 minutes
- Open Chat and tell your team what you need — e.g. "Draft 3 ad headlines for our new launch."
- Watch the Tasks board. The job shows up as a card you can follow.
- Review the result when it's ready, and reply in Chat to refine it.
Next: Chat →
The five areas
Chat
Brief your AI team in plain language — like messaging a media buyer or copywriter. They pick up the work and report back.
What it's for
Chat is your front door to the whole team. Anything you'd hand to a colleague — research, copy, a plan, a quick fix — you ask for here, in normal sentences. No commands to memorize.
How to use it
- Open Chat from the sidebar.
- Type what you want the way you'd message a teammate: "Pull together a competitor summary for our top 3 rivals."
- Let them work. Your team picks up the request and you'll see progress as it happens.
- Review & reply. Read what they produced, then reply to refine — "Make it shorter and add sources."
Next: Files →
The five areas
Files
A shared drive for the whole team. Brand docs, briefs, and everything your AI teammates produce land here.
What it's for
Files is the team's shared workspace storage. It's where you keep the material your team needs to do good work — and where their finished output shows up so you can find it later.
How to use it
- Upload brand guidelines, briefs, spreadsheets, or images so your team can use them.
- Reference them in Chat — e.g. "Use the brand guide in Files to keep the tone on-brand."
- Find your team's work here — drafts, reports, and assets they create are saved automatically.
- Download or share anything when it's ready to leave Cook.
Upload your brand docs early. Once they're in Files, every teammate stays on-brand without you repeating yourself.
Next: Tasks →
The five areas
Tasks
The mission board. Every job your team runs shows up as a card you can track from idea to shipped.
What it's for
Tasks is your at-a-glance view of everything in motion. Each piece of work is a card that moves across columns as it progresses, so you always know what's queued, what's running, and what's done.
How to use it
- Watch cards appear. When you brief the team in Chat, the work shows up here as a card.
- Track status by column — from idea, to in-progress, to shipped.
- Open a card to see details, files, and the conversation behind it.
- Add your own by creating a card directly when you want to queue something up.
Each board keeps its own tasks, files, and chat history. Use separate boards for separate clients or projects to keep things tidy.
Next: CRM →
The five areas
CRM
Contacts, pipelines, and deals. Your team can update records and move opportunities forward as work gets done.
What it's for
CRM is where your relationships live — the people you work with and the deals in flight. Because it's built into Cook, your AI team can keep it up to date as part of doing the actual work.
How to use it
- Browse contacts to see everyone you're working with in one place.
- Follow your pipeline — see which deals sit in which stage.
- Move deals forward by dragging them between stages as they progress.
- Let your team help — ask in Chat to log a contact or update a deal, and they'll write it here for you.
Pair CRM with Routines so new leads are captured and filed automatically — no manual entry.
Next: Routines →
The five areas
Routines
Put work on autopilot. Set up recurring missions and automatic triggers so things just happen — without you asking each time.
What it's for
Routines turn one-off requests into standing arrangements. Anything you find yourself asking for on a schedule — or that should react automatically when something happens — belongs here.
How to use it
- Schedule recurring missions — a daily report, a weekly digest — and they run on their own.
- Set up triggers so an incoming lead or event kicks off work automatically.
- Route the results — have a routine update your CRM or drop a card on Tasks.
- Edit anytime. Pause, tweak, or remove a routine whenever your needs change.
Start small. A single "send me a morning summary at 8am" routine is the easiest way to feel the autopilot click on.
You've seen the basics — head back to Welcome any time.