Fwd: Q3 pack from CFOEmail
→ Board prep
#deals: Acme wants termsSlack
→ Clients
Call notes, auditorsZoom
→ Board prepBrief ready · 07:00
01
Hours back every week
Read, filed and searched for you. You open the brief, not eleven apps.
Board prep Q3 pack · forecast · investor update
0 Clients Acme · renewal · review notes
0 Market Pricing · competitors · press
0 Read later Newsletters · talks · research
0 Ask · All of your knowledge
Where did we agree on the lease terms?
A 24-month term with a 3% cap. The landlord accepted it on the 4 Apr call; the signed amendment is still pending.
1 
2 3 Ask a follow-up…
OKBMorning brief07:00
3 things need you today.
BoardQ3 pack in. Three items need you.
ClientsAcme moved the review.MarketTwo competitors cut prices.ReadingMarket weekly, 4 min read.Connected tools
Claudereading Board prep
ChatGPTasked about Acme
Cursorpulled the specHubSpotsynced 4 notesAccess you grant, nothing more.
Everything you receive
Everything filed by meaning
Everything you receive, answered.
OKB reads your inbox, chats and feeds and answers with sources. Built and run for you.
Board prep Q3 pack · forecast · investor update
0 Clients Acme · renewal · review notes
0 Market Pricing · competitors · press
0 Read later Newsletters · talks · research
0 Ask · All of your knowledge
Where did we agree on the lease terms?
A 24-month term with a 3% cap. The landlord accepted it on the 4 Apr call; the signed amendment is still pending.
1 2 3 Ask a follow-up…
OKBMorning brief07:00
3 things need you today.
BoardQ3 pack in. Three items need you.ClientsAcme moved the review.MarketTwo competitors cut prices.ReadingMarket weekly, 4 min read.Connected tools
Claudereading Board prepChatGPTasked about AcmeCursorpulled the specHubSpotsynced 4 notesAccess you grant, nothing more.
Everything you receive
Everything filed by meaning
One place that has read it all.
OKB reads your inbox, chats and feeds and answers with sources. Built and run for you.
Board prep Q3 pack · forecast · investor update
0 Clients Acme · renewal · review notes
0 Market Pricing · competitors · press
0 Read later Newsletters · talks · research
0 Ask · All of your knowledge
Where did we agree on the lease terms?
A 24-month term with a 3% cap. The landlord accepted it on the 4 Apr call; the signed amendment is still pending.
1 2 3 Ask a follow-up…
OKBMorning brief07:00
3 things need you today.
BoardQ3 pack in. Three items need you.ClientsAcme moved the review.MarketTwo competitors cut prices.ReadingMarket weekly, 4 min read.Connected tools
Claudereading Board prepChatGPTasked about AcmeCursorpulled the specHubSpotsynced 4 notesAccess you grant, nothing more.
Everything you receive
Everything filed by meaning
Stop reading. Start asking.
OKB reads your inbox, chats and feeds and answers with sources. Built and run for you.
Reads from the tools you already use
- Gmail
- Slack
- YouTube
- X
- Outlook
- Teams
- Zoom
- Newsletters
- Podcasts
- Discord
What you get
Three promises OKB keeps.
Mail Drive Slack 
Notes 
Voice
Everything on Acme14 items
Pricing proposal v3Re: renewal dates 02
One place for everything
Every source, one place. Your mail, chats, files and notes, filed by what they are about.
What did we agree with Acme on pricing?
A 12% discount on a two-year term1, confirmed on the 4 Apr call2.
Email · 12 Mar Call · 4 Apr 03
Answers with sources
Every line has a source. Click through to the email, call or file behind it.
01
Hours back every week
Reading, filing and searching handled for you.
02
One place for everything
Your sources, your notes, your history.
03
Answers with sources
Every line traceable to where it came from.
Who it is for
For people whose work runs on reading.
“There is more coming in than I can keep track of.”
Everything you receive, organised and answerable.
Request accessOne place for everything you read
Email, chats, documents, feeds and your own notes, organised by topic and linked as they arrive.
Answers when you need them
Ask anything and see where every line came from.
One brief before your first meeting
What arrived overnight and why it matters, from email, Slack and the market.
Ask your company anything
Board packs, call notes and updates, answered with the source.
Every call, deck and thread in its place
Investor updates, customer calls and team threads filed by topic and linked as they arrive.
Knowledge your team and tools can use
Share what OKB knows with the people and assistants you trust.
“What changed since I last looked at this company?”
Every position, followed for you.
Request accessA timeline for each company
Filings, calls, research and founder updates linked in one place.
Changes flagged the day they land
Know what moved before your next conversation with the founder.
Matters organised as mail arrives
Correspondence, rulings and drafts filed by matter, without a filing system to keep.
Answers you can cite
Each line points to the message or document it came from.
A five-minute brief on your phone
Journals, guidelines and alerts condensed to what changed this week.
Every line backed by a paper
Open the source behind any summary. Professional reading only, no patient records.
How it works
Everything comes in. Only answers come out.
Everything you receive, in one place. Inboxes, channels, drives, newsletters and your own notes are read around the clock. Nothing needs copying across.
Filed by what it is about. Every item lands in the topics it belongs to, linked to everything related, never just the inbox it came from.
Collections
Lease terms 3
3 Board prep 4
4 Market watch 7
7 Clients 5
5 A question instead of a search. Ask what you would ask someone who had read it all. Every line points to the email, call or file behind it.
Where did we agree on the lease terms?
A 24-month term with a 3% cap. The landlord accepted it on the 4 Apr call; the signed amendment is still pending.
Fwd: lease amendment v3 Lease_terms_final.pdf Call · 4 Apr Briefed before your first meeting. What arrived and why it matters, grouped by what you care about, on your schedule.
OKBMorning brief07:00
3 things need you today.
Board Q3 pack in. Three items need you. Clients Acme moved the review to Friday. Market Two competitors cut prices. Your AI tools draw on it. Claude, ChatGPT or your CRM can read from OKB, with exactly the access you grant.
Connected tools
Claude reading Board prep ChatGPT asked about Acme Cursor pulled the spec HubSpot synced 4 notes How it works
Everything comes in.
Only answers come out.
It reads and organises. It never posts, sends or acts on your behalf.
How it works
Everything comes in mixed. It leaves in order.
Email, chats, documents and feeds arrive all at once. OKB reads each one and sends it where it belongs, linked to everything related.
- Collections
- Knowledge base
- Morning brief
- Answers
How it works
Everything comes in. OKB organises it.
Your sources
OKB
Reads Sorts Links 
OKB Collections by meaning A linked knowledge base Morning brief Answers with sources Claude and ChatGPT, with your permission
okb_collectWhat goes in
Email and calendars
Every inbox you choose, including shared ones.
Slack and Teams
The channels that matter, not the noise.
Drive and documents
Decks, contracts, spreadsheets and PDFs.
Newsletters, sites and feeds
Your industry, followed for you.
Your own notes and calls
A notebook that files itself.
Custom sources built for your systems
okb_organiseWhat you get
Organised by meaning
Every item filed by what it is about and linked to everything related.
A knowledge base that builds itself
Linked articles with every revision kept, like your own Obsidian.
Answers with sources
Ask anything; each line points to where it came from.
Open to your other tools
Claude, ChatGPT or your CRM draw on it, with the access you grant.
Set up, configured and run for you
Your week, with OKB
What changes when OKB reads for you.
OKBMorning brief07:00
Board Q3 pack in. Three items need you. Clients Acme moved the review to Friday. Market Two competitors cut prices. Reading Market weekly, 4 min. The week starts briefed
What came in over the weekend, and the four things that actually need you.
What did we agree with the auditors?
Close by 15 Nov, with the revenue note restated1. Their partner confirmed it on Tuesday's call2.
Email Call Audit plan.pdf Board prep in two minutes
You ask what was agreed with the auditors. The answer cites the email, the call and the file.
Fwd: Acme pricing Call notes, Acme Proposal v3.pdf
Deal room · Acme+3
One deal, one place
A forwarded thread, a call note and a PDF about Acme land side by side, without you filing a thing.
Claudereading OKB Q3 update for investors
Forecast v4 #board Claude drafts from what you know
The investor update is written from your own threads and notes, not the open web.
Follow-upsthis week
Send forecast to lead investor
Reply to Acme on terms
Review the lease redline
Book the auditors call
Nothing slipped past
Every follow-up from the week is caught, linked and waiting for Monday.
Your week, with OKB
What changes when OKB reads for you.
What did we agree with the auditors?
1 · Email2 · Call notes3 · Lease.pdf
Tue · 14:10
Board prep in two minutes
You ask what was agreed with the auditors. The answer cites the email, the call and the lease.
Mon · 07:00
The week starts briefed
What came in over the weekend, and which four things actually need you.
OKBMorning brief07:00
Board Q3 pack arrived. Three items need you.
Market Two competitors cut prices this week.
Clients Acme moved the review to Friday.
Investors Lead investor asked for the forecast.
Open in OKB
Q3 pack from the CFO
Board prepDeal roomMarket watch
Wed
One deal, one place
A forwarded thread, a call note and a PDF about the same deal end up side by side.
Every day
No more checking eleven apps
You open one place. Everything else has already been read.
Reading new items07:02
- Gmail · 3 inboxes
- Slack · 12 channels
- Google Drive
- Newsletters · 9
- Call notes
Claude ChatGPT CRM OKB
Thu · 16:30
Claude drafts from what you know
The investor update gets written from your own threads and notes, not from the open web.
Fri · 17:00
Nothing slipped past
The week is linked and searchable, so next month starts where this one ended.
Your week, with OKB
Three things change.
What changed in our contract terms?
The renewal moved to a 24-month term with a 3% annual cap, per the March redline.
1Redline v4.docx2Email · 18 Mar
Answers with the source
Ask anything. Every line points to the email, call or file it came from.
Morning brief · Tuesday
- Market Two competitors cut prices this week
- Clients Acme asked to move the review to Friday
- Board Q3 pack arrived, three items need you
Briefed before your first meeting
What arrived and why it matters, on your schedule.
ClaudeChatGPTCRM
OKB Your other tools draw on it
Claude, ChatGPT and your CRM, with exactly the access you grant.
Before
An hour of inboxes and tabs before the board call.
With OKB
Five minutes with one brief.
Why not just use ChatGPT
Chat tools answer when asked.
OKB has already read it.
The same week of email, Slack and documents, handled three ways.
What matters
Chat assistants ChatGPT, Claude, Gemini
A human assistant An EA or analyst
Openside KB Done for you Reads all your sources together Mail, chats, files, feeds and calls in one place.
Some, if you connect each one
What you forward to them
All of them, continuously
Organised around your topics Board prep, clients, market, filed as things arrive.
You prompt each time
Once trained
Designed with you
Shows where every line came from Each claim links back to the email, call or file.
Sometimes
If you ask
Always
Works while you sleep Reading and filing happen around the clock.
Only when asked
Office hours
Around the clock
Who sets it up Who does the work of making it useful.
You do
You train them
We do
Why not just use ChatGPT
Chat tools answer when asked.
OKB has already read it.
| A chat assistantChatGPT, Copilot | A human assistant | OKB | |
|---|---|---|---|
| Reads all your sources together | Some, if you connect each one | What you forward to them | All of them, continuously |
| Organised around your topics | No, you prompt each time | Yes, once trained | Yes, designed with you |
| Shows where every line came from | Sometimes | If you ask | Always |
| Works while you sleep | Only when asked | Office hours | Around the clock |
| Who sets it up | You | You train them | We do |
Who built it
Built by a CEO who needed it first.
Dan Fellars founded Openside, the company behind On2Air and Baseout, and in 2019 launched BuiltOnAir, the Airtable community and podcast. There was more to read than hours to read it, so he built OKB for himself. Now he builds them for a few others.
- Built
- BuiltOnAir, 2019. The Airtable community's podcast and network.
- Ran
- Openside, founder. Inhealthcare, CEO. Venture partner at Cross Creek.
- Studied
- MSc Computer Science, Cal State San Marcos. BA Economics and MBA, BYU.
- Based
- Provo, Utah
Dan on LinkedIn Privacy
Your material stays yours.
- You choose what goes in
Only the inboxes, channels and folders you pick. Disconnect any of them at any time.
- Built for you alone
Each OKB is set up for one person or team, with nothing pooled across clients.
- Never acts for you
It reads. It never posts, sends, replies or deletes anything on your behalf.
- Never trains AI models
What you connect is not used to train AI models, ours or anyone else’s.
Privacy
Your material stays yours.
Reads, never acts
OKB reads what you connect. It never posts, sends, replies or deletes anything on your behalf.
You choose what goes in
Connect only the inboxes, channels and folders you pick. Disconnect any of them at any time.
Built for you alone
Each OKB is set up for one person or team. Nothing is pooled with other clients or used to train AI models.
10,000+
signals a week, sorted before you read one.
Questions
Before you ask.
What exactly is OKB?
A private knowledge base built for you. It reads the sources you connect, files everything by topic, answers questions with sources and sends you a brief on your schedule. Openside builds it and keeps it running.
How is it different from ChatGPT or Copilot?
Those answer when you ask and only see what you hand them. OKB reads all your sources continuously, organises them around your topics, and every answer points to the email, call or file behind it.
How do I know an answer is right?
Every answer links to the email, call or file it came from, so you can check it in one click.
Where do I use it?
In a private web app, and in the briefs it sends you. Claude, ChatGPT or your CRM can also read from it if you allow them.
How long does setup take?
It depends on how many sources you have and how they are organised. We agree the scope and the timeline in the first conversation.
Can my team use it?
Yes. An OKB can be set up for one person or for a team.
What happens if I stop?
Your sources stay exactly where they are. OKB only reads them, so nothing you rely on is locked inside it.
By introduction only.
Here is what happens after you request access.
- 01Request access
A short note to Dan on LinkedIn about what you read.
- 02A conversation
How you work and where the time goes. Dan tells you honestly whether OKB fits.
- 03Built for you
Sources connected, topics designed, sorting tuned. We do the work.
- 04Looked after
We keep it running as your work changes.
How we work
We set it up. You use it.
- 01
A conversation
How you work, what you read, where the time goes.
- 02
A design for you
Your sources, your topics, what it should hand back.
- 03
Built and connected
Integrations built, accounts connected, sorting tuned.
- 04
Looked after
We keep it running as your work changes.
Setup is scoped in the first conversation. Most engagements run to a few thousand dollars.
By introduction only.
Request access, tell Dan what you read, and he will tell you honestly whether OKB fits.
Request access