How Orbit Works

Orbit runs in your menu bar and gives you two main ways to work: The Brief for proactive updates, and The Assistant for on-demand help.

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The Brief

Click the Orbit icon in your menu bar to see The Brief — a feed of cards showing what needs your attention. Cards include:

• Upcoming meetings with prep suggestions
• Birthdays and anniversaries for people in your network
• Check-in reminders for relationships you haven’t touched base on
• Follow-ups from recent meetings

Each card has an action button. Click it to run the associated workflow.

Learn about The Brief

See all the card types and how to use them

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The Assistant

Press your keyboard shortcut (default: ⌘ + Shift + O) to open The Assistant and ask questions or run workflows. Try asking:

• “Who should I follow up with this week?”
• “What do I know about Acme Corp?”
• “Prep me for my next meeting”

Or run workflows directly:

• /meeting-prep
• /weekly-planning
• /company-deep-dive #Acme

Using the Assistant

Learn what you can ask and how to run workflows

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Workflows

Workflows are the glue. Every Brief card connects to a workflow, and you can run workflows from The Assistant. When you run a workflow, Orbit:

1. Gathers information from your connected apps
2. Pulls context about relevant people and companies
3. Processes everything and gives you useful output

You can use the 45+ built-in workflows or create your own.

Working with workflows

Run, customize, and create workflows

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Tokens

When typing in The Assistant or creating workflows, use these shortcuts: As you type, Orbit suggests matches from your network and connected apps.

Token reference

Full guide to the token system