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Learn PeerBie, one job at a time

Step-by-step guides with real screenshots, grouped by what you want to get done. Every guide is checked against the app as it works today.

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PeerBie Home in the demo workspace: tasks due today, the workday clock and My Work

Get started in 5 minutes

Seven short steps from sign-up to a working team: Home, invites, a first project, tasks, connections and Lucy.

Lucy answering What should I focus on today with three priorities and the reason for each

Lucy basics, and what to ask her

Open Lucy, ask in your own words, and 40 questions worth asking, from planning your day to drafting goals.

The goals tree in the demo workspace: company goal, department goals and team goals with progress

Click around a real workspace

The screenshots in these guides come from Brightloop Agency, our demo workspace. Open it and follow along. It resets every night.

Get started

Set up your workspace and bring your team in.

Get started in 5 minutes

Sign up, invite people, create a project, add tasks and connect your calendar.

Roll PeerBie out to your team

A 30-day plan for admins: set-up, onboarding, habits and a review.

The company feed

Posts, polls, events, documents and pinned announcements.

Teams, chat and messages

Teams, direct and group messages, threads and @mentions.

Tasks & projects

Plan the work, follow it and close it well.

Tasks & projects

Create projects and tasks, use the board, calendar, Gantt and reports, and track costs against a budget.

Your workday and time

Plan the day, protect focus time and wrap up at the end of it.

Team insights and performance

See workload and progress across the team, from real work, not status reports.

Project management in PeerBie

What the project tools do, in one page.

Meetings & notes

Book calls, let Lucy take the notes, and turn decisions into tasks.

NewLucy AI add-on

Meetings & notes

Lucy’s note-taker in Zoom, Google Meet and Teams, recording in the browser, and action items that become tasks.

Meetings in PeerBie

Book Zoom, Google Meet or Teams calls and get the notes in one place.

Connect Zoom

Add, use and remove the PeerBie app for Zoom.

Lucy

Your AI Chief of Staff, with the Lucy AI add-on.

NewLucy AI add-on

Lucy basics, and what to ask her

Opening Lucy, 40 questions worth asking, routines, notifications and how she asks before she acts.

Lucy and your email

Connect Gmail or Outlook and let Lucy summarise, draft and send, with your OK.

Lucy and your calendar

Check your schedule, find a time for a group and block focus time.

Teach Lucy about your company

Add policies, processes and FAQs so Lucy can answer your team’s questions.

The Lucy app

Lucy for your phone: record meetings and voice notes, a morning brief and an evening close-out.

Goals & OKRs

Set the quarter’s goals and let the numbers keep themselves current.

NewEvery paid plan

Goals & OKRs

Four levels of goals, good key results, check-ins, numbers from HubSpot, Stripe or Jira, the health check and closing a quarter.

Goals in PeerBie

What Goals & OKRs do and which plan includes what.

Workflows

Turn a recurring process into a workflow that starts by itself.

Workflows and triggers

Build a workflow from one sentence, then start it from a form, an email, a schedule, a webhook, Claude or a PeerBie event.

Workflows in PeerBie

Examples of what teams automate, in one page.

AI employees

Named AI teammates who propose work and act after your approval.

NewLucy AI add-on

AI employees

What they are, hiring one from the Skill Marketplace or by asking Lucy, approving their work and changing their instructions.

Lucy & AI employees

What your AI team does, and what it costs.

Integrations & Microsoft 365

Connect the tools your team already uses: 30+ integrations.

Connections & integrations

Connect Google, Microsoft 365 and Zoom, share work tools with your AI employees, and use PeerBie from Claude or ChatGPT.

PeerBie for Claude and ChatGPT

Ask Claude or ChatGPT about your tasks, goals and meeting notes, with your own permissions.

PeerBie for Microsoft 365

Outlook mail and calendar, Teams meetings, OneDrive and SharePoint.

PeerBie for Slack

Bring PeerBie into Slack, including weekly goal check-ins.

All integrations

Gmail, Outlook, Slack, Zoom, HubSpot, Salesforce, Notion and more.

Admin & security

Settings, people and sign-in for workspace admins.

Admin & security

Workspace settings, inviting people and roles, two-step sign-in, SSO and SCIM, and how your data is handled.

Security & trust

SAML SSO and SCIM, two-step sign-in, encrypted tokens, and where your data is hosted.

Mobile apps

PeerBie and Lucy on iPhone and Android.

PeerBie on your phone

Home and tasks, recording, reading offline, sharing from any app into PeerBie, and documents on posts.

The Lucy app

Record meetings, lectures and voice notes, and get notes, decisions and dated tasks.

Questions

Where should I start?

With Get started in 5 minutes. It takes you from sign-up to a working team, and links to the next guide at every step.

Which guides need the Lucy AI add-on?

The ones marked Lucy AI add-on: Lucy, AI employees and the meeting note-taker. The add-on is $20 per user a month on Pro and above, and the 14-day free trial includes it. Everything else follows your PeerBie plan.

Are the screenshots real?

Yes. They come from Brightloop Agency, our demo workspace for a made-up marketing agency. You can open the same workspace with the live demo and follow along.

I can’t find what I need. Who can help?

Write to [email protected], or use the contact page. Tell us what you were trying to do, and we will answer and add a guide if one is missing.

Ready to try it?

Start free, or look around the demo workspace first. Lucy and AI employees come with the Lucy AI add-on, $20 per user a month on Pro and above.

Start free Try the live demo

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