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Explore every Clero guide, organized by the work you want to do.
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Clero documentation
Learn the workspace, create a project, and build a repeatable way of working.
How Clero works
Choose the right agent, context, and kind of work before you start.
Sign in to Clero
Choose your sign-in method and open the correct workspace.
Find your way around
Use the sidebar, Dashboard, and workflow views.
Create your first project
Create a manager-led project and open its first deliverable.
Projects and teams
Accounts and workspaces
Understand the work context before creating or changing resources.
Work through the space assistant
Create projects, coordinate their managers, and get a space-level view of work.
Use a project manager
Keep goals, delegated work, blockers, and review together in one project.
Work inside a project
Move between conversations, resources, and project views.
Review and complete an objective
Inspect the deliverable before moving work out of Review.
Control when the project manager runs
Use objective events and review policy to control project handoffs.
Staff and configure an agent team
Separate project staffing from agent-wide settings and human access roles.
Delegate work and follow the result
Understand who can ask whom, where a request appears, and how review closes the loop.
Space assistant settings
Find the assistant’s identity controls and understand the access boundary.
Roles and access
Understand why one action can be available while another is blocked.
Members and invitations
Invite the right person with the minimum role they need.
Chat and control
Knowledge and outputs
Add project knowledge
Find, create, and attach the material your project needs.
Share project context without losing track
Choose documents, sheets, knowledge, conversation history, and durable memory for different jobs.
Choose an agent’s knowledge
Control semantic-search sources without confusing them with project files.
Use preloaded objects
Attach docs and sheets to one chat or every chat with an agent.
Create and review documents
Open a project document, inspect its versions, and find export options.
Create and use a sheet
Build a small structured tracker and add its first row.
Connect a codebase to a project
Give software work an explicit repository, working copy, and execution context.
Organize files and outputs
Locate deliverables and distinguish project links from underlying resources.
Tools and connections
Give an agent the right capabilities
Understand instructions, skills, tools, app connections, and resource scope.
Use the project browser
Find the browser preview, inspect progress, and hand control back deliberately.
Connect apps through an agent
Ask for a connection card, authorize the intended account, and verify the agent’s tool access.
Connect a custom MCP server
Request a custom MCP connection card and review endpoint, authentication, and tool permissions.
Use Gmail
Prepare messages with the permissions this connection supports.
Use Yahoo Mail
Check availability and consent before relying on mailbox access.
Prepare LinkedIn work
Find the connection and review content before an external action.
Google Drive and Calendar
Understand selected-file access and calendar scope.
Explore Mini Apps
Find project apps and inspect the marketplace before adding one.
Workflow guides
Build a repeatable workflow
Choose an outcome, test one run, and add automation deliberately.
Choose channels or triggers
Connect an ongoing conversation or define a process for eligible incoming events.
Schedule one future action
Ask an agent to create, inspect, reschedule, or cancel a one-off task.
Set up project manager checks
Use idle, one-time, and daily heartbeats to review project progress.
Schedule recurring work
Ask an agent to create, inspect, change, and pause a recurring schedule.
Produce a content package
Turn approved source material into drafts for several channels.
Review a website for SEO
Inspect a bounded set of pages and prioritize evidence-backed improvements.
Prepare a project handoff
Make the current status, deliverables, and next decisions easy to act on.
Account and help
Profile and sign-in settings
Find profile, password, and account-recovery controls.
Plans and usage
Read allowances and understand controls that may use paid balance.
Data and permissions
Keep project visibility, tool access, and external sharing distinct.
Troubleshooting
Diagnose the exact state before retrying, reconnecting, or changing access.
Glossary
A short reference for terms used in Clero and these guides.