The CEG workflow

From conversation to finished work.

Every week, good decisions get lost between meetings, chats and to-do lists. This is how ours makes sure nothing slips: Slack captures the work, ClickUp holds it, Pulse shows it, and the Brain knows everything we have written.

Watch the tutorial Take the tour Sign in to Pulse

Slack capturesMeetings and messages become tasks.
ClickUp holdsEvery task, written up and owned.
Pulse showsYour day, and the whole team's work.
The Brain knowsEverything CEG has written down.

13-minute video · narrated, with captions

Watch the tutorial

Thirteen minutes, step by step. Only Slack is required — ClickUp and Pulse are optional add-ons. Slack's channels and bots first, including the file dump that files a dropped file into the master brain, then the Pulse dashboard, then ClickUp, then the AI doing real tasks — picking one up, asking, waiting for your approval — and what else is new. Stuck on anything? The last minute shows where to ask.

15: tasks out of one meeting, created with one approval
3: places to answer the AI: Pulse, ClickUp and Slack
2×: a day, a check-in in Slack with your open tasks
1: question to the Brain, answered with its sources

Chapter 1 · Capture

Every meeting ends with a clear to-do list.

Without anyone typing it up. Slack is where the work is said out loud, so that is where it is caught.

Slack · #2-meeting-notes

Drop the meeting link. Get the tasks.

Here is a real meeting from this week. Someone shares the Read AI link in the meeting-notes channel. The assistant reads the whole meeting, finds every action item and proposes the tasks.

Once a person approves, they are created: fifteen tasks from one meeting, each with a link to open it in ClickUp or in Pulse.

An owner, a due date and the right ClickUp list on every task
Nothing is created until a person approves
Weekly goals and vague items are listed as left out, not made into tasks
No typing. No forgetting.

A Slack thread where the assistant lists the tasks it created from a meeting, each assigned to a person with links to ClickUp and Pulse.

Slack · any channel

Or just type /task.

Not every task comes from a meeting. In any channel, type /task and say what needs doing, in plain words. The assistant drafts it for you: the title, the owner, the due date and the list.

Nothing is created until you are happy. Then the task is in ClickUp straight away, and everyone named is told right there in Slack.

A proposed task card in Slack with Approve and create, Edit and Cancel buttons. — 1The assistant proposes the task.

The Edit tasks form in Slack: title, assigned to, due date and ClickUp list. — 2Press Edit to change the title, the owners, the date or the list.

The card now reads Tasks created, with Open in ClickUp and Open in Pulse links. — 3Approve & create — it is in ClickUp and in Pulse.

Chapter 2 · Clarity

Every task arrives ready to act on.

A task that only says “follow up with Matt” helps nobody. The AI writes each one up before you open it.

ClickUp · the task

Written up before you open it.

Open any of these tasks in ClickUp. The AI has already written it up: what to do, why it was decided, and what is still unclear. It keeps the key lines from the meeting, so the context is never lost.

At the bottom there is a link to open the task in Pulse, and two fields show the Pulse link and the task’s AI status. Nobody has to rewrite their notes again.

What — the task in one clear paragraph
Why — the reason it was decided
Still unclear — what the AI will ask, if it needs to
From the meeting — the exact lines, quoted

A ClickUp task whose description explains what to do, why, what is still unclear, and quotes the meeting.

Chapter 3 · Focus

Everyone knows exactly what’s on their plate.

Pulse is where each person starts the day — and where the whole team’s work can be seen at once.

Pulse · My tasks

My tasks: where the day starts.

The first page greets you by name, tells you how many of your tasks are late, and gives you one next step to take.

Below that you see what is due soon, and your tasks sorted into still to do, finished and everything. You open it in the morning, and you know exactly where to start.

A person's own tasks in Pulse, late ones first, each with who it is assigned to and its ClickUp list.

Pulse · All tasks

All tasks: the whole team’s work.

See it as a list, grouped by person, or as a board. One click shows only the stuck tasks — the ones that need help — and search finds any task in a second.

Every view has its own link, so you can share exactly what you are looking at.

Every open task as a sortable table: owner, due date, priority, status, list and its AI status. — As a list, with every filter one click away.

The same tasks as a board with one column per person. — As a board — here, one column per person.

Pulse · Filters · Find tasks

Narrow it down, or just ask.

Filters narrow the list by owner, by list, by status, by priority or by due date.

And Find tasks answers questions in plain words, with shortcuts like “Everything that is late”. One click, and there is the list.

The due date filter open: any time, late, due today, tomorrow, this week, this month, or no due date. — Filters, in plain words.

Find tasks: shortcut cards such as My tasks still to do, Everything that is late and Due this week. — Find tasks: shortcuts for the questions people really ask.

Chapter 4 · In sync

Update it once. It’s everywhere.

ClickUp and Pulse are two windows onto the same task. Change it in either, and the other follows in seconds.

Pulse · a task

Every task has its own page.

You see where it came from, who owns it and when it is due. You see what the AI was told, and a history of every change and who made it.

Where it came from: a meeting, /task, or ClickUp
One clear next step, or “nothing is needed from you”
Every hand that touched it

A task's page in Pulse: its source, owner, due date, priority, next step and history.

Pulse · Update this task

Change it in Pulse. ClickUp has it too.

Say plans change. Right on the task page, under Update this task, change the status, the priority, the due date or who owns it. You can pick more than one owner.

Press Save, and Pulse confirms that ClickUp has it too. There is no second place to update.

The Update this task form: status In progress, owner, priority High and a due date, with Save changes.

Pulse · comments

One conversation, in both places.

Comments work the same way. Write your note in Pulse and press Post: it is posted to the task in ClickUp, under your name.

And it works both ways. A comment written in ClickUp shows up in Pulse within seconds. Everyone sees the same truth, wherever they work.

A task's conversation in Pulse: the AI's notes about changes made from Pulse, then a person's comment, marked Posted — it is in ClickUp too. — Written in Pulse…

The same task's activity in ClickUp: the change made from Pulse, the comment marked via Pulse, and a reply written in ClickUp. — …and there in ClickUp, with a reply coming back.

Chapter 5 · Unblocked

The AI asks when it needs you.

Sometimes the AI needs something only a person knows. When that happens, it asks — in three places. Answer from wherever you are, and the answer is kept on the task for everyone to see.

Since October 2026 the AI also does the work: an agent of its own picks each task up the moment it lands, and stops only to ask you something or to get your approval. Anything it would send or change is shown here in full, with an Approve button and a box to say what to change. The how-tos it follows are on the AI skills page, where an admin approves each new one.

Pulse · My tasks

In Pulse: one orange box.

On My tasks, Pulse tells you the AI is waiting for one answer, and takes you straight to the question.

Type your answer in the box and send it. That is it. The answer is saved on the task and posted on ClickUp with your name, so nothing is left waiting on someone who has already replied.

My tasks says the AI is waiting for one answer, with a Go to the question button and the question in an orange box. — Pulse puts the question first.

The orange answer box with the AI's question, why it asks, and a typed answer ready to send. — Answer in your own words.

ClickUp · the task

In ClickUp: a comment that says how to reply.

The same question is posted on the task in ClickUp, as a comment marked “Needs your answer”, with simple steps for how to reply.

The AI status field shows it too, so anyone looking at the task knows what it is waiting for.

A ClickUp comment from the AI: Needs your answer, the question, why it asks, and three ways to answer. — The question, and how to answer it.

The ClickUp task with its AI status field set to Needs your answer. — AI status: Needs your answer.

Slack · your reminder

In Slack: you do not even have to open anything.

Twice a day, each person gets a short check-in in Slack. It shows the AI’s questions, with an Answer button, and your open tasks, grouped into late, due soon and the rest.

Press Answer, type your reply and send — it is saved straight away. You can also change a task’s status right from the message. Two minutes in the morning, and your whole day is up to date.

A Slack reminder: the AI needs your answer on one task, with an Answer button, then open tasks grouped Late and Due soon with a status menu each. — 1The check-in: the AI’s question, then your open tasks.

The Answer the AI form in Slack with the question and a typed answer. — 2Press Answer, type, send.

The reminder now shows the answer in place of the button, and a status menu open on a task. — 3The answer replaces the button — and a status is one menu away.

Chapter 6 · Knowledge

Your company’s knowledge, one question away.

The Brain has read our documents, emails and Slack. It lives inside Pulse, one button from every page.

The Brain · inside Pulse

Ask it the way you would ask a colleague.

Here we ask about the Ocean Bleu payment plan. In a few seconds the answer comes back in plain words, with the sources it used, so you can check every fact yourself.

Every answer names its sources
It says so when two documents disagree
Ask “what are my tasks?” — a tidy list, each task one click away
Chats are saved, and only you see yours

The Brain's start screen: Ask anything CEG knows, with example questions and a Chat / Find a file switch. — Ask anything CEG knows.

A question about a payment plan and the Brain's answer, with numbered source markers beside each fact. — An answer in plain words, each fact with its source.

The Brain · inside Pulse

It remembers the conversation.

Ask a follow-up, and it knows what you mean. Here it lays out the details as a clear table, ready to share.

The Brain answers a follow-up question with a table comparing packages and prices.

The Brain · Find a file

Looking for a file? Describe it.

Switch to Find a file and say what you need. The Brain finds the matching files and shows them as cards. Tick the ones you want, and download them together.

No more digging through folders.

The Brain lists matching brochures as cards with tick boxes, and asks which one is needed.

The Brain · Settings

Tuned to you.

In Settings you can narrow the search by person, department or document type, choose the model, and tell the Brain what to remember about you.

The Brain's settings: written by, department, document type, where from, model and passages.

Chapter 7 · In Slack

Ask the Brain right where you work.

Every Brain question in Slack becomes a conversation: plain answers, follow-ups, documents and files — and it shows up in Pulse too.

Slack · #0-file-dump

Give the Brain a file. Drop it, done.

Drop any file into #0-file-dump — one or several, with a note if you like. Within seconds the bot replies “Got it”, and about a minute later it says where each file went: a folder of the master brain Drive, chosen from what the file says, with a link to it.

The file is uploaded as your own CEG Google account, you are recorded as the person who added it, and the Brain can answer from it straight away. Wrong folder? One menu under that file moves it.

Filed into Content, Development, Finance, Marketing or Sales — your own folder
Uploaded as you, not as a shared account
Searchable in the Brain within a minute
A file the Brain already has asks first: Replace, Keep both or Keep old
Identity documents and files holding a password are refused

A message in #0-file-dump with two attached files, a Word document and an Excel spreadsheet, and the bot's replies under it. — Drop the files, with a note if you like.

The bot's replies: Got it, then each file with the folder it went to, uploaded as the person's CEG account with an Open in Drive link, a Wrong folder? menu, and a line saying a file was moved to another folder. — One reply per file, with the folder and a menu to move it.

Slack · #1-ask-master-brain

Ask in Slack. Get an answer anyone can follow.

Post a question in the Brain channel and the answer arrives in the thread: the short answer first, then clear sections with the important figures in bold. Simple English, no jargon, no links to chase.

Reply in the thread to ask more. The Brain remembers everything said in it, so “what about the second one?” just works.

Written for anyone, not for experts
Follow-ups remember the whole thread
You are @mentioned, so you are notified the moment it is ready
“What is overdue in sales?” lists the team’s tasks, live
Send a voice note or a screenshot instead of typing — it answers that too
👍 👎, export and try again under every answer

A question about buying an Ocean Bleu apartment, and the Brain's answer in Slack with a bold summary, pricing and payment plan sections. — The answer comes in clear, labelled sections.

The end of a Brain answer in Slack: a good-to-know section, a highlighted takeaway, and buttons for thumbs up, thumbs down, export and more. — Rate it, export the thread, or try again.

Slack · #1-ask-master-brain

Nothing is made without your yes.

Ask for a memo, a dossier or a written document and the Brain first says what it will create, with a Create it and a Cancel button. Only when you press Create it is the PDF made and posted in the thread.

Asked for a memo, the Brain replies that it will create a briefing note on the topic and asks Go ahead?, with Create it and Cancel buttons. — 1The Brain says what it will make, and asks.

After Create it, the card says the briefing note was created and the PDF, in CEG's own house style, is posted in the thread. — 2Press Create it, and the PDF is right there.

Slack · #1-ask-master-brain

Need a file? Tick it, get the link.

Ask for a file the way you would ask a colleague. The Brain finds the matching versions, you tick the ones you want, and the download links arrive in the thread. Nothing leaves until you ask for it.

The Brain lists four Ocean Bleu brochure versions with tick boxes, one ticked, and a Get download links button. — 1Tick the files you want.

The thread shows the download link for the ticked brochure, a note that links work for 15 minutes, and a Fresh links button. — 2The link arrives, good for 15 minutes.

Slack · the ⋯ menu

Not quite right? Try again.

Every answer has a ⋯ menu: answer again, answer again with a different AI model, or narrow what the Brain looks at for the rest of the thread.

The more-actions menu under a Brain answer in Slack, with Regenerate, Use another model and Search filters.

Pulse · Pulse · Brain · Slack tab

Every Slack thread is in Pulse too.

The Brain page in Pulse now has two tabs: chats you started in Pulse, and your Slack threads. Open a Slack thread to read it in full, pick up the files it found, or jump back to Slack in one click.

Slack threads are kept: they can be archived in Pulse, never deleted.

Pulse's Brain page with the Slack tab open: the Slack thread's question and answer, a From Slack badge and an Open in Slack button.

Pulse · Pulse and Slack

Ask in Pulse. The thread hears it too.

Carry on a Slack thread from Pulse, and your question and the answer are posted into the Slack thread as well, so everyone there sees them. Chats you start in Pulse stay private to you.

In Pulse, a follow-up question asked inside the Slack thread's chat, and the Brain's answer below it. — 1Ask a follow-up in Pulse.

The same question in the Slack thread, posted as Gaurav Raj (from Pulse), followed by the Brain's answer. — 2It appears in the Slack thread, with the answer.

Chapter 8 · Pictures and PDFs

Real pictures. PDFs ready to send.

The Brain knows every picture on CEG's websites, shows them in answers, and puts them into the PDFs and emails it makes — clean, readable documents that ask before they guess.

Pulse · Pulse · Utilities → Gallery

Every picture and video on our websites, ready to reuse.

The Brain reads cegstake.com, ceg.ag, cegbroker.com and cegmaledives.com every week and keeps each picture — photos, renders, backgrounds and logos — and each video, with a note on what it shows and when to use it.

Describe the picture you need and the best ones come first. A score of 0.40 or more means it fits; when nothing fits, the Brain says so instead of using a poor match.

Over 200 pictures and 15 videos from the four sites — Images · Videos at the top
Search by describing it: “Ocean Bleu pool for a brochure cover”
Open one for its notes, the pages it is on, and how to place it in a PDF or email

Pulse's Gallery page searching for an Ocean Bleu pool, with matching photos scored 0.90 down to 0.71. — Describe it — the best matches come first.

The Brain · Pulse · Brain, and Slack

Answers show what a place looks like.

Ask about a property and the answer shows up to three pictures from our sites. In Slack they arrive under the answer in the thread.

Follow-up questions that are not about how something looks stay text only. Turn pictures off in the chat's Settings if you prefer.

A Brain answer in Pulse about Manta Bay with a section headed What it looks like and a rendering of the tower at sunset. — In Pulse.

The same answer in a Slack thread, with Manta Bay renders posted under it. — In Slack.

The Brain · Pulse, brain.ceg.ag and Slack

PDFs in CEG's own brand.

Ask for a dossier or a memo and the Brain writes it from what CEG has on file, in the brand guidelines: a dark cover with the right logo (CEG Stake for the platform and its products, CEG Group for everything else), the key figures as tiles, numbered sections and the logo on every page.

The official risk or tax line appears only on pages that show returns, prices or tax. No reference codes or [1] citations, never a client's or investor's name, and the approved company facts win over older documents.

The cover: logo by subject, a picture from our sites.

Page 2 of the same guide: three figure tiles for mint price, lock-up and target return, then numbered sections with a key-facts table and the risk line in the footer. — Figure tiles, numbered sections, the risk line where it belongs.

The Brain · Pulse, brain.ceg.ag, Slack and every email

Brochures and emails that look like CEG.

Ask for a brochure and you get a 16:9 deck: cover, why, how, what it costs, the next step — light for CEG Group, dark for CEG Stake. Pictures are never cropped.

The last page carries the contact card of the person who asked, or of the task's owner when it is for a ClickUp task. Every email the Brain sends wears the CEG header and footer, signed with the sender's photo, role and details from the Employees page in Pulse.

Brochures only when you ask for one; dossiers stay A4
Employees page (Utilities): name, role, email, phone and photo for each signature
The footer works on a phone as well as on a desktop
Download the footer and header for your own Gmail from the Employees page
Every email sent is kept: Utilities → Sent emails, exactly as it went — and on the task it was for
Ask for it in German and the email, its template and the brochure are all German

The cover of a CEG Setup brochure, Company formation made simple, with a team photograph and three facts as chips. — A brochure cover.

The brochure's pricing page: three packages at AED 18,000, 25,000 and 35,000 as tiles, add-ons below and the risks to know. — Prices as tiles, the risk line in the footer.

An email about two Manta Bay units in the CEG template: the CEG Group header, the message, Riya Kalra's signature with photo and role, the five businesses and the legal footer. — Every email in the CEG template, signed by the sender.

Slack · #1-ask-master-brain

When documents disagree, it asks first.

A PDF cannot show where a figure came from, so before making one the Brain checks that its sources agree. When they do not, it asks: each question numbered, each option lettered, with where it was found.

Answer “1A, 2B” in the thread and the PDF is made with your answer — no second-guessing.

The Brain in Slack saying the documents disagree on two things, with options A, B and C for the token price and A or B for the number of tokens. — 1The documents disagree: it asks which is right.

A request for a Manta Bay dossier with the confirmed payment plan, then Briefing note created. — 2With the answer given, the PDF is made.

That is the whole workflow

Less chasing. More doing.

Meetings become tasks. Tasks stay in step between ClickUp and Pulse. The AI asks when it needs you, and the Brain answers from everything we know.

Slack to capture. ClickUp to do. Pulse to see. The Brain to know.

From conversation to finished work.

Slack capturesMeetings and messages become tasks.

ClickUp holdsEvery task, written up and owned.

Pulse showsYour day, and the whole team's work.

The Brain knowsEverything CEG has written down.

Watch the tutorial

The AI asks when it needs you.

Sometimes the AI needs something only a person knows. When that happens, it asks — in three places. Answer from wherever you are, and the answer is kept on the task for everyone to see.