You’ll receive this link once your organization is set up. This page will guide you through getting started quickly and smoothly.
We recommend sharing How to use Tilford with your team once you’re up and running.
On the dashboard, eligible organizations see an onboarding card with a progress ring (percentage toward 100%), checklist steps, links to Settings and Automation, and a form to paste starter challenges (one per line) so Tilford can create cases immediately. Steps tracked: company profile (details in Settings / operating profile), Slack connected, at least five starter cases logged, and second active teammate (invite from Users). The owner or a setup coordinator can submit starter lines from that card.
The first step is simple: decide who will take the lead on setup.
This is usually an assistant, operations manager, or someone close to day-to-day activity. It doesn’t need to be you.
In the product, one person can be marked Will manage the set-up. By default, the subscription owner holds this role, but you can reassign it at any time (owner only).
Once someone is responsible for setup, they’ll take care of a few quick steps:
This takes a short time but makes a big difference in how useful Tilford becomes.
During onboarding you should capture at least five real issues, risks, delays, or concerns your leadership already cares about. Each can be a single sentence (for example: “Payment dispute with a strategic supplier”, “Customer threatening to move spend”, “Regulatory filing deadline at risk”). Tilford can turn these into cases immediately so the executive brief and dashboard have substance before Slack volume picks up.
People can log an issue or risk in any of these ways — use what fits how your team already works. Recommended order for most teams: Slack first (fastest habit), then Add a Case in the app, then email when that’s easier.
Invites, password resets, and other system emails come from Tilford separately — they are not the same as your case-in address.
Tilford works best when it connects to Slack and your team uses one channel for quick, intentional updates.
When people post short notes about issues or risks there, Tilford Professional can capture and structure them for everyone.
Only the subscription owner can link Slack. In Tilford, open Automation and follow the steps on that page — that screen is the authoritative checklist (channel first, then workspace authorization, then inviting Tilford into the channel in Slack). It stays there so the order always matches the buttons you click.
The few clicks are intentionally minimal. Below are placeholder boxes where product screenshots will sit on the marketing site; in Tilford itself, use Automation as the source of truth.
Afterward, ask people to post short messages in #business-signals (or the channel you chose). If you want Tilford in more channels, invite the app to each one — you do not need to run “Connect Slack” again.
If Connect isn’t available (Slack not enabled on your server), contact whoever hosts Tilford or your Tilford contact.
Make sure everyone knows they can use Slack (once connected), Add a Case in the app, and/or email. Then:
The habit you want is a quick note when something looks off — whichever channel people already use.
Under Users, licensed users can manage Daily team report recipients — colleagues who do not need a paid app seat. They receive an email with a secure link to review open cases and can propose a resolution. A licensed user with the right role must approve before the case is marked resolved.
When your organization has Email a case enabled (unique address in Settings), that digest email sets Reply-To to your org’s case line. Recipients can reply to the digest to report an issue, risk, delay, or other concern — put the details in the message body. Tilford screens replies like other channels; not every message becomes a case.
Your host may also send those digests on a schedule; the product still includes a button to send report emails when you need them.
These items are not all shipped yet; they describe where the product is heading.
For your organization only, Tilford aggregates resolved cases from roughly the last two years (counts, category mix, average time open, cases with owner learning notes) and sends a bounded sample of recent closures into the model that writes the executive brief. The dashboard may show a Guidance from your resolutions panel when the brief includes that text. Guidance is meant to become more specific as you add history and optional owner notes on difficult closes.
When the subscription owner marks a case resolved and the case was high priority or had been open for a longer period, the app can ask for a short optional note on how the case was closed. That note is stored on the case row and strengthens future briefs for your company.
Owners receive a welcome message after self-serve registration with links to this page, the how-to guide, and the app. People who accept an invitation receive a tailored welcome (licensed seat vs setup coordinator). Accounts that never received that path may get a single quick links email on their first password login, without duplicating mail when a welcome already succeeded.
If anything isn’t clear or you want help setting things up, just reach out — we’ll get you up and running quickly.