Guide
What Orca does, how it works, and how to get the most from it. Why Orca? It is an AI orchestration app that conducts the tools you already have, so they finally work together.
Your first 7 days
Orca is an AI orchestration app. That is where the name comes from: it conducts the tools you already have, so they finally work together. Setup takes five minutes. The rest is just using it. Here is the order that works best.
Connect your calendar and email
Open Settings, connect your Microsoft 365 or Google account. You can connect up to five accounts, so if you run multiple businesses or have separate tenants, add them all now. The connect buttons stay visible until you hit the limit, and a tenant switcher appears once you have two or more. Takes about two minutes per account.
Connect Fireflies for transcripts
Paste your Fireflies API key in Settings. This lets Orca pull meeting transcripts automatically and use them for follow-ups, contact dossiers, and pattern detection.
Let Orca prep you automatically
30 minutes before your next call, Orca reads the calendar event, looks up attendees in your contacts, pulls prior emails and transcripts, and sends a structured brief. You do not need to ask.
Try your first follow-up
Say "follow up on my call with [name]". Orca finds the transcript, extracts what was discussed, drafts an email in your voice, and queues it for approval. Review it, approve it, done.
Ask what your day looks like
Try "what's my day look like?" first thing. Your morning briefing should already be landing before your coffee. Three meetings, two flagged emails, one overdue follow-up — all in one view.
Ask who needs chasing
"Who needs chasing?" pulls your open follow-ups and missed replies. Names, context, how many days have passed. Orca drafts a chase for each one. You approve, they go out.
Check your energy batteries
The energy monitor shows where your time actually goes, split by client or project. If you are spending 70% of your week on one client, you will see it clearly here.
Run your first weekly review
Energy, pipeline, signals, status notes — all in one place. Takes 15 minutes. Most people find it replaces a full hour of fragmented end-of-week catch-up.
How to brief Orca
The more context you give, the better the output. These examples show the difference between a prompt that works and one that makes Orca guess.
Orca finds Sarah's calendar event, queries her contact profile, pulls prior email threads and Fireflies transcripts, researches Meridian via Companies House, and generates a structured brief with talking points, connection context, company activity, and suggested approach.
Orca finds the transcript, extracts commitments from both sides, drafts a threaded reply referencing the Home Office expansion specifically, and queues it for your approval.
Too vague. If you have three meetings today, Orca needs to ask which one. Give the name, the company, or the time.
Who to? About what? A name and a call reference turns this into a fully contextualised draft. Without that, you get a generic shell.
Setting up integrations
Orca works with the tools you already use. Connect them once and they run in the background.
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1
Microsoft 365 or Google Workspace
Calendar, email, and contacts. This is the foundation. Orca reads your schedule, accesses email threads for context, and sends follow-ups via Outlook or Gmail. Connect via OAuth — you stay in control of permissions at all times.
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2
Meeting transcription (Fireflies, Fathom, or Otter)
After each call, the transcript is pulled automatically. Orca analyses it for follow-ups, action items, commitments made, and new facts about the people you spoke with. No transcript means no post-meeting intelligence.
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Notifications (Pushover)
Push alerts to your phone. Meeting prep lands 30 minutes before virtual calls, 60 minutes before in-person. Departure reminders with travel time included. Chase reminders on Wednesdays. You can silence any notification type individually.
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4
Task management (ClickUp, optional)
Orca can create tasks from calls and emails, track pipeline movement, and pull task data for weekly reviews and board packs. Useful if you already use ClickUp; not required if you do not.
What Orca does without being asked
Most of what Orca does happens automatically. You do not need to trigger it.
Your morning briefing
Delivered at 07:00 every weekday. Everything you need to start the day, without opening your email.
When you will use this
- When you open Orca at 07:15, your briefing is already there. Three meetings today, two flagged emails, one overdue chase.
- When you have a client meeting at 09:30, the briefing highlights it with attendee names and whether prep is complete.
- When a client email has been waiting four days, it appears as a red flag with "respond today" and a draft ready to review.
Before a meeting
Orca preps you before every meeting. You do not have to dig through email threads or last month's notes to walk in with context.
When you will use this
- When you have a new business meeting, Orca researches the company (Companies House, LinkedIn, recent news), checks your prior email threads and calls, and builds a brief.
- When you have a recurring client meeting, Orca pulls what you discussed last time, what commitments were made, and what is outstanding.
- When an in-person meeting requires travel, Orca sends a departure alert to your phone with travel time factored in.
How to use it
Orca preps 30 min before virtual meetings, 60 min before in-person. Nothing required from you.
"Prep me for my meeting with [name]"
"Prep me for my call with Tom from the EdTech company. They're exploring AI for admissions."
After a meeting
Orca generates a follow-up within minutes of your meeting ending. Every draft goes into a queue. Nothing goes out without your approval.
When you will use this
- When your call ends, Orca finds the transcript, extracts what was discussed and what was promised, drafts a follow-up email in your voice, and queues it.
- When there was a prior email thread, Orca threads the reply correctly, so there are no orphaned follow-ups floating in your sent folder.
- When action items come up in the call, Orca creates tasks automatically and links them to the contact.
How to use it
Follow-up generated within minutes of the meeting ending. Check your draft queue.
"Follow up on my call with [name]"
"Follow up on my call with Sarah. Emphasise the onboarding pressure she mentioned."
The draft queue
Every external action goes through the draft queue first. Emails, Teams messages, calendar events, tasks — all queued for your review. Preview each one, edit if needed, and approve individually or use "Send All". Nothing goes out without your say so.
Managing your inbox
Orca monitors your inbox continuously and surfaces what actually needs your attention. Everything else gets out of your way.
When you will use this
- When a client emails about contract amendments four days ago, Orca flags it as high priority and drafts a reply.
- When someone wants to schedule a meeting, Orca suggests three available slots from your calendar and drafts a reply with them included.
- When newsletters arrive, they are skipped automatically and never surface in your flagged view. Nothing is moved or deleted.
Email templates
Stop retyping the same follow-ups. Build templates once, apply them to any draft with one click, and let placeholders fill in the details.
When you will use this
- After a meeting, you apply your "Post-meeting follow-up" template. It fills in the contact's name, references the meeting subject, and preserves the quoted email thread below.
- You have a standard introductory email for new contacts. One click inserts it with the right name and company, ready to send.
- A client needs chasing. Your "Quick chase" template drops in with their first name and a polite nudge, consistent every time.
How it works
In Settings, build templates using plain text with placeholders like {{firstName}}, {{lastName}}, {{company}}, {{email}}, and {{subject}}.
Open a draft, click Edit, then select a template from the dropdown. Placeholders are filled automatically from the draft's recipient data.
The template text sits above the quoted conversation history. Edit if needed, then send. The email threads correctly in the recipient's inbox.
Your pipeline
Every person you meet gets a profile. Every call adds to it. Orca keeps your contact intelligence current without any manual entry.
When you will use this
- When you meet someone new, Orca creates their contact profile automatically from the calendar event and any prior email thread.
- When you have a call, Orca discovers new facts (role changes, project mentions, preferences) and asks you to confirm before saving.
- When you ask "who do I know at Meridian?", Orca returns everyone you have met there with their interaction history.
Weekly review
A structured walkthrough of your week. Energy, pipeline, signals, and status notes in one session.
Five steps: energy allocation, calendar overview, pipeline movement, top signals, and status notes. Each step is guided — Orca surfaces the data, you add the judgement. Most users complete it in 15 minutes on Friday afternoon.
Energy monitor
Where is your time actually going? The energy monitor breaks your week down by client and project so you can see the real picture.
Command palette
A keyboard-driven interface for everything in Orca. Press the shortcut, type what you need, and act. Faster than navigating menus for most common tasks.
Orca Web App
A browser-based dashboard that gives you access to briefings, draft approvals, and activity monitoring from any device. No install required.
How to get the most from it
- Approve drafts on the go. The Approvals tab shows every email, Teams message, and calendar invite Orca has queued. Review the content, edit inline if needed, and approve or reject. Nothing sends without your sign-off.
- Check your briefing before your first meeting. The Home tab shows your next meeting with prep context and quick stats. Open it on your phone over coffee instead of launching the desktop app.
- Monitor what Orca is doing. The Activity tab logs every background action: inbox triage, briefing generation, transcript pulls, and scheduled jobs. If something looks wrong, you will see it here first.
- Connect accounts from any machine. Settings lets you connect Microsoft 365 and Google Workspace via OAuth. Useful when you are setting up on a new device or adding a second tenant.
- Share access with your team. The web app supports multiple users on the same Orca instance, each with their own login. Useful for EAs or team members who need to approve drafts on your behalf.
Email autopilot
Orca monitors your inbox in the background, classifies every email by priority, drafts replies for the ones that matter, and skips the ones that do not. Nothing is moved, deleted or marked as read. You review and send. That is it.
When you will use this
- A client emails about a contract query and Orca flags it as high priority, drafts a reply referencing the relevant context, and queues it for your approval.
- Seven newsletters and notification emails arrive overnight. Orca skips them silently so your review queue shows only what needs action.
- A warm lead replies to your outreach. Orca scores it, drafts a contextual reply in your tone, and puts it at the top of your draft queue.
How it works
The scheduler polls your inbox at configurable intervals. New emails are classified as actionable, informational, or noise.
Actionable emails are scored by sender relationship, thread age, and content urgency. Noise emails are skipped automatically, with no draft and no change to your inbox.
High-scoring emails get contextual draft replies that include the quoted thread history. Drafts appear in your approval queue, ready to review and send.
Draft effort
Choose how much effort Orca puts into each draft. Standard keeps drafts fast and inexpensive. High uses Orca's most capable model and richer context for a fuller, more considered draft. It applies to email autopilot drafts and to social posts, and you control each one independently.
When you will use this
- A routine internal email arrives. Standard effort gives you a quick, grounded draft to react to and send in seconds.
- A warm prospect replies with a real question. You switch that draft to High so Orca weighs up your history, their CRM warmth and your calendar, and writes a fuller reply worth the extra tokens.
- You want a LinkedIn post that lands. High effort on social drafts a sharper, more developed piece than the quick standard version.
How it works
Email draft effort lives in Settings > Autopilot. Social post effort lives in your Social settings. Each defaults to Standard until you change it.
A lightweight model reads the thread and writes a short, grounded draft. Ideal for day-to-day volume where you just want something to react to and send.
Opus 4.8 reads the full thread, weighs up the sender, your history, their CRM warmth and your calendar, and uses the skills you have switched on. Slower and more tokens, reserved for the messages that matter. Either way, nothing sends without your approval.
Ignore rules
Not every email deserves a draft. Ignore rules tell the email autopilot which messages to skip, so they never reach your review queue. Orca filters the obvious noise on its own, and you add your own rules on top.
When you will use this
- Newsletters, receipts and order confirmations arrive all day. Orca skips them automatically, so they never clutter your draft queue.
- A particular sender or whole domain you never reply to keeps appearing. You add a rule and Orca leaves them alone from the next inbox check.
- A recurring subject line you always ignore. You add a subject rule once and forget about it.
How it works
Newsletters, receipts, order, shipping and delivery confirmations, anything with an unsubscribe link, and no-reply or bulk senders are skipped with no setup. The full list is shown in the Ignore rules panel.
In the Autopilot tab, open Ignore rules and add a keyword (matched against the subject or body), a sender, a whole domain, a subject pattern, or a named header. Switch it on and Orca applies it from the next check.
When a rule matches, Orca skips the email before it is classified, so it costs nothing and never becomes a draft. Matched mail is recorded with a hit count, so you can see what each rule catches and tune anything too broad.
Scheduling autopilot
Every meeting on your calendar gets automatic preparation. Briefings, departure alerts, and conflict detection all happen without you lifting a finger.
When you will use this
- You walk into a meeting with a new business contact. Orca has already pulled their Companies House profile, LinkedIn activity, and any previous email threads, and assembled a one-page briefing.
- You have a meeting across town at 14:00. Orca sends a departure alert at 13:10, factoring in transit time and your 15-minute buffer.
- Two meetings are booked back-to-back with no gap. Orca alerts you so you can reschedule before it becomes a problem.
How it works
Orca watches your connected calendars and identifies meetings that need preparation.
For each meeting, Orca generates a briefing with attendee profiles, CRM data, previous meeting notes, and relevant context from your email and transcript history.
Departure alerts are sent via your notification channel. Calendar conflicts and tight turnarounds are flagged so you can address them proactively.
Follow-ups for review
After an online meeting ends, Orca fetches the Fireflies transcript and generates a follow-up draft without you having to ask. The draft surfaces in the Autopilot tab for your review. Nothing is sent automatically.
How it works
When a meeting ends, Orca polls Fireflies up to six times at five-minute intervals. Most transcripts land within the first two attempts. If the transcript arrives, the follow-up pipeline runs immediately.
Orca analyses the transcript, identifies what was discussed and what was committed to by both sides, and drafts a follow-up email. The draft lands in the Follow-ups for review panel inside the Autopilot tab. Edit it, approve it, or discard it.
For each attendee, Orca logs an interaction record in your contact history. No manual entry needed. The next time you brief for a call with the same person, Orca knows you met, when, and what was covered.
If the transcript never arrives and the meeting was online, Orca marks the meeting as a no-show and generates a brief reschedule email instead. It appears in the same Follow-ups panel with a no-show label, so you can send it with one click or discard it if you already know what happened.
Enabling this feature
Follow-ups for review require the postMeetingFollowUp scheduler job to be active. Enable it in the Scheduler section of Settings. The job is off by default on new installs.
Calendar review
The calendarHygiene job scans your calendar every ten minutes and surfaces two kinds of item in the Autopilot tab: conflict alerts and auto-decline candidates. Both require your approval before anything happens.
Conflict alerts
When two calendar events overlap, Orca raises a conflict alert in the Calendar review panel. Each alert shows both events with their times and organisers.
Two action buttons let you decline either event. Clicking either one sends a Graph decline immediately, then Orca scans your calendar for free windows of the same duration in the next seven weekdays (09:00–17:00 only).
Orca drafts an email proposing up to three alternative times to the organiser of the declined event. If no free windows can be found in the next seven weekdays, the email asks the recipient to suggest times instead. The draft lands in your standard Drafts for review panel so you can edit before sending.
Auto-decline candidates
When an invite matches one of your calendar priority rules (see below), it surfaces in the Calendar review panel as a decline candidate. One click sends a Graph decline. No email draft is generated for auto-declines; the decline response is the action.
Enabling this feature
Calendar review requires the calendarHygiene scheduler job to be active. It is off by default. Enable it in the Scheduler section of Settings. The job scans today plus the next seven days on every tick.
Calendar priority rules
Manual rules that tell Orca which meeting invites to surface as auto-decline candidates in the Calendar review panel. Rules are stored locally on your machine and are not synced to the cloud.
Rule types
Any invite where the organiser's email address contains the pattern you specify is flagged for decline. Useful for recurring low-value senders, internal mailing lists, or vendor newsletters that somehow end up as calendar invites.
Any invite where the meeting title contains the pattern you specify is flagged for decline. Useful for categories of meeting you have decided are not worth your time: all-hands updates, recurring standups from teams you are no longer part of, and similar.
Things to know
- Rules match on substrings, so "weekly update" would match "Team weekly update" and "Weekly update — Q2 review".
- Matching is case-insensitive.
- Rules are stored in your browser's local storage and are install-specific. They are not backed up to your Supabase account, so they will need to be re-entered if you reinstall Orca.
- A rule match surfaces an invite in Calendar review for your approval. Orca never declines automatically without your click.
Meeting prep job
A background scheduler job that runs ahead of external meetings and delivers a preparation push notification to your phone. Separate from the manual prep you can trigger via the chat interface.
What it does
- Runs a configurable number of minutes before each external meeting in your calendar.
- Gathers attendee context from your CRM, recent Fireflies transcripts from previous calls with the same people, and related work items.
- Sends the assembled context to your phone as a push notification via Pushover.
- Operates independently of the manual "prep me for my meeting with" prompt. Both can be used at the same time.
Configuration
The lead time (how many minutes before the meeting the prep notification fires) is configurable in Scheduler settings. The job requires Pushover to be connected. It runs for external meetings only; internal meetings and recurring one-to-ones with no external attendees are skipped.
Skills
Skills are packets of knowledge Orca can pull into a conversation on demand: your tone of voice, your sector's rules, the specifics you answer the same way every time. You choose which skills Orca can reach for in Settings, then call one by name in chat. The specialist knowledge does the heavy lifting; you review and send.
When you will use this
- You run a hospitality business and field the same legal and compliance questions constantly. You build a "trade" skill that holds the rules cold, then tell Orca "read my email from Bob and answer using the trade skill".
- You have a precise house style for client writing. A "house style" skill means every draft comes back in your voice without you re-explaining it each time.
- You want Orca to apply specialist domain knowledge for one task, then switch it off again, without involving a developer or rebuilding anything.
How it works
Send us the knowledge you want captured, your tone of voice, your sector's rules, your house style, and we package it as a skill and upload it into the workspace we keep for you in our Anthropic Console. That is the same workspace your Claude workspace key belongs to, so you never need an Anthropic account or console access of your own. Each skill is named so you will recognise it, for example "trade", "pricing", or "house style".
Open Settings > Skills. Orca lists every skill in your workspace with a short description. Tick the ones you want active. Up to eight can be enabled at once, which is the limit the model accepts per message.
Say "use the trade skill" in your message and Orca reaches for it, applying your knowledge to whatever you have asked and drafting the result for your approval. Changes take effect on your next message, with no restart. Toggle a skill off when you are done.
Configuration
Skills are chosen in Settings > Skills, which reads the skills in the dedicated workspace we keep for you in our Anthropic Console, tied to your Claude workspace key (set under Settings > Credentials). We create and upload your skills into that workspace for you; from the app you simply choose which of them are active. For the full step-by-step reference, see the Skills section of the Help reference.
Agentic features
Orca's agentic features turn the scheduler, CRM and calendar into something that plans, watches and helps you act — not just notify you.
What's included
Six capabilities, each toggleable:
- Goals and daily planner — each weekday morning, Orca picks three to five priorities from your goals, calendar and tasks.
- Reactive chains — dormant contacts queue a chase, cancelled meetings suggest filling the gap with an overdue goal, scheduled meetings update CRM warmth.
- Situation assessor — twice daily, Orca synthesises goals, calendar, CRM and tasks into strategic insights: churn risk, deadline convergence, relationship gaps.
- Workflows — multi-step tasks like "prepare the client report" — Orca plans the steps, runs them, pauses for approval on outbound actions.
- Document generation — produce Word, PowerPoint, Excel and CSV files from your data. No templates required. Disabled by default.
- Preference learning — when you edit a draft before sending, Orca extracts a writing preference. Over time, your drafts need less correction.
Setting up
Open Settings → Agentic Setup. There are eight collapsible sections. Most users only need to configure the first two.
- Businesses — the orgs you run. These populate the dropdown when adding goals.
- Goals — add three to ten goals to start. Each goal needs a title; deadline and business are optional but recommended.
- Schedule — defaults: 07:30 daily planner, 08:00 and 14:00 situation assessor, weekdays.
- Reactive chains — six toggles. Leave them on unless a chain doesn't fit your workflow.
- Workflows — set a per-workflow budget (default $2). Enable or disable individual workflow templates.
- Document generation — off by default. Turn on when you need it.
- Preference learning — leave on. Useful effects take a few weeks to build.
What a good goal looks like
Goals should be outcomes, not actions. Orca already sees your tasks. Goals are the "why" behind them.
| Title | Why this works |
|---|---|
| Close two new training contracts this quarter | Specific, measurable, time-bound. Orca flags pipeline contacts and meetings against it. |
| Ship the v2 product release by 30 June | Tied to a date so the planner can pace work. |
| Re-establish contact with the top ten dormant clients this month | Maps cleanly to the dormant contact reactive chain. |
| Take eight weeks of leave this year | A goal can be personal — Orca protects time when scheduling. |
| Publish twelve long-form posts this year | Long-running goals are fine; Orca tracks progress. |
Avoid:
- "Be more productive" — too vague.
- "Reply to emails" — that's a task, not a goal.
- "Grow the business" — Orca can't measure or pace this. Break it down into something dated.
Cost
Approximately $0.15–0.30 per day baseline (about $3–7 per month) with default settings. Each goal or business adds a fraction of a penny per day. Workflows are capped per run by your configured budget. Document generation costs $0.05–0.30 per file depending on length. Disable individual features in Settings → Agentic Setup or Settings → Scheduler to reduce usage.
Where the output appears
- Daily plan — weekday mornings, push notification with top three priorities. Full plan in the Agentic tab.
- Insights — high-severity insights push immediately. All insights live in the Agentic tab.
- Reactive chains — silent in most cases. Log lives in the Agentic tab's "Reactive activity" section.
- Workflows — notifications when they pause for approval or complete.
- Document generation — filenames listed in the Agentic tab.
How Chris uses it
These are real prompts and what Orca does with them.
Integration guides
What each integration connects, and why it matters.
Claude (Anthropic)
The AI engine behind Orca. Every brief, draft, triage decision, and research summary runs on Claude. Usage is metered and included in your subscription, with a fair-use ceiling, so there is no separate Anthropic account to create and no variable API bill to manage. We provide your Claude workspace key during onboarding; you receive credentials for the workspace key only, while the account itself is managed for you.
Microsoft 365
Calendar, email (Outlook), Teams, and contacts. Orca reads your schedule to trigger prep. Accesses email threads for context on contacts and deals. Sends follow-up emails via Outlook. Posts Teams messages. Supports up to five tenants simultaneously, so if you run more than one business, connect each tenant via Settings and use the tenant switcher to filter or view all accounts together.
Google Workspace
Calendar and Gmail. Same capabilities as Microsoft 365 but via Google's APIs. If you use Google Calendar and Gmail as your primary account, this replaces the Microsoft 365 integration. Both can be connected if you operate across both environments.
Fireflies / Fathom / Otter
Meeting transcription. After each call, Orca fetches the transcript automatically and analyses it for: follow-up actions, commitments made by both parties, new facts about contacts, and themes for social content. Without a transcription service, post-meeting intelligence is not available.
ClickUp
Task management. Orca creates tasks from emails and call transcripts, tracks pipeline stages, and pulls task data for weekly reviews and board packs. If you do not use ClickUp, this is optional — Orca manages tasks internally without it.
Pushover
Push notifications to your phone. Meeting prep alerts arrive 30 minutes before virtual meetings and 60 minutes before in-person ones. Departure reminders include estimated travel time. Chase reminders go out on Wednesdays. You control which notification types are active.
Personal profile publishing via OAuth (w_member_social scope). Orca drafts posts from your meetings, emails, and RSS feeds, generates branded card images, and queues everything for your approval. Posts are published to your personal profile only. No company page access is used.
Getting more value
Orca's standard configuration handles most use cases. Here is how to extend it.
Skill upgrades
Additional capabilities configured for your specific needs. Examples: sector-specific research monitoring, bespoke scoring models for opportunity pipelines, custom proactive jobs that run on your schedule.
Bespoke features
Custom integrations with systems Orca does not connect to by default, bespoke report formats, or workflows specific to your business model. Discussed and scoped on a case-by-case basis.
AI advisory
Strategic guidance on using AI across your business, not just within Orca. What to automate, where AI adds real value in your sector, how to bring your team along. Sessions are focused and practical.
FAQ
Not without your approval. Every email, Teams message, and calendar event goes through the draft queue. You review, edit if needed, and approve before anything is sent. Nothing leaves your account without your say so.
Orca tells you. It never fabricates data or pretends an action succeeded. If your calendar API is down, it says so and does not generate a prep brief based on incomplete information. Errors are surfaced clearly, not hidden.
Yes, with your permission via OAuth. It reads emails for context — who said what, when, what was promised — but never shares your data externally or uses it to train any AI model. You can revoke access at any time through your Microsoft or Google account settings.
Contact facts, meeting briefs, work items, and drafts are stored in a private Supabase database dedicated to your account. Your emails and calendar events stay in Microsoft or Google. Orca queries them live and does not duplicate them into its own storage.
Yes. There is an Android app with voice-first interaction, CRM access, and push notifications. Meeting prep and follow-up alerts go to your phone automatically via Pushover. An iOS version is in progress.
Orca supports up to five Microsoft 365 or Google Workspace accounts at the same time, in any combination. Go to Settings, click the connect button for each additional account, and label them however makes sense to you. A tenant switcher appears in the title bar once you have two or more connected, letting you filter by account or view everything together. Each account is scoped separately, so calendar events, emails, and contacts from each business are kept distinct and attributed correctly.
Ready to see it working?
Book a call and we will walk through a live demo using your actual calendar and workflow. No slide decks. Just the system running.
Social media
Orca drafts LinkedIn posts from your meetings, emails, and industry news, then queues them for your approval. You can also write posts yourself directly in the Socials tab. Nothing is published without your explicit say-so. You stay visible on LinkedIn without spending time writing posts from scratch.
When you will use this
How it works
Authenticate via OAuth using LinkedIn's
w_member_socialscope. This grants Orca permission to post on your personal profile. No company page access is required or requested.Posts are generated in four ways: yourself (click + New Post in the Pending Drafts header and type your text); via chat (ask Orca to draft from a meeting or topic); via the Pattern Review scheduler (runs every 15 hours, mining your meetings and emails for post ideas); or via the Source Monitor scheduler (runs at 08:00 and 16:00, generating posts from up to four configured RSS feeds).
Each post can include a branded visual card. Tick Add image card when writing your own post, or cards are generated automatically for AI-drafted posts. The card uses your configured brand colours (background, accent, and text), a relevant headline, and a clean layout sized for LinkedIn. You can preview, regenerate, or remove the card before approving.
Every draft lands in the social media approval queue. From there you can review the text, edit it, approve and post directly to LinkedIn, schedule it for later, or dismiss it. Nothing is ever published automatically.
Scheduling limitation to be aware of
Scheduled posts are dispatched by Orca, not by LinkedIn's own scheduler. A post only goes out while the Orca app is open. If the app is closed at the scheduled time, the post fires when you next open Orca. To protect you from publishing stale content, any post that is more than 10 minutes overdue on next launch is marked Missed rather than sent automatically. You can re-approve or reschedule it from the queue. For time-critical posts, either keep Orca open or use Approve to post immediately.
Comment harvesting via Browser Bridge
To draft comments on LinkedIn posts, paste LinkedIn faceted-search URLs into the Harvest Search URLs field in the Socials settings panel, then click Harvest. Orca opens each search in Chrome, reads the posts on the page, and drafts a comment for each into your queue. This requires the Orca Browser Bridge Chrome extension (a one-time install). See github.com/orca-ai-app/orca-browser-bridge for installation instructions.
Configuration
LinkedIn OAuth is configured in Settings under Integrations. Brand colours (background, accent, text) are set in the Socials settings panel. The Pattern Review and Source Monitor scheduler jobs can be enabled or disabled independently. RSS feed URLs (up to four) are managed in the Socials settings panel. Posts are queued to your personal LinkedIn profile only. For the full step-by-step reference, see the Social Media section of the Help reference.