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This walks you from a fresh workspace to your first piece of directed work. It takes about fifteen minutes.

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1. Connect your sources

TorchRunner reads from where your work already lives so you are not starting from a blank database.
1

Connect email

Link the inbox you use for client work. Gmail and Microsoft 365 connect natively through your provider’s standard sign-in, and TorchRunner syncs threads and routes them by engagement.
2

Connect calendar

So QBRs, check-ins, and SLA windows show up against the right engagement.
3

Add your engagements

Create a record for each active client. This is the spine everything else hangs from.

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2. Meet Archie

Archie is the brain of the workspace. Archie does not do the bookkeeping or the analysis directly. Archie reads the whole picture, decides what needs to happen, and directs the right specialist to do it. You talk to Archie the way you would brief a chief of staff. See the team for who Archie directs.

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3. Run your first Runner

Pick something small and real. A weekly status report for one engagement is a good first Runner.
1

Direct it

Ask Archie for the status report on a specific engagement. Archie is in the dock on every screen, so you can ask from wherever you are standing.
2

Review the draft

TorchRunner assembles it from what it already knows about that engagement. You read it the way you would read a junior’s first pass.
3

Correct it

Fix what is wrong. Tell it what you actually wanted. This correction is not thrown away. It shapes the next run on this engagement and across your practice.

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4. What happens next

The more you direct and correct, the less each run needs from you. That compounding is the point. Read your practice compounds to understand why the second month is lighter than the first.