Welcome to your new role! This transition log contains everything you need to know to successfully onboard and excel in this position. Work through each section systematically to build your knowledge and confidence.
| Tool Name | How we use it |
|---|---|
| Notion | Notion is an all-in-one workspace for notes, documents, databases, wikis, and team collaboration. |
| Slack | Slack is a team messaging app for channels, direct messages, file sharing, and integrations. |
| Avoma & Metaview | Call recording and statistics. Metaview specifically for recruiting/screening/candidate interviews. |
| Miro | Miro is an online collaborative whiteboard for brainstorming, diagramming, planning, and workshops. |
| Trello | Trello is a visual project management tool using boards, lists, and cards to track work. https://trello.com/b/0sl4Webl/paragon-ops |
| Paragon Reporting | Dashboards → https://paragonreports.app/index.html |
| Claude Cowork | Claude Cowork is Anthropic’s desktop agent mode that autonomously organizes and edits your files. |
| Sutro | Sutro is an Inbuilt tool built by Riviera for Sourcing. |
| SFDC | SFDC (Salesforce) is a cloud CRM for managing sales, service, marketing, and customer data. |