How to Use Merno

Create an account with Google OAuth or email/password. If you're joining a team, click the invite link from your email — you'll be added to your organization automatically.

1. 1Enter your job title and company. This helps Merno write better narratives about your work.
2. 2If you're on the Pro plan, name your first team and invite colleagues via email.
3. 3Log your first achievement — write it however feels natural.
4. 4See the AI-generated narrative. This is how Merno transforms your raw notes into polished statements.

Click the “What did you accomplish?” bar on your dashboard (desktop) or the + button (mobile). You'll need:

• What happened — describe the achievement in your own words (up to 2,000 characters)
• Category — pick the type of work
• Status — Completed or In Progress
• Date — when it happened (today, yesterday, this week, or a custom date)

Choose the category that best fits the work. This helps Merno group achievements in weekly summaries and review narratives.

When you log an achievement, Merno instantly generates a 2-3 sentence narrative in third person. The AI follows strict rules: it never inflates scope, never adds superlatives, and preserves every specific detail you mentioned (names, dollar amounts, dates). The result is something you can confidently share in a review.

Click on any achievement row to expand it. From there you can:

• Edit — update the text, category, or date (re-generates the AI narrative)
• Favorite — star important wins for quick reference
• Mark Complete — move in-progress work to completed
• Archive — move to the Archived tab
• Delete — soft-delete (can be restored later)
• Toggle Raw/AI — switch between your original text and the AI narrative

• Achievements — completed wins, sorted by date
• In Progress — work you're still tracking
• Suggested — achievement candidates from Slack, HubSpot, Salesforce, or the browser extension (approve, edit, or dismiss)

Use the filter icon to narrow by category or date range. The search bar (right side of the tab bar) searches across both your raw text and AI narratives.

The 8-week bar chart at the top shows your weekly achievement velocity. Past weeks appear in indigo, the current week in amber. Consistent logging builds your streak — shown next to the chart.

When you connect Slack, HubSpot, Salesforce, or the browser extension, Merno surfaces potential achievements in the “Suggested” tab. These never auto-log — you always approve, edit, or dismiss them first.

• Manager requests — when your manager asks for more details on a specific achievement, you'll see a notification and receive an email
• Suggested achievements — when new candidates arrive from integrations or the browser extension
• Review ready — when review cycle documents have been generated and are ready for you to view
• Platform updates — product news, new features, and important announcements from the Merno team

Click a notification to navigate directly to the relevant item — for example, a manager's request opens your achievement in edit mode so you can add details immediately. Use “Mark all read” to clear your unread count.

1. 1Go to the Reviews page and click "New Cycle."
2. 2Name the cycle (e.g. "Q1 2026 Performance Review").
3. 3Choose a team (Pro users with teams) or keep it personal.
4. 4Set the review period (start and end dates) — this defines which achievements are included.
5. 5Set a generation date. Merno auto-generates documents on that date, or you can generate manually anytime.

• Team cycles — generates a separate review document for every team member. Great for managers preparing performance reviews across their entire team at once.
• Personal cycles — generates a review document just for you. Perfect for preparing your own self-assessment before the official company review cycle.

On the scheduled generation date, Merno automatically generates AI-powered narrative arc documents for every participant in the cycle. Each document includes an executive summary, growth themes with evidence, growth edges, and a forward look — based on that person's achievements during the review period.

Once generated, all participants receive an email notification and an in-app “Review Ready” notification with a link to the Reviews page.

• View — expand any document to see the full narrative arc
• Export PDF — download individual review documents as PDFs
• Mark Reviewed — indicate you've reviewed a document (managers can mark any, participants can mark their own)
• Cycle completion — when all documents in a cycle are marked as reviewed, the cycle automatically moves to “Completed” status

• Upcoming — created but documents haven't been generated yet
• Active — documents have been generated and are ready for review
• Completed — all documents have been reviewed

1. 1Choose a period: previous month, quarter, last 6 months, or a custom date range.
2. 2Click "Generate Narrative." Merno reads all your achievements from that period.
3. 3Review the result: an executive summary, key themes with evidence, growth edges, and a forward look.
4. 4Download as PDF or keep it for reference. Past narratives are saved under "Previous Narratives."

• Executive summary — 1-2 sentences capturing the period
• Themes — 3-5 recurring threads with supporting evidence pulled from your achievements
• Growth edges — areas for development, grounded in what you actually worked on
• Forward look — where the narrative naturally leads next

• Achievement velocity — line chart showing wins per week over time
• Category trends — area chart showing how different categories evolve week by week
• Category distribution — bar chart showing where your work is concentrated
• Impact metrics — AI-extracted dollar values, client names, and numeric metrics from your achievements
• Streak — current and best consecutive weeks with at least one log
• Period comparison — percentage change vs. the previous period

The Team tab shows aggregate data for your team. Managers see their own teams; org owners and admins see all teams via a dropdown selector. It includes:

• Team velocity — line chart of team-wide achievements per week
• Category trends — area chart showing team category evolution
• Member activity — per-person achievement count with category breakdowns
• Team health — deterministic health scores for each member (healthy, needs attention, at risk) based on recent activity patterns, with AI-generated action items
• AI-powered insights — extracted dollar values, client names, numeric metrics, work trends (which categories are up or down), and recurring themes across the team
• Category distribution — team-wide breakdown

The Org tab provides organization-wide visibility across all teams. It includes:

• Org velocity — total achievements across all teams
• Team comparison — side-by-side achievement counts per team
• Category distribution — org-wide breakdown of where work is happening

Click any team member in the analytics view to open a detailed side panel with their achievements, category badges, source indicators, and status labels. From the drill-down you can:

• Generate 1:1 prep — AI creates structured talking points (wins, in-progress, discussion topics, suggested questions)
• Request details — ask the team member for more context on a specific achievement (sends a notification and email)
• Custom date range — filter the member's achievements to any period

1. 1Connect your workspace from Settings → Integrations → "Connect Slack."
2. 2Invite the Merno bot to relevant channels: /invite @Merno.
3. 3Post wins naturally. Merno detects achievements using 22 keywords (shipped, launched, closed, won, etc.) and 15 positive reactions.
4. 4Detected messages appear in the "Suggested" tab on your dashboard for approval.

1. 1Connect your HubSpot portal from Settings.
2. 2Merno polls every 6 hours for closed-won deals and closed tickets.
3. 3Each match is enriched with company, contacts, notes, emails, calls, and meetings.
4. 4Review and approve from the Suggested tab.

1. 1Connect your Salesforce org from Settings.
2. 2Merno polls every 6 hours for closed-won Opportunities and closed Cases.
3. 3Matches are enriched with Account name, contacts, amounts, and comments.
4. 4Review and approve from the Suggested tab.

1. 1Install the extension from the Chrome Web Store (link in Settings).
2. 2Sign in to merno.ai in the same browser. The extension uses your session automatically.
3. 3Alternatively, generate an API token in Settings and paste it in the extension’s options.

• Text selection — select 10+ characters on any page and click the floating “Save to Merno” button
• Right-click — select text, right-click, choose “Save to Merno”
• Popup — click the extension icon and type directly into the quick capture form

• Owner — created the org, manages billing, full control. One per org.
• Admin — can manage org settings, create/delete teams, invite members, assign roles. Cannot manage billing.
• Member — default role. Logs achievements, participates in teams.

• Manager — sees team analytics, generates 1:1 prep, can add/remove team members.
• Member — IC on the team. Their achievements are included in team metrics.

A person can hold different roles across teams (e.g., Manager of Team A, Member of Team B). Org Owners and Admins have implicit access to all teams.

1. 1Go to the Team page and click "Invite Members."
2. 2Enter up to 10 email addresses.
3. 3Review the billing impact (each seat is $20/month).
4. 4Invitees receive an email with a 7-day link. When they join, they’re added to the org and granted Pro automatically.

From the Analytics page, click any team member to open the drill-down panel. Generate AI-powered 1:1 talking points that include: wins to celebrate, in-progress check-ins, discussion topics, and suggested open-ended questions. You can set a custom date range to focus the prep on a specific period.

A weekly synthesis of your achievements. It opens with a one-sentence theme for the week, followed by a connecting narrative, grouped achievements by category, and in-progress status updates. If you didn't log anything, you'll get a brief encouragement instead.

A lightweight nudge to log any wins before the week ends. The messaging adapts to your activity: encouragement if you've been active, a gentle reminder if it's been quiet.

Edit your display name, job title, company, and timezone. These are used to personalize AI narratives and schedule emails at the right time.

Toggle the Monday digest and Friday reminder on or off. You can also send yourself a test digest to preview the format.

Merno is free for individual use. The Pro plan ($20/seat/month) unlocks integrations, team management, and team analytics. Billing is at the organization level — the org Owner manages the subscription, and seats auto-scale as members join or leave.

Use the “Manage subscription” link to access Stripe's Customer Portal for invoices, payment method changes, and cancellation.

Generate tokens for the browser extension or future API access. Tokens are shown once on creation — copy immediately. You can revoke tokens at any time.

Don't wait for big wins. Logging 2-3 quick entries per week builds a rich foundation for quarterly narratives. Even “helped debug an issue for a teammate” counts.

Names, dollar amounts, client names, percentages, and tools make achievements credible. “Closed deal” becomes much stronger as “Closed $45K deal with Acme Corp after 3-month negotiation.”

Track multi-week efforts as In Progress. When they complete, mark them done with the full outcome. This gives the AI better context for narratives.

The weekly email surfaces patterns you might miss day-to-day. If the theme doesn't feel right, it's a signal to log more context with your achievements.

Don't wait until review season. Generating a quarterly narrative while the work is fresh catches nuances that you'd forget six months later. Keep them saved — they stack up into a career history.

Create review cycles at the start of each quarter with the generation date set to the end. Merno auto-generates documents on that date — so by the time review season hits, everything is already written. For team cycles, every member gets their own AI-generated narrative without any manual effort.

The AI-powered insights surface trends, dollar figures, and recurring themes across your team. Use them to prepare for 1:1s, celebrate wins in team meetings, and spot gaps in team coverage. Click any team member to drill into their recent achievements.

When reviewing a team member's achievement, use the “Request Details” button to ask for more context. They'll receive a notification and email with a direct link to edit that specific achievement.