Build its memory the right way

The difference between generic AI and a teammate is what it knows about your business. Memory is that difference, and you build it in an afternoon of small connections, in the right order.

Connect where the work lives, in order

• Inbox and calendar first. They carry most of your context: who you talk to, about what, and when.
• Documents second. Your drive is where the answers to "what do we charge" and "how do we do this" actually live.
• CRM and project tools third. Now it knows the pipeline and the work in flight, not just the conversations.

Hand it what you would hand a new hire

Upload the price sheet, the service list, the FAQ you answer every week. These become knowledge documents it cites directly, the way a person would say "that is on page two of the rate card."

Grounded answers, with sources

Its answers come from your data, and it shows the sources behind them. When the answer is not in your data, it says so instead of guessing. That is the safety net that makes the memory trustworthy.

It compounds

Every meeting, thread, and document it touches makes the memory richer, one memory across every client and every channel. The longer it runs, the more it knows, and the harder it is to imagine working without it. Setup steps in memory & knowledge.