Build its memory the right way
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 go into its knowledge and it answers from them, the way a person would say "that is on page two of the rate card."
Ask about any client and the answer is already in the file: what was said, what was promised, when.
Context for configured workflows
It keeps one file per client. The meeting, the thread, the promise you made in March: it was there when it happened, so it is there when you ask. Ask in the dashboard and it pulls the answer straight from that client's file.
It compounds
Every meeting it sits in, every thread it reads, every document you upload goes into the file. Setup steps in memory & knowledge.
The difference between generic AI and a teammate is what it knows about your business.
Connect in the right order
- Inbox and calendar first. Most of your context lives there.
- Documents second. Where "what do we charge" actually lives.
- CRM and project tools third. The pipeline and the work in flight.
Hand it what you would hand a new hire
Price sheet, service list, the FAQ you answer weekly. It answers from them.
The answer is already in the file.
Context for configured workflows
It keeps one file per client: it was there when it happened, so it is there when you ask.
It compounds
Every meeting, thread, and doc makes the memory richer. Setup: memory & knowledge.
"It gives me back about 8 hours a week. The follow-ups go out without me, and I only step in when something needs a person."
President, DDReps
Read enough. Try it.
Connect Gmail or Outlook and the free email drafter starts in your voice. No card.
