How it works

The whole thing, in order.

01 · Connect

Connect.

Sign in with Google. Everything you were ever sent becomes searchable.

Connectedsearchable
61,204 messages, back to June 2005.

02 · Choose your AI

Choose your AI.

ChatGPT, Claude, Grok, or the AI you already use. Or just use the app.

Your AIconnected
Claude, connected 2 Oct.
ChatGPT · Grok · any AI

03 · Ask

Ask it anything.

From the app or from your AI. Every answer shows where it came from.

Askfrom Claude
every investor I know
206 people, with their firms. All of them, not a sample.

04 · Keep

Keep what matters.

Type it or say it. Kept word for word, on the shelf you name.

Estate
keep this on Estate: mom’s ring goes to Claire
Kept, word for word, on Estate.

05 · Drop a document

Drop a document.

It reads that one and shows you what is in it.

Droppedrenewal.pdf
“…the term life premium goes to $510 at renewal on 1 November…”
→Term life policy, premium $510 from 1 November. Kept on Insurance.

06 · Potential facts

It shows what else it saw.

Nothing is filed until you say so.

Potential factsrenewal.pdf
Beneficiary: Claire  Insurance
Waiver of premium rider  Insurance
keep the beneficiary
Kept on Insurance. The rider stays unfiled.

07 · Give people seats

Give people seats.

A seat is a person you choose. Anna is your wife: she sees the shelves you pick, and you see everything she reads.

Anna. Your wifeMoney · Insurance · Home and cars
Asked: “where is the home insurance policy?”, shown the answer.
14 Sep, opened “Homeowners policy, Fernhill Mutual”.

08 · Give an agent a seat

Give an agent a seat.

It sees only the shelves you share, and every read is logged.

An agent’s seatInsurance only
what’s the face amount on the term life policy?
$500,000. The term life policy, premium $510 from 1 November.
on your log, the agent read 1 fact.

09 · Agents write back

Agents write back.

What an agent did comes back as a proposal. Nothing lands without your yes.

From your agentthis week
Gym membership closed  cancellation notice, 11 Sep
New pharmacy · Ridgeway on Delmar  confirmation, 14 Sep
keep both
Kept.