Pick what you do. These are the same seven steps Remy shows inside the product, each with what you see once it is done, so your first session is already familiar.
Step 01
Add your documents or connect Gmail → People and dates appear on Explore
Step · files
The three doors on an empty project: connect Gmail, connect LinkedIn, or add documents and a link.
Step 02
Connect Gmail or LinkedIn → Remy reads your threads
Step · connection
Gmail connected; Remy reading your threads into people and dates.
Step 03
Let Remy answer your first question → Names, each a link
Step · first answer
Remy attentive, and the first answer with each name a link.
Step 04
Make your Client pulse page → A page with cited lines
Step · weekly page
The weekly page, every line cited back to where it came from.
Step 05
Invite one person → They see the same pages
Step · member
A second person invited, seeing the same page you do.
Step 06
Get Monday's page → It arrives in your inbox
Step · digest
Monday's page in your inbox, three items and one question.
Step 07
Come back the week after → Your streak reads 2
Step · return visit
Remy the week after, streak counting.
Video
A short walk through these seven steps, recorded on a real account.