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Seven steps, and Remy walks you through each one.

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.

Building against the API instead? Read the developer docs