You mention it
Type @Maya or link a task in a note, a document or a spreadsheet cell. The mention is a link.
01 / Memory
An email comes from a person. A task comes from the email. A meeting is about the task. Tidy keeps every one of those links, and they are how you find things later.
Search, the Tidy assistant and your virtual employees all follow the same links, within the access you give them.
Where the links come from
Nobody files anything. Links come from the ordinary things you already do.
Type @Maya or link a task in a note, a document or a spreadsheet cell. The mention is a link.
A task from an email, notes from a meeting. The new thing keeps the old one attached.
A task in a project, an employee on a task, a person at an organization.
It reads your mail for people, dates and relationships, and asks before it adds them.
Start with a person
Open Maya's network to see who and what connects to her. Follow a link to the note or message behind it.
Tidy's Network view. Fictional people and notes, linked for this demo.
Find the thing you meant
Search matches the words, what they mean, and what they link to.
A name or a reference number, wherever it appears.
The discussion, even if you can't recall how anyone phrased it.
The meeting and the person turn up too, not only the email with the word in it.
One click away
Every record has a Linked references panel: the emails, tasks, notes and people that point to it, with a live count. Whoever opens it next, you, a teammate or Penny, starts from the same place.
Linked references (5)
Signage before the 12th? · email
Harbor Street opening · project
Thursday walk-through · meeting
Walk-through notes · note
Penny · virtual employee
Less catching up
Ask Penny for a client brief. She follows the links to the notes and messages first, then shows you the sources behind what she wrote.
Meet your first virtual employee ↗Find the latest conversation.
Check the people and work it mentions.
Open the sources behind the answer.
You still review what she drafts.Useful over time
Recent and often-used things rank higher. Older material stays findable without crowding the results.
Turn usage learning off and search stops using it to rank. Your content stays searchable.
Memory, search and employees see only what their permissions allow.
Offline, Tidy searches the text stored on your device. AI search needs a connection.