Timeline Memos
Leave short memos about any contact directly on their timeline. Klipy uses these when filtering emails and suggesting next actions - giving it the context only you have.
What's new
- Quick memos - Add a short note to any contact's timeline in seconds.
- AI-aware - Klipy references your memos when processing emails and generating action suggestions, so its recommendations reflect your personal knowledge about the relationship.
- Timeline integration - Memos appear chronologically alongside emails, meetings, and other interactions.
Use cases
- "Decision maker is the CTO, not the VP - always CC him"
- "Budget approved Q3 - follow up after July 1"
- "Prefers WhatsApp over email for quick updates"
- "Met at SaaStr conference - mentioned they're evaluating competitors"
Why this matters
AI is only as good as the context it has. Memos give Klipy the human judgment and relationship nuance that can't be extracted from emails alone.