Modules

Deep dives into each module — what they do, how to configure them, and tips for power users.

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Triage, priority scoring, categorization, auto-handling, sender rules, and follow-up tracking.

Sync accounts, view events in week or month format, and benefit from cross-module awareness.

Connect bank accounts via Plaid, categorize transactions, detect recurring expenses, and set savings goals.

Manage native tasks or sync from Linear and Jira, with subtasks, priorities, due dates, and automation.

Auto-discovered contacts, interaction history, follow-up management, and relationship scoring.

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