Finding stuff with Charli is easy. Just use #tags, keywords, or notes to search for your content and Charli will help quickly find what you need, when you need it.
Finding content in the app
- Click 'What would you like me to find?'
- Add #tags or notes associated with the content you need, for example, #tax or #contract or insurance claim, etc.
- Let Charli do the rest - Click on the Charli Content Canvas button and easily view all your content related to the #tag or notes.
Tip: Use more than one #tag to refine your search.
- For example #invoice #vendorname to find specific invoices
- or #marketing #socialmedia to find a specific type of marketing content
Finding stuff directly from your inbox
- Open a new email in Gmail or your preferred email client (make sure this is the same email you use to login to Charli)
- Add Charli's email firstname.lastname@example.org as the receiver
- Use natural language to ask Charli to find your documents. For example "show me all my #tax documents" or simply "show me my tax docs"