Find stuff faster with Charli

Finding stuff with Charli is easy. Just use #tags and keywords to search for your content and Charli will help quickly find what you need, when you need it. 

Finding stuff in the app

1. Click 'find stuff'
2. Add #tags or keywords associated with the documents you need, for example, #tax or #contracts or insurance claim, etc.
3. Let Charli do the rest - you'll get a list of documents back that Charli previously organized for you

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

1. Open a new email in Gmail or your preferred email client (make sure this is the same email you use to login to Charli) 
2. Add Charli's email charli@mail.charli.ai as the receiver 
3. 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"

Watch full video tutorials here:

• Find stuff via email
• Find stuff via Charli app