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
- Click 'find stuff'
- Add #tags or keywords associated with the documents you need, for example, #tax or #contracts or insurance claim, etc.
- 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
- 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"
Watch full video tutorials here: