#Tag Tips

How to use #tags to train Charli on your documents and personal preferences 

📄  Invoice Document Tracking

Ever reach the end of the quarter and your finance team is scrambling to find invoices, service agreements, and proposals?

Send them to Charli right away, add hashtags, and forget about them.

Use hashtags like #invoice #vendor #supplier or #client to identify your vendor invoices. Providing Charli some generic and some specific tags works best. 

⚖️  Organize your legal "Stuff"

Working with a lot of contractors, agencies, and other third parties?

You probably have a ton of legal agreements from service agreements to statements of work etc. Keep them organized, it’s good for you. 

Use tags like #SOW #agreement #clientname or #vendorname like you would with invoices.

🧍 🧍🏾♀️ Keep track of new hires and candidates

Organize incoming candidate resumes right in your inbox. Easily organize other incoming documents like new hire agreements, NDAs etc. Spend less time uploading and searching, let Charli do the hard work for you. 

Use hashtags like #HR #newunicornrole #candidatename #newhireonboardingdocs etc. to get your hiring and onboarding pipeline working like a well-oiled machine. 

🔗 Share content faster

Get Charli to organize important internal documents related to marketing, metrics, clients etc. Let Charli organize your content so you can easily share it later with your team.

Use hashtags like #marketing for documents like brand guidelines, presentations and more

Use hashtags like #finance for budgets and financial models

Use hashtags like #monthly for any manner of monthly report outs

And more #productmanagement #investor #corporate