Tagups

Tagups

One tagup is one conversation with one person

What a tagup is

A tagup is the record of a conversation: a meeting, a call, a message. Log it once and it stays in the timeline of that person for good.

The timeline sits at the bottom of every person profile, with the most recent conversation first.

Log a conversation

Open the person, go to the Tagups section, and press the + button.

The new tagup form with the type buttons, the date and time, the title, and the notes editorThe new tagup form with the type buttons, the date and time, the title, and the notes editor

Type

Three small buttons sit beside the heading. Pick the one that fits.

Meet — in person or on video
Call — a phone call
Text — a message or an email

Date and time

When it happened. The form starts with now, and the date and the time are two separate fields, so you can change one without the other.

Title or subject

A short line that tells you what this was, such as "Q3 planning" or "Contract renewal".

Recap & Notes

What you discussed. The editor handles bold text, italic text, lists, and headings. You can switch it to plain Markdown with the button in the toolbar, and dictate with the microphone beside it.

Record Conversation

Record the conversation and get a transcript. See Recording & Transcripts.

Let the AI write it

Two buttons in the header of the notes editor save you the typing.

Smart Agenda — on an empty tagup, it drafts the topics to raise, from your history with this person. Use it before the meeting.
Smart Notes — once you have a transcript or some notes, it writes the summary. Use it after the meeting.

Both write into the notes field, so you can change every word before you save.

The timeline

The tagup timeline on a person profile, with conversations listed newest firstThe tagup timeline on a person profile, with conversations listed newest first
Open one — press the row to read the full notes
Edit or delete — the three dots at the end of the row
Share — also in the three-dot menu. See Sharing a Transcript.
Change the order — the sort button switches between newest first and oldest first
Older conversations — the page numbers at the bottom of the section

The Show events for range in the header limits what the timeline shows. Set it to All Time if a conversation you expect is missing.

What to write down

  • • What you discussed, and what you decided
  • • News they shared about themselves
  • • What you agreed to do, and by when
  • • What they agreed to do
  • • Anything you want to raise next time

Write it the same day. Three lines written now beat a full page written next week.