A notepad, bookmarks, to-do list, customer details and personal operations app, designed for agents.
For your personal life and for running several small businesses. Write it down from anywhere, it organises itself, and any AI you use can work from it.
Spoke to Sarah at Acme today. She's interested in the website redesign, budget around £5k. Send her a proposal on Friday and check back next Tuesday.
One note. Four things organised. No manual data entry.
Five things you already keep track of, in one notepad.
You don't pick which one you're using. You just write, and it works out the rest.
Notepad
Write anything, as fast as the notes app on your phone. No fields, no forms.
Bookmarks
Links from your browser, X or WhatsApp, saved and findable later.
To-do list
Mention what needs doing and it becomes a task, with its date.
Customer details
People, companies, deals and follow-ups, pulled out of what you wrote.
Personal operations
Your work and life admin, in one place your AI can act on.
Get to it from anywhere.
Quick to reach, without being bloated.
Mobile app
A full companion app that opens straight to a blank note, like Google Keep or Notes.
Mac app
A companion desktop app.
WhatsApp
Send a message or a link and it goes to the system.
Email
Send an email to your address and it gets stored.
Share to
Native sharing, so you can send anything on your phone there.
Chrome extension
Save the actual content of a page with its URL, even behind a paywall. Only when you choose to, never automated scraping.
Attachments
Add files to notes. Share one from your phone and write a quick note with it.
MCP and API
Claude, a Grok bot or your own software can add notes too.
The admin happens by itself.
You never select a team or workspace before writing. @tag one to force it, or @tag a few.
Organisation
Puts things in the right team or workspace.
Acme proposal is nearly done@studioTagging
Tags every note, so you never have to.
New logo for Brightside#brightside #designClassification
Works out what each thing is.
Call Dave on ThursdayTaskExtraction
Pulls out the details and normalises them.
budget around £5k£5,000Time tracking
Mention the time and it is captured. Nothing to start or stop.
2 hours on the Acme logo2h, Acme
Tell it what to do. It's just another note.
An instruction becomes an action. It happens, then it gets out of your notes and shows up as an effect.
move that link from twitter about ABC into personal
Done. That link is in @personal
Multiplayer, without the group chat.
Everyone in a team or workspace writes in the same living notepad. It doesn't have to be a conversation.
Tom approved the green logoPPriya, filed in @brightside
chase Acme for the depositSSam, filed in @studio
book the van for ThursdayYYou, filed in @personal
One notepad becomes everything your team keeps track of.
Customer playbooks
Internal docs on how you do things for customers.
Customer FAQs
The answers your team keeps giving.
Customer issues
A running list of what is going wrong.
To-dos and actions
Everything someone said they would do.
Notes and ideas
The thoughts that would otherwise get lost.
Shared with your team
Multiplayer, without having to be a conversation.
It keeps track of the things that slip.
Scheduled jobs check for the key things, so you don't have to remember to look.
Who's gone quiet
The people you should probably get back to.
Promises you made
What you said you would do, and for whom.
Unpaid invoices
What is still outstanding.
Meeting prep
What was last said, before you walk in.
Your Google Drive, already in order.
Connect a team or workspace's Google Drive and a dedicated onboarding creates a sensible directory structure for it.
Studio/
Customers/
Acme/
Proposals/
Contracts/
Playbooks/
Invoices/A notepad with a very good memory.
Know who needs your attention, without digging through records.
Remembers for you
If it already knows the customer, conversation or deal, it won't ask again.
Shows its working
Everything it remembers keeps its source and date, so answers can point back to the note.
Keeps things separate
Personal, team and workspace memory stay apart. Moving something from personal to a team is your call.
Can be undone
Memory is built from your notes, so it can be corrected, reverted and rebuilt.
Designed for agents.
It is the database for your agent, not another agent to manage. AI, MCP and API first, so it can be the operations hub for your AI-powered system.
In development.
- what do we know about Acme?CClaude: Sarah wants the website redesign. Now £5,500.
- who is waiting on us?GGrok bot: Amy needs the invoice resent.
- draft a reply to TomAYour agent: Drafted in your own voice, ready for you.
MCP server
Connect Claude, a Grok bot or anything that speaks MCP, with one line.
API
Everything the app does, your own software can do too.
Shared context
Any AI you use can draw on your team and customer knowledge.
Drafts in your own voice
Proposals, replies and nudges, learned from your sent mail. You pick it up from there.
Same notepad as your team
AI tools write in the same place as everyone else, by name.
One log of everything
Every note and change, by every person and every AI tool.
Not another CRM to look after.
| Traditional CRMs | Notepad CRM |
|---|---|
| Fill in fields | Write a note |
| Create a task | Mention what needs doing |
| Update deal stages | Describe what happened |
| Remember follow-ups | Let the CRM remember |
| Learn a sales process | Work the way you already do |
| Maintain a database | Keep a conversation going |
| Configure workflows | Start working |
| AI personal CRMs | Notepad CRM |
|---|---|
| Reads your inbox and calendar | You write it down, from anywhere |
| Built for one person | Personal, teams and workspaces |
| Connected accounts | Mobile, Mac, WhatsApp, email and share-to |
| Agents email you | Everything lives in one notepad |
| Chat answers questions | Instructions are notes that make things happen |
| Focused on your network | Focused on running the work |
What we build by.
Capture first, organise later.
You shouldn't have to decide what something is before writing it down.
Natural input, structured output.
You use your own words. The system handles the structure.
Don't make people repeat themselves.
If it already knows, it shouldn't ask.
AI should remove steps, not add a chatbot.
The best AI features may be the ones you barely notice.
Complexity belongs behind the interface.
The database can be sophisticated. The experience shouldn't be.
Be the database for the agent.
No massive agent presence inside.