Step-by-step scenarios

Common Memo tasks step by step: set up, start the day, prepare for a meeting, trace a person or a decision across tools.

Each scenario is a common task in order: the commands to run, why each one runs and what to look at in the answer. The same scenarios are in the terminal: memo guide lists them and memo guide <name> prints one.

What did we decide about X, across every source

Find the decision on one topic and the evidence for it in notes, mail, messages, meetings and documents, then record it once.

```
memo facts list kind:decision project:HRB
```
decisions already recorded for the project, each with the evidence it cites
```
memo search all venue
```
messages, mail and notes that mention the topic, ranked together
```
memo search meetings venue
```
what was said about it in meetings, with the passage to cite
```
drive search venue
```
Drive documents about it; drive commands start with your profile, as in drive personal search venue
```
memo ask "what did we decide about the venue?" --all
```
the cited evidence in one bundle, for you or your agent to read

memo facts add "The team day is at the harbour venue" --kind decision --evidence msg:telegram/1/77/42 --project HRB

keep the decision with its source, so the next search finds it first

What to look at:

the newest decision and who made it
later messages or meetings that reverse it
whether the recorded decision cites the source you found

In the terminal: memo guide decision-trail

One person across every tool

Know everything about one person before a call — messages in tg and MAX, mail, notes, meetings and Drive documents — with a source for each line.

```
memo context telegram:Kai
```
their messages, mail, notes and open tasks in one answer, each with a link to its source; email:[email protected] finds them by address
```
memo facts list subject:"person:42"
```
decisions, promises and questions already recorded about them; the person reference comes from context's answer
```
memo memories list subject:"person:42"
```
preferences and summaries kept about them
```
memo search meetings Kai
```
meetings that mention them, with the passage to cite
```
tg contacts context Kai
```
shared Telegram chats, the last messages each way and where others mentioned them; tg, max and drive commands start with your profile, as in tg personal contacts context Kai
```
max contacts context Kai
```
the same for MAX
```
zm meetings context person:42
```
what stored Zoom meetings say about them, through the identities linked to that person
```
drive search Kai
```
Drive documents that name them
```
memo ask "what is open with Kai?" --all
```
one cited evidence bundle across every account and the notes, ready to hand to your agent

What to look at:

open tasks and promises, both ways
the last contact in each channel, and who wrote last
decisions recorded about them, and anything newer that contradicts one
documents worth rereading before the call

memo joins what the store already holds; the other tools add what only they read. Every step reads — nothing is sent and nothing changes.

In the terminal: memo guide person-brief

Prepare for a meeting

Walk into a recurring meeting knowing what was said last time, what is still open and what the project's documents say.

```
memo meetings prepare 85012345678 --source zoom --project HRB
```
earlier occurrences, their cues and the related messages and mail, each with a source
```
memo meetings actions list status:proposed --source zoom
```
follow-ups staged from earlier meetings that nobody reviewed
```
memo projects context HRB
```
the project's key documents first, then its notes, findings and open tasks
```
memo ask "what is still open for the Harbour kickoff?" --all
```
one cited bundle across every account and the notes, for your agent to draft an agenda from

What to look at:

promises from the last occurrence and whether they were kept
open tasks with no owner
the time of the next meeting, which preparation does not verify

In the terminal: memo guide prepare-meeting

Set up memo

Get notes and mail into the local store, keep it fresh, and let your agent read it.

```
memo folders add ~/notes
```
gives your notes folder an id; memo never changes the files
```
memo sync --only notes
```
imports the notes now; mail accounts come from the mail.accounts setting
```
memo auto start
```
syncs notes and mail every 5 minutes from now on
```
memo doctor
```
where memo keeps its files and what needs attention; it connects to nothing
```
memo skill install --for all
```
teaches Claude Code, Codex and Gemini CLI how to use memo

What to look at:

what doctor says needs attention
whether search by meaning is on, or words only

In the terminal: memo guide set-up

Start the day

See what needs you today and what agents did overnight, without reading every chat or mailbox.

```
memo auto status
```
whether the timer synced notes and mail lately; a failed run is named here
```
memo tasks agenda
```
tasks overdue or due, chats where you owe an answer and chats where you wait for one
```
memo actions list status:proposed
```
replies and invitations agents proposed, waiting for your yes or no
```
memo facts list status:proposed
```
facts agents recorded that you have not confirmed
```
memo agents log --limit 20
```
every tool call an agent made, never with its arguments

What to look at:

the oldest unanswered chat
tasks due today
proposals to confirm or reject before an agent builds on them

In the terminal: memo guide start-the-day

What did we decide about X, across every sourceCopy Anchor Link

One person across every toolCopy Anchor Link

Prepare for a meetingCopy Anchor Link

Set up memoCopy Anchor Link

Start the dayCopy Anchor Link

What did we decide about X, across every source

One person across every tool

Prepare for a meeting

Set up memo

Start the day