# Step-by-step scenarios (/en/docs/memo/scenarios)

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 [#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.

1. ```sh
   memo facts list kind:decision project:HRB
   ```

   decisions already recorded for the project, each with the evidence it cites

2. ```sh
   memo search all venue
   ```

   messages, mail and notes that mention the topic, ranked together

3. ```sh
   memo search meetings venue
   ```

   what was said about it in meetings, with the passage to cite

4. ```sh
   drive search venue
   ```

   Drive documents about it; drive commands start with your profile, as in drive personal search venue

5. ```sh
   memo ask "what did we decide about the venue?" --all
   ```

   the cited evidence in one bundle, for you or your agent to read

6. ```sh
   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 [#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.

1. ```sh
   memo context telegram:Kai
   ```

   their messages, mail, notes and open tasks in one answer, each with a link to its source; email:[kai@example.com](mailto:kai@example.com) finds them by address

2. ```sh
   memo facts list subject:"person:42"
   ```

   decisions, promises and questions already recorded about them; the person reference comes from context's answer

3. ```sh
   memo memories list subject:"person:42"
   ```

   preferences and summaries kept about them

4. ```sh
   memo search meetings Kai
   ```

   meetings that mention them, with the passage to cite

5. ```sh
   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

6. ```sh
   max contacts context Kai
   ```

   the same for MAX

7. ```sh
   zm meetings context person:42
   ```

   what stored Zoom meetings say about them, through the identities linked to that person

8. ```sh
   drive search Kai
   ```

   Drive documents that name them

9. ```sh
   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 [#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.

1. ```sh
   memo meetings prepare 85012345678 --source zoom --project HRB
   ```

   earlier occurrences, their cues and the related messages and mail, each with a source

2. ```sh
   memo meetings actions list status:proposed --source zoom
   ```

   follow-ups staged from earlier meetings that nobody reviewed

3. ```sh
   memo projects context HRB
   ```

   the project's key documents first, then its notes, findings and open tasks

4. ```sh
   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 [#set-up-memo]

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

1. ```sh
   memo folders add ~/notes
   ```

   gives your notes folder an id; memo never changes the files

2. ```sh
   memo sync --only notes
   ```

   imports the notes now; mail accounts come from the mail.accounts setting

3. ```sh
   memo auto start
   ```

   syncs notes and mail every 5 minutes from now on

4. ```sh
   memo doctor
   ```

   where memo keeps its files and what needs attention; it connects to nothing

5. ```sh
   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 [#start-the-day]

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

1. ```sh
   memo auto status
   ```

   whether the timer synced notes and mail lately; a failed run is named here

2. ```sh
   memo tasks agenda
   ```

   tasks overdue or due, chats where you owe an answer and chats where you wait for one

3. ```sh
   memo actions list status:proposed
   ```

   replies and invitations agents proposed, waiting for your yes or no

4. ```sh
   memo facts list status:proposed
   ```

   facts agents recorded that you have not confirmed

5. ```sh
   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`
