Klipy

Learn how your AI Rolodex automatically discovers contacts and logs interactions from email, meetings, and DMs to build a living relationship memory.

R1.1: The AI Rolodex: Your Automatic Relationship Memory

Discover the intelligent rules Klipy uses to automatically create contacts from your new emails and meetings, keeping your Rolodex relevant and clutter-free.

R1.2: Understanding Automatic Contact Creation

A step-by-step guide to performing a one-time import of key contacts and conversation summaries from your past two years of emails.

R1.3: How to Import Contacts from Your Email History

Learn how to selectively create and merge contacts from your LinkedIn messages and connections, keeping you in full control of your Rolodex.

R1.4: How Klipy Creates Contacts from LinkedIn

A guide to how Klipy automatically filters, logs, and summarizes every important email, transforming ongoing threads into a clear, actionable timeline.

R1.5: How Klipy Logs and Summarizes Email Interactions

Learn how Klipy's AI can automatically join, transcribe, and summarize your video meetings, creating a perfect record for your Rolodex.

R1.6: How Klipy Logs and Summarizes Virtual Meetings

Learn how to selectively monitor and summarize important business conversations from platforms like LinkedIn, turning prospects into tracked opportunities.

R1.7: How Klipy Logs Direct Message Interactions

Learn how to use Klipy's global search bar to instantly find any contact, company, or deal with a simple keyboard shortcut.

R1.9: How to Search Your Rolodex

Explore the contact timeline, your single source of truth for every email, meeting, and message exchanged with your relationships.

R1.10: How to View a Contact's Full Interaction History

A simple guide to combining duplicate records and keeping your AI Rolodex clean and accurate.

R1.11: How to Merge Duplicate Contacts

Learn how to take direct control of your Rolodex by adding, updating, and deleting contacts with a few simple clicks.

R1.12: How to Manually Add, Edit, or Remove a Contact

Go beyond individual contacts and get a 360-degree view of your relationship with entire organizations using Klipy's automated Company View

R1.13 Understanding and Managing Company Profiles

Jung Hong Kim

Core Module 1: Your network is your net worth.

The AI Rolodex (Your Automatic Memory)

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