The contact directory
Your clients, suppliers and partners in one place, with their details, notes and the projects they're involved in.
Updated November 4, 2026
On this page
Open the directory
- In your own space: Preferences, then Contacts.
- In a team space: Settings, then Contacts. The whole team shares one directory.
Add a contact
Step 1 of 3
- Click New contact.
- Fill in their name, Company, Job title, Email and Phone, then their type.
- Add Notes and Link to a project to tie them to their work.
Use it
- Search a name, a company or an email; filter by project or type.
- Email opens your mail app; Call starts the call from your device.
- The assistant uses it to answer (“Who is our contact at Rivard?”) and to recognise a request's project.
It's a directory to follow up with your clients, not a CRM: no sales pipeline or deal stages.
Related articles
- Documents and notesWrite Notion-like pages (notes, procedures, meeting notes) and, in a team, keep files and received attachments in order.
- ProjectsGroup tasks and events by project, with its dates, its status, and what the assistant should know to file them well.
- Ask the assistant a questionFind an email, create a task, plan your week: ask the assistant in one sentence, it looks and acts for you.
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