use cases

Sales Pipeline that you can search and chat

jottie keeps sales pipeline lightweight and structured so you can retrieve decisions, summaries, and next steps on demand.

try a quick search

why this works

  • capture in seconds
  • automatic tags, entities, and dates
  • semantic search for recall
  • chat for summaries and answers

example questions

summarize pipeline notes
list top risks and blockers
draft a weekly pipeline update

how it works

jottie captures notes instantly, enriches them in the background, and lets you search or chat with that context whenever you need sales pipeline.

  • notes are embedded for semantic search
  • tags, entities, and dates are inferred automatically
  • chat pulls the most relevant notes and shows references

why it helps

you get a lightweight capture flow with retrieval that feels like your brain, so you can move from memory to answer without hunting.

faq

do i need to organize upfront?

no. jottie auto-tags notes so you can capture first and organize later.

can i search and chat the same notes?

yes. search and chat both use the same note store and metadata.

is this good for long-running projects?

yes. metadata and related notes help keep project context connected over time.

ready to try jottie?

start with a single note, then use search or chat to pull the context back instantly.