Technology that remembers how you work
May 16, 2025
Most task-handling tools—even sophisticated ones—need constant direction. They forget your communication style between requests, require repeated instructions about team assignments, and default to generic formatting regardless of your established preferences.
This creates exhausting overhead. You spend time re-explaining the same workflow details instead of focusing on the actual work.
Why most assistance tools forget everything
Current task automation and assistance tools treat every request as isolated. Ask for an email draft and receive generic business language. Create tasks without any awareness of your team structure. Generate meeting notes using default formatting regardless of your established preferences.
Even advanced assistance tools require you to repeat context with each interaction. They might help with individual tasks effectively, but they don't retain understanding of how you actually work.
This is exactly why we built Guidelines for Quin. We realized that without persistent memory of your workflow patterns, even the most capable assistance becomes repetitive and frustrating to use.
Quin solves this through Guidelines—persistent workflow memory that learns your patterns and applies them automatically.
Instead of starting fresh every time, Quin remembers how you like things done and applies those preferences consistently across all future tasks.
How Guidelines transform your experience
Set team assignment rules once, benefit everywhere
Tell Quin that budget-related tasks always go to Emma, design requests get assigned to Marcus, and client communication stays with you. Future task creation follows these patterns without needing reminders.
Establish communication standards that stick
Whether you prefer bullet points or paragraphs, specific subject line formats, or particular email signatures for different audiences—Quin remembers and applies these preferences consistently.
Define workflow-specific formatting
Meeting notes for board meetings need different structure than client call summaries. Project updates require different information than sales follow-ups. Guidelines ensure each gets handled appropriately without manual instruction.
Real examples of Guidelines in action
Email communication preferences:
"For client emails, use a warm but conversational tone. Always include next steps at the end. For internal team updates, be more direct and use bullet points for action items."
Once established, every email Quin drafts automatically matches the appropriate style based on the recipient and context.
Task assignment logic:
"Marketing tasks go to Sarah, technical items to David, client deliverables stay with me. If a task involves both marketing and technical work, assign it to me to coordinate between them."
Future meeting notes automatically create tasks with proper assignments based on the type of work involved.
Meeting note structure:
"Client meeting notes should start with key decisions, then discussion points, then action items. Internal team meetings should prioritize action items and deadlines at the top."
Every meeting summary gets formatted according to these specifications without manual instruction.
CRM update preferences:
"When updating contact records, always note the source of information and date of change. Flag any title changes as 'high priority' for follow-up."
Contact updates automatically include this metadata and flagging system.
Why persistent workflow memory matters
Consistency without constant oversight
Whether you're having a busy day or traveling, the quality and style of your communications remains consistent and on-brand.
Your team experiences predictable support
Everyone knows tasks will get assigned appropriately and communications will match your standards, even when you're not directly managing every detail.
Client interactions benefit from personalized attention
Different clients get different communication styles, meeting formats, and follow-up approaches based on what works best for each relationship.
Efficiency compounds over time
Instead of spending mental energy on repetitive formatting and assignment decisions, you focus on higher-value work while Quin handles the details according to your established preferences.
Building your Guidelines system
Start with the most repetitive parts of your workflow. If you find yourself giving the same instructions repeatedly, those are perfect candidates for Guidelines.
Common areas include:
- Email tone and formatting for different audiences
- Task assignment rules based on expertise areas
- Meeting note structures for different types of meetings
- CRM update standards and flagging systems
- Follow-up timing and communication preferences
Guidelines can be as specific or general as needed. You might have broad rules like "keep emails concise" or detailed specifications about subject line formats and signature blocks.
Quin learns from your corrections too. If you consistently modify how tasks get handled, those patterns can become new Guidelines automatically.
Work with technology that adapts to you. Try Quin free for 14 days.
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