Tips and tricks

Get more done with less effort by using these Quin techniques:

Quick capture after meetings:

• Use voice memos when walking between meetings
• Keep notes brief but include specific names, dates, and action items
• Mention the company name first to help Quin identify the right records

Saving time with follow-ups:

• Include specific due dates for tasks you need created
• Mention who needs to receive email drafts
• Use phrases like "follow up with" or "send an email to" for clear instructions

Streamlining your workflow:

• Set up text messaging for on-the-go updates
• Forward important emails directly to Quin with simple instructions
• Use the quick action buttons in the app for common tasks

Working with your team:

• Mention team member names when assigning tasks
• Share meeting summaries generated by Quin to keep everyone aligned
• Establish consistent formatting preferences for your team

Making the most of integrations:

• Connect all your primary tools for seamless information flow
• Use calendar integration to get meeting prep automatically
• Check your Quin dashboard before meetings for context

These tips will help you maintain your momentum throughout the day while ensuring nothing falls through the cracks.