# Email Briefings
Source: https://docs.trymartin.com/background-tasks/briefings
Martin can send you daily or weekly briefings via email.
## How it works
1. Go to the briefings card in your [Martin dashboard](https://app.trymartin.com).
2. Click the settings button in the top right.
3. Select a frequency and list of topics for your briefings.
4. Get ready to receive your daily or weekly briefings via email.
## iOS app
1. Tap the account icon in the [Martin app](https://www.trymartin.com/#section-1).
2. Under "Tools", select "Briefings".
3. Select a frequency and list of topics for your briefings.
## Example Briefing Topics
* My schedule for today
* Sports and Finance news
* Important emails from my team
* My to-do list
* Weather updates
# Cc to Schedule
Source: https://docs.trymartin.com/background-tasks/cc-to-schedule
Cc Martin on an email to schedule a meeting.
## How it works
1. Your co-worker asks for a meeting early next week.
2. You attach [martin@trymartin.com](mailto:martin@trymartin.com) and say "find a time for us."
3. Martin checks your calendar and sends a few times on the thread.
4. Co-worker responds to Martin's email "that works."
5. If someone can't make the proposed slot, Martin finds a new time.
6. Once everyone confirms, Martin adds a calendar event on your calendars with a meeting link. Violà!
This Background Task is only available for Pro Users.
# Email Triage
Source: https://docs.trymartin.com/background-tasks/email-triage
Martin can automatically label your emails and take follow up actions on your behalf.
## How it works
1. Go to Settings in the top left corner of the [Martin dashboard](https://app.trymartin.com).
2. Scroll down to "Email Triage".
3. Click "Add instruction".
4. Enter a label name and description. Martin treats each label as a category of emails for which he needs to take follow up actions and label (or for Outlook, put into a folder).
5. Under "Additional Steps", choose the tools that you'd like Martin to use to take follow up actions.
6. Under "Instructions for Additional Steps", enter instructions for Martin to follow when taking follow up actions for this label.
7. Click "Add instruction".
8. Get ready to see labeled emails in your inbox, and on your Martin dashboard under the Inbox Display app.
## Example Labels and Instructions
* **Label:** "Job Opportunities"
* **Topic Description:** "Emails from recruiters or companies that contain job opportunities for me."
* **Additional Steps:** *Text me*
* **Instructions for Additional Steps:** "Text me a summary of the role."
* **Label:** "New Customer"
* **Topic Description:** "Emails from new customers who want to sign up for my marketing agency."
* **Additional Steps:** *Add to-do*
* **Instructions for Additional Steps:** "Add 'reply to *the sender's name*' to my to-do list labeled 'Customer'."
This Background Task is only available for Pro Users.
# Proactive Drafts
Source: https://docs.trymartin.com/background-tasks/proactive-drafts
Martin can proactively draft emails for you and send them on your behalf.
## How it works
1. Go to the proactive drafts card in your [Martin dashboard](https://app.trymartin.com).
2. Click the settings button in the top right.
3. Make sure you have integrated at least one inbox with Martin.
4. Click "Add instruction".
5. Enter a topic name and description. Martin treats each topic as a category of emails for which he needs to prepare drafts for.
6. Enter instructions for Martin to follow when drafting emails for this topic, under "Draft Reply Instructions".
7. Click "Add instruction".
8. Get ready to see proactive drafts in your inbox, and on your Martin dashboard under the Proactive Drafts app.
## Example Categories and Instructions
* **Category:** "Job Opportunities"
* **Topic Description:** "Emails from recruiters or companies that contain job opportunities for me."
* **Draft Reply Instruction:** "If the job is an engineering role, reply with a short message saying I'm interested in the role."
* **Category:** "New Customer"
* **Topic Description:** "Emails from new customers who want to sign up for my marketing agency."
* **Draft Reply Instruction:** "Ask the sender what kind of services they're interested in and their monthly marketing budget. Finish with a short message saying I'd love to chat with them more on a call this week."
* **Category:** "Meeting Request"
* **Topic Description:** "Emails from new or existing customers who want to schedule a meeting with me."
* **Draft Reply Instruction:** "Tell the sender I'd love to chat with them more on a call this week. Ask them what time works best for them."
This Background Task is only available for Pro Users.
# Wake Up Calls
Source: https://docs.trymartin.com/background-tasks/wake-up-calls
Martin can call you at a specific time every morning to wake you up with the weather and your schedule.
## How it works
1. Go to Settings in the top left corner of the [Martin dashboard](https://app.trymartin.com).
2. Scroll down to "Wake Up Calls".
3. Turn on "Receive Wake Up Calls from Martin with your schedule and the weather".
4. Set the time you'd like Martin to call you.
5. Select which calendars you'd like Martin to read your schedule from.
6. Add any custom instructions for the call (e.g. "Give me some motivation to get out of bed").
7. Click "Save".
8. Get ready to receive a wake-up call from Martin at the specified time every morning!
This Background Task is only available for Pro Users.
# Notes
Source: https://docs.trymartin.com/capabilities/notes
Have Martin save notes for you, including meeting notes, ideas, and more.
## How it works
1. In your [Martin dashboard](https://app.trymartin.com), you can create, view, and manage your notes in the "Notes" app.
2. You can tell Martin to read, add, and edit your notes from any interface.
## iOS app
* In the [iOS app](https://trymartin.com/#section-1), tap the account icon and under "Tools", tap "Notes" to manage your notes.
## Example Commands
* [Forward an email to Martin](https://trymartin.com/interfaces/email) and say "Save the action items from this email to my notes."
* [Text an image to Martin](https://trymartin.com/interfaces/sms) and say "Add all the dates from this flyer to my notes under 'Travel Dates'."
* [Call Martin](https://trymartin.com/interfaces/phone) and say "Note down everything we talked about on this call and call it 'Brain Dump'."
* [Call Martin](https://trymartin.com/interfaces/phone) and say "Save all the ideas we discussed on this call as a note and add it to my 'Project X' note."
# Reminders
Source: https://docs.trymartin.com/capabilities/reminders
Tell Martin to remind you to do something, and he will ping you when the time comes.
## How it works
1. Go to the reminders card in your [Martin dashboard](https://app.trymartin.com).
2. Click the settings button in the top right.
3. Select which interfaces you want to use for reminders (App Notifications, SMS, Phone Call, Email, or Slack).
4. Tell Martin to remind you to do something, and he will ping you at the specified time, via the specified interface.
## iOS app
1. Tap the account icon in the [Martin app](https://trymartin.com/#section-1).
2. Under "Tools", select "Reminders".
3. Select which interfaces you want to use for reminders (App Notifications, SMS, Phone Call, Email, or Slack).
## Example Commands
* "Text me the weather every morning at 9am."
* "Remind me to water the plants on Monday and Wednesday."
* "Text me to pack my luggage at 10pm."
* "Call me every Sunday this semester to plan my meals for the week."
* "Give me a wake up call every morning at 8am with a joke."
* "Call me 10 minutes after my meeting with Todd to debrief."
* "Send me an email reminder on the first of every month to review finances."
* "Email me to leave the office at 5:30pm daily for the next 2 weeks."
* "Email me to take a break in 40 minutes."
* "Remind me on Slack to review the project plan at 2pm."
* "DM me on Slack to check our metrics at 10am every Monday."
* "Ping me on Slack periodically to finish the report by Friday."
# Search
Source: https://docs.trymartin.com/capabilities/search
Martin can fetch information from several search engines.
## Integrations
Martin syncs with multiple search engines to find you the most relevant information.
# Shortcuts
Source: https://docs.trymartin.com/capabilities/shortcuts
Create custom shortcuts that trigger multi-step actions.
## How it works
1. Go to the shortcuts card in your [dashboard](https://app.trymartin.com).
2. Click "Shortcut +".
3. Enter the name and instructions.
4. Click "Create Shortcut".
5. To run the shortcut, just click the play button next to each shortcut. This adds the shortcut command to the chat, where you can add additional instructions.
## Example Shortcuts
* Name: "Catch me up"
* Instructions: "Check my calendar, upcoming reminders, unfinished to-dos, and unread emails. Send me a summary via text."
* Name: "Add an idea"
* Instructions: "Add the following idea to my ideas list, ping #random in Slack, and text it to myself."
# To-dos
Source: https://docs.trymartin.com/capabilities/todos
Have Martin manage your to-do list.
## How it works
1. Optionally, you can import your to-dos from Todoist in the [Martin web app](https://app.trymartin.com) -> Settings -> To-dos.
2. In your [Martin dashboard](https://app.trymartin.com), you can create, view, and manage your to-dos in the "To-dos" card.
3. You can tell Martin to add, edit, and check off your to-dos on your behalf from any interface.
## iOS app
* In the [iOS app](https://trymartin.com/#section-1), tap the account icon and under "Tools", tap "To-dos" to manage your to-dos.
## Example Commands
* "Add each of my starred emails from today to my engineering to-do list."
* "Add the meetings from my calendar today to my to-do list."
* "Mark all my work-related todos as complete."
* "Add 'Finish email campaign' to my marketing to-do list."
* "Add 'Eric' and 'Andrew' to my customer list."
## Background Tasks
In your To-dos Settings in the [Martin web app](https://app.trymartin.com), you can configure Martin to text you a list of your to-dos every morning. This feature is currently only available to Pro users.
# Calendar
Source: https://docs.trymartin.com/integrations/calendar
Have Martin read, create, and update events in your calendar.
## How it works
1. Go to the calendar card in your [Martin dashboard](https://app.trymartin.com).
2. Click the settings button in the top right.
3. Click "Connect Google Calendar", "Connect Apple Calendar", or "Connect Outlook Calendar".
4. If signing in with Google or Outlook, you will be redirected to the respective service to sign in.
5. If signing in with Apple, you will have to generate and enter an [app-specific password](https://support.apple.com/en-us/HT211819).
6. Once connected, you can tell Martin to add an event to your calendar, and he will add it at the specified time with the specified details.
## iOS app
1. Tap the account icon in the [Martin app](https://trymartin.com/#section-1).
2. Under "Integrations", select "Calendar".
3. Click "Add Google Calendar", "Add Apple Calendar", or "Add Outlook Calendar".
4. If signing in with Google or Outlook, you will be redirected to the respective service to sign in.
5. If signing in with Apple, you will have to generate and enter an [app-specific password](https://support.apple.com/en-us/HT211819).
## Integrations
Martin syncs with your existing calendar accounts.
Connect up to 5 Google Calendars with your Martin account.
Connect up to 5 iCloud Calendars with your Martin account.
Connect up to 5 Outlook Calendars with your Martin account.
## Example Commands
* "Add every event from this email to my calendar with detailed descriptions."
* "Add the list of events on this PDF to my calendar including locations."
* "Schedule a meeting with [dawson@trymartin.com](mailto:dawson@trymartin.com) at 11am with a Google Meet link."
* "Reschedule my meeting with Shawn tomorrow at 2pm to 3pm."
* "Block off Friday from 3pm to 5pm because I'm on a plane."
## Background Tasks
In your calendar Settings in the [Martin web app](https://app.trymartin.com), you can configure Martin to call you every morning and brief you on your schedule for the day. This feature is currently only available to Pro users.
# Inbox
Source: https://docs.trymartin.com/integrations/inbox
Have Martin read, draft, and reply to emails in your inbox.
## How it works
1. Go to the inbox card in your [Martin dashboard](https://app.trymartin.com).
2. Click the settings button in the top right.
3. Click "Connect Gmail" or "Connect Outlook".
4. You will be redirected to the respective service to sign in.
5. Once connected, you can tell Martin to read, draft, and reply to emails on your behalf.
## iOS app
1. Tap the account icon in the [Martin app](https://trymartin.com/#section-1).
2. Under "Integrations", select "Inbox".
3. Click "Connect Gmail" or "Connect Outlook".
4. You will be redirected to the respective service to sign in.
## Integrations
Martin syncs with your existing inboxes.
Connect up to 5 Gmail accounts with your Martin account.
Connect up to 5 Outlook accounts with your Martin account.
## Example Commands
* "Check for new emails from [dawson@trymartin.com](mailto:dawson@trymartin.com) today."
* "Draft a reply to Dawson's new email saying I can meet tomorrow at 9am."
* "Read me the email about the project plan out loud."
* "Forward the project plan to [ethan@trymartin.com](mailto:ethan@trymartin.com) and ask for his input."
* "Email Eric the Zoom link for the meeting today on my calendar."
## Background Tasks
In your inbox Settings in the [Martin web app](https://app.trymartin.com), you can configure Martin to send you a daily digest of your emails. This feature is currently only available to Pro users.
# Slack
Source: https://docs.trymartin.com/integrations/slack
Have Martin read and send messages in Slack from your account.
## How it works
1. Go to your [Martin dashboard](https://app.trymartin.com).
2. Click the integration settings button at the top of the left side bar.
3. Click "Slack".
4. Click "Connect Workspace".
5. You will be redirected to Slack to sign in.
6. Once connected, you can tell Martin to read, send, and reply to Slack messages on your behalf.
## iOS app
1. Tap the account icon in the [Martin app](https://trymartin.com/#section-1).
2. Under "Integrations", select "Slack".
3. Tap "Add Slack Workspace" and sign in with your Slack account.
## Integrations
Martin syncs with your Slack accounts and workspaces.
Connect up to 5 Slack workspaces with your Martin account.
## Example Commands
* "Check for new messages in #general."
* "Reply to #random with 'I'm on it.'"
* "Send @Ethan a message with the Zoom link for the meeting today."
* "React to @Ethan's message in #random with a thumbs up."
* "Pin the message I just sent in #general."
# Email
Source: https://docs.trymartin.com/interfaces/email
Send or forward emails to Martin
## Setup (web)
1. Go to your [Martin dashboard](https://app.trymartin.com).
2. Click the account icon at the bottom of the left side bar.
3. Click "Add a primary email".
4. Enter your email address in the email field.
5. Verify your email address by entering the code you receive via email.
## Setup (iOS app)
1. Tap the account icon in the [Martin app](https://trymartin.com/#section-1).
2. Under "Contact", tap "Email".
3. Enter your email address.
4. Verify your email address by entering the code you receive via email.
Got an email with events coming up? Forward it to Martin, and he'll add them all to your calendar.
# Slack
Source: https://docs.trymartin.com/interfaces/slack
DM Martin on Slack.
## Setup (web)
1. Go to your [Martin dashboard](https://app.trymartin.com).
2. Click the integration settings button at the top of the left side bar.
3. Click "Slack".
4. Click "Connect Workspace".
5. You will be redirected to Slack to sign in.
## Setup (iOS app)
1. Tap the account icon in the [Martin app](https://trymartin.com/#section-1).
2. Under "Integrations", select "Slack".
3. Tap "Add Slack Workspace" and sign in with your Slack account.
Separately, Martin can send and react to messages from your own Slack account on command.
# Introduction
Source: https://docs.trymartin.com/introduction
Meet your new personal assistant
## Create an account
Sign up at [app.trymartin.com](https://app.trymartin.com) and start using Martin on the web.
Use Martin on your phone with the iOS app.
## Give Martin your contact info
Unlike other AI assistants, Martin is reachable through all your communication channels, including phone, SMS, WhatsApp, email, and Slack.
Give Martin your number so you can reach him through a phone call, SMS, or WhatsApp message.
Give Martin your email so you can send or forward him emails with commands or questions.
## Integrate Martin
Connect Martin to all your tools and services, so he can use them on your behalf.
Martin can manage your calendar and schedule events for you.
Martin can check your emails and draft replies on your behalf.
Martin can text and call others on your behalf to book reservations, schedule events, etc.
Martin can send you reminders via text, Slack, email, phone call, or push notification.
Martin can track and manage your to-do list items.
Martin can take notes for you during conversations and keep track of them.
Martin can search Google, Perplexity, Twitter, and various news/weather sites.
Martin can read, send, and reply to messages on your behalf in Slack.