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Quick Start

5 Things to Do First

Get the most out of rivo in five simple steps. Each one takes less than two minutes.

1

Create your first capture

Tell rivo about your last meeting or call

Think of the last client call, site visit, or meeting you had. Write a quick summary — even just 2-3 sentences will do.

Example: "Talked to Tom Hendricks about the office renovation. He quoted $75k for the full job, 12 weeks. I need to get the permit from Maria at the city office. Tom seemed confident we can start in March."

rivo would extract from this: Tom Hendricks (person), office renovation (project), $75k / 12 weeks (facts), get permit from Maria (task), and positive sentiment.

2

Star your top 5 connections

Keep your most important relationships at the top

Favorited connections always sort to the top of your list. Star the people and projects you interact with most.

Try it: Tap the stars below to favorite at least 3 connections.

JW
Jennifer Westbrook
WR
Website Redesign
TH
Tom Hendricks
WI
Westbrook Industries
KZ
Kevin Zhao
OR
Office Renovation
Nice! Your favorites will always appear at the top of Connections.
3

Set up email capture

Forward emails to rivo with one tap

Your rivo account has a unique capture email address. Forward any work email to it, and rivo processes it as a capture automatically.

Your capture address:

Auto-replies, calendar invites, and marketing emails are filtered out automatically — only real conversations get captured.

4

Ask rivo a question

Get instant answers from your captured knowledge

Ask rivo questions about any person, project, or topic. It draws from all your captures to give you a complete answer.

What's the status of the website redesign?
The Website Redesign for Westbrook Industries is in active development. Here's the current status:

Budget: $45,000 over 8 weeks
Lead designer: Lisa Park
Client contact: Jennifer Westbrook (CEO)
Sentiment: Positive — Jennifer is excited
Next step: Send mockups by Friday

Pro tip: From any connection's detail page, tap the chat icon and say "Brief me on [name]" for a full relationship summary.

5

Make the Inbox your daily habit

Start every morning with your prioritized action list

The Inbox isn't a notification feed — it's a prioritized list of what needs your attention. Overdue items first, then today's tasks, then this week's work.

Overdue
Get permit from Maria Santos
Office Renovation · 2d overdue
Due Today
Send mockups to Jennifer
Website Redesign
This Week
Follow up with Kevin on retainer
Pinnacle Group

All 5 done — you're set!

Keep capturing after every interaction. rivo gets smarter with every piece of knowledge you feed it.