Answers, fact checks, and cautions during your meetings.

TitleDock follows the conversation, checks claims, surfaces answers, and flags potential issues. It can also explain unfamiliar terms and suggest what to ask next.

Live AI

Website project review12:48Recording

TranscriptNotesParticipants · 2

Morgan Lee 12:31

Let’s make sure the scope is ready before we commit to a date.

Maya Chen 12:39

When did we agree to send the SOW?

SOW · Statement of work

Morgan Lee 12:44

I think we confirmed Mon, Sep 21 for the launch.

Maya Chen 12:48

Should we promise that now and get approval later?

Keep Google and iCloud contacts up to date.

Sync contact changes between TitleDock, Google, and iCloud. Bring leads from another system into TitleDock and into the contacts on your phone.

Contact sync

GoogleWork contacts

TitleDockConnected contacts

iCloudPersonal contacts

Name	Company	Job title	Mobile	Google	iCloud
MCMaya Chen	Cedar Studio	Creative director	+1 415 555 0192	✓	✓
MLMorgan Lee	Studio Field	Partner	+1 415 555 0126	✓	✓
RPRowan Park	Northline	Founder	+1 415 555 0113	✓	✓
SASam Avery	Goodform	Operations	+1 415 555 0164	✓	✓
EVEllis Vale	Tandem	Producer	+1 415 555 0157	✓	✓

MCMaya ChenSynced

Job titleCreative directoriCloud edit

Google and iCloud are up to date · edits sync both ways

Send personalized messages. Follow up until they reply.

Fill messages from your contact records and schedule follow-ups that stop when someone replies. Sequences are in beta.

Outreach

Smart group

Sep72026

Birthday tomorrow

Updates every day4 members

AMAlex MorganSep 8

SASam AverySep 8

JLJordan LeeSep 8

NPNina PatelSep 8

Mail merge4 individual emails

A birthday wish for tomorrow

Hi {{first_name}},
Wishing you a birthday full of good company and happy moments.

Morgan

Alex

✓ Sent

Hi Alex,

Sam✓ Sent

Hi Sam,
Wishing you a birthday full of good company and happy moments.

Jordan✓ Sent

Hi Jordan,
Wishing you a birthday full of good company and happy moments.

Nina✓ Sent

Hi Nina,
Wishing you a birthday full of good company and happy moments.

Maya ChenCedar Studio

maya@cedarstudio.com

Mobile

+1 415 555 0148

✓ Contact updated

To Maya Chen✓ Sent

Still the best way to reach you?

Hi Maya, I’m updating my address book. Are this email and the number ending in 0192 still current?

Thanks, Morgan

Maya ChenReply

Hi Morgan! My new email is maya@cedarstudio.com and my mobile is +1 415 555 0148.

2 changes to review

Email and mobile · from Maya’s reply

Save to contact✓ Saved

Last conversation · March 12, 2026

Priya Nair

Halden Labs · Head of Product

A note worth remembering

Hiring two engineers. Concerned about getting them up to speed.

Six months later

A personal reason to reconnect.

To Priya NairSep 15, 2026

How did the hiring go?

Hi Priya,

It’s been a while since our March chat. You were hiring two engineers and thinking through onboarding. How did it go?

Would love to catch up and hear what you’re working on.

Morgan

Saved as a draft

Ready for Morgan to review and send.

⚡︎ Smart group · Local founders

Onboarding workshop

Thu, Sep 24, 2026 · 2pm
Four invitations · coffee and practical ideas.

Tomas ReyesGoing

Ana OkaforDeclined

Ben WhitfieldAwaiting reply

Lena SatoAwaiting reply

RSVP updated automatically

1 going · 1 declined · 2 awaiting reply

To 4 people · separate emailsTue, Sep 15 · 9am

Join us on September 24?

Hi {{first_name}},

We’re getting a small group together on Thursday the 24th at 2pm to compare onboarding checklists over coffee. Would you like to join us?

Morgan

Tomas ReyesWed, Sep 16 · 10:14am

Yes, count me in! See you on the 24th.

Ana OkaforWed, Sep 16 · 11:02am

I’m away that week, so I’ll have to miss this one.

LLM · Reply → RSVP“Count me in” → Going“Have to miss this one” → Declined

Mon, Sep 21 · 9am · Ben and Lena only

Hi {{first_name}}, a quick reminder about Thursday’s workshop. We still have room if you’d like to join.

Follow-up sent to 2 people

Tomas is going; Ana declined. Neither receives a reminder.

Meeting · Tue, Sep 8, 2026

Daniel Hoss

Marrow Design · Website project

What we agreed

Send the rough scope on Friday. Review it together the following Monday.

Next steps saved

Sep 11 · Send scope
Sep 14 · Review with Daniel

To Daniel HossSep 8, 2026

Notes from today and next steps

Hi Daniel,

Thanks for today. Here’s what happens next:

Fri, Sep 11
I’ll send the rough scope of work.

Mon, Sep 14
We’ll review it together before setting a launch date.

Anything I missed?
Morgan

Recap ready · reminders set

The message and tasks use the same agreed dates.

A useful connection

Sofia Marquez

Runs three bakeries.
Looking for a better way to track stock.

Raj Iyer

Builds inventory tools for food businesses.

Sofia asked for a recommendation

A note from your last conversation.

Raj replied

“Yes, please introduce us.”

To Raj IyerAsk first

Open to an introduction?

Hi Raj,

Sofia runs three bakeries and asked if I knew someone who could help with stock tracking. Would you be open to an introduction?

Morgan

To Sofia Marquez and Raj Iyer

Sofia, meet Raj. Raj builds inventory tools for food businesses.

Raj, Sofia is looking for a simpler way to track stock across her three bakeries. I’ll let you two take it from here.

Morgan

SMSofia MarquezMarquez Bakeries

sofia@marquezbakeries.com
+1 415 555 0146

sofia-marquez.vcf · Contact card

RIRaj IyerInventory tools

raj@stocktable.io
+1 415 555 0178

raj-iyer.vcf · Contact card

Follow up with a trial accountAlex Morgan

01 · Existing account

Trial accountAlex Morgan · Northstar

02 · Follow-up due

Trial ends FridayCheck in before the trial ends

03 · Conversation context

Alex MorganAsked about team setupInvite teammates nextFrom the last call

04 · Rep follows up

Help finish setupRelevant help · personal check-in

05 · Stay in touch

Continue the trial conversationAgree on the next step

FromMorgan Lee · Account executive

ToAlex Morgan

SubjectNeed a hand with team setup?

Hi Alex,

On our last call, you asked about inviting your team. Your trial ends Friday — would a quick setup session tomorrow help you try it together?

Personalized by MorganUpdate sent

Alex replied

Yes — could we do 10am? I’ll invite our team lead.

New buyer enquiryZillow → TitleDockMaya Chen

01 · Lead source

Zillow messageMaya Chen · 24 Oak Avenue

02 · TitleDock

Contact createdName, phone & property interest

03 · Agent’s phone

Maya Chen+1 415 555 0192Interested in 24 Oak AvenueSaved to contacts

04 · Agent follows up

Send property updatesNew listings & showing times

05 · Stay in touch

Book the next showingKeep the conversation going

FromMorgan Lee · Real estate agent

ToMaya Chen

SubjectAn update on 24 Oak Avenue

Hi Maya,

Thanks for your message on Zillow. There’s a new showing available at 24 Oak Avenue this Saturday. Would 11am work for you?

Personalized by MorganUpdate sent

Maya replied

Saturday at 11 works! Please send any similar listings too.

New partnership enquiryJordan Rivera

01 · Lead source

Partner form submissionJordan Rivera · Relay

02 · TitleDock

Contact createdName, company & partner interest

03 · Biz-dev phone

Jordan Rivera+1 415 555 0192Partnerships · RelaySaved to contacts

04 · Biz dev follows up

Send a partner briefIntegration idea · joint customers

05 · Stay in touch

Plan a partner callAgree on the next step

FromMorgan Lee · Business development

ToJordan Rivera

SubjectA partnership with Relay

Hi Jordan,

Thanks for reaching out about partnering with us. I’ve put together an integration idea for our shared customers. Could we walk through it together on Thursday?

Personalized by MorganUpdate sent

Jordan repliedPartner

Thursday works. I’ll bring our integrations lead to the call.

Use TitleDock from ChatGPT or Claude.

Ask about a meeting, add the task, draft the email. Your assistant calls TitleDock for each step, inside the same conversation.

Connect through MCP

ChatGPTTue, Sep 8, 2026 · Also works with Claude

What did Maya and I agree to?

Send the scope of work by Fri, Sep 11. Maya will review it before confirming a launch date.

Add that to my tasks, due Fri, Sep 11.

Added “Send scope of work to Maya”, due Fri, Sep 11.

Draft a quick follow-up email.

Drafted in TitleDock.

To Maya Chen Not sent

Scope of work for Cedar Studio

Hi Maya, I’ll send the scope of work by Fri, Sep 11. Could you review it by Mon, Sep 14 so we can confirm the launch date?

Open in TitleDock

Schedule the edited draft for Wed, Sep 9 at 9am.

Scheduled for Wed, Sep 9 at 9am in your time zone.

To Maya Chen Scheduled

If Maya hasn’t replied, follow up 3 days after her Sep 14 review deadline.

Follow-up set for Thu, Sep 17. It stops if Maya replies.

Sep 14 review deadline + 3 daysNo reply? Follow up Sep 17Reply received → stop

Save this as a template I can use with other people.

Saved “Scope follow-up” as a reusable template.

Scope follow-up

Hi {{first_name}}, I’ll send the scope of work for {{company}} by {{scope_due_date}}. Could you review it by {{review_due_date}}?

Thinking

Message ChatGPT

Behind the conversation

ChatGPT backend MCP client

Requests a tool. Receives its result.

TitleDock MCP server

1 / 3 · Find Mayasearch_contacts

query: “Maya”

Maya Chen · Cedar Studio · contact_maya

2 / 3 · Read meeting notessearch_notes

contactId: contact_maya

Scope due Fri, Sep 11 · approval pending

3 / 3 · Check existing taskssearch_tasks

contactId: contact_maya

Project outline open · scope task not created yet

create_task

contactId: contact_maya
Send scope of work · Fri, Sep 11

Task created

create_draft

contactId: contact_maya
Scope of work for Cedar Studio

Drafted in TitleDock · Not sent

schedule_message

draft: scope_followup
Wed, Sep 9 · 9am · your time zone

Edited draft scheduled

set_follow_up

After: Sep 14 review deadline + 3 days
Send: Thu, Sep 17 · only if no reply

Stop on reply

save_template

Scope follow-up
Fields: first_name, company, scope_due_date, review_due_date

Template saved

Illustrative conversation · fictional contacts, messages, and tool calls.

Agentic relationships & productivity

Answers, fact checks, and cautions during your meetings.

Keep Google and iCloud contacts up to date.

Send personalized messages. Follow up until they reply.

Use TitleDock from ChatGPT or Claude.