Create your account, connect Google or iCloud, and review the contacts that arrive. Add more accounts and try other features when you need them.
Sign up for TitleDock, then open your workspace.
Start with the account that holds your contacts. You can add another account later.
In Settings → Integrations, add Google and sign in to the account you want to connect. Review the requested access before continuing.
Create an app-specific password in your Apple Account. In Settings → Integrations, add iCloud and enter your account details with that password.
Let the first sync finish, then open Contacts. Review possible duplicates and decide which entries to merge.
These are optional. Choose what you want to do next.
CSV and vCard files import with column mapping and a duplicate preview before anything is written.
Where: Contacts → Import
Create a group using rules such as city, company, or time since your last conversation. Membership updates automatically, and the group syncs to Google and iCloud.
Where: Groups
Open a contact, write a note, and mention people to file it against them. Turn the action items into tasks that stay linked to the note.
Where: Notes
Install the desktop app, join any call, and record. The transcript is produced on your machine, and notes and next steps are filed against the attendees.
Where: Meetings, with the desktop app
Write one email from a contact, or a mail merge from a group, with a per-recipient preview before it goes. Sequences take over the follow-ups.
Where: Mail → Outreach
Ask the built-in agent to clean, summarize, or organize your records. It asks before destructive changes. You can also connect Claude or ChatGPT over MCP to work with your records.
Where: Agents
Six terms you will meet around the app.
The written guide is available now. You can also browse the planned course outline at TitleDock University.
