From a fresh account to a working address book, one step at a time. Each step says what to do, where it is, and what you get for it.
Sign up, then take thirty seconds with the sidebar: Dashboard, Contacts, Docket, and Outreach are the four rooms everything else hangs off. Press ⌘K anywhere to search.
Add your Google account to sync contacts both ways and bring your calendar into the Docket. Gmail context appears on each person's timeline.
Generate an app-specific password at appleid.apple.com and paste it in. Your Apple contacts join the same records instead of living beside them.
TitleDock matches entries that are the same person across accounts. Walk the review queue, merge the true duplicates, and skip the rest.
Old CSV exports and vCard files come in with column mapping and a dedupe preview, so you see who is already there before anything is written.
Describe a list once — a city, a company, people you have not spoken to in a while — and it keeps its own membership from then on. It syncs back to Google and iCloud as an ordinary group.
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.
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.
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.
Ask the built-in agent to clean, summarize, or organize — it asks before destructive changes. Or connect Claude or ChatGPT over MCP and use your records from there.
Six terms you will meet around the app.
Seven short courses cover everything this page skimmed: recording and transcription, sequences, agents, and the clean-up tools.
