Short video courses that go from connecting your first account to putting agents to work. Watch a lesson when you need it, or a whole course over lunch.
The curriculum below is final and the lessons are being recorded now; they land here as they finish. Until then, the written quick start walks the same ground in ten steps.
Everything the first hour should cover: connect the accounts you already use, let the first sync run, and deal with what it finds. By the end your contacts are in one place and you know your way around.
One workspace for the people you know: contacts, notes, tasks, meetings, and messages on the same records.
Sign in, choose what syncs, and watch changes flow both ways between TitleDock and Google Contacts.
Create an app-specific password and bring your Apple address book into the same set of people.
Review what the first sync found, merge the obvious duplicates, and decide what stays.
Today's meetings, tasks, and the people in your day, before you go looking for any of it.
The command palette and universal search across contacts, notes, tasks, and messages.
The Mac app adds recording, transcription, and screen capture. Two minutes to set up.
The mobile app and widgets, and why your phone's address book is already up to date.
The address book is the foundation everything else stands on. This course covers where records come from, how duplicates get found and merged, and the groups, imports, and clean-up tools that keep a few thousand contacts honest.
The profile, the activity timeline, and the history of every change on one screen.
How several accounts become one person, and how an edit finds its way back to the right address book.
Side-by-side review, choosing what survives, and merging without losing either version's history.
Manual lists, rule-based groups that keep themselves current, and combinations of both.
A spreadsheet view with filters, for fixing hundreds of records in one sitting.
Browse upcoming birthdays and anniversaries, and turn them into a group that maintains itself.
See everyone by location and build a group from a city or a region.
CSV and vCard import with column mapping and a dedupe preview before anything is written.
Fill in job titles, companies, and profiles from data providers, and search for people you have not met yet.
Point-in-time snapshots of every connected account, exports to CSV or vCard, and how to roll back.
Notes and tasks live against the people and meetings they belong to, not in a separate app. This course covers the editor, mentions and tags, the journal, and how a note turns into work you can track.
The block editor: headings, lists, and structure that stays readable.
Mention a person to file the note against them, and follow links back from their record.
A daily page with monthly jump lists, for the notes that do not belong to anyone yet.
Create, tag, prioritize, and see what is done and what is overdue.
Pull next steps out of a note into tasks that stay linked to it.
Open any contact or meeting and see everything ever written about it.
The Docket turns your calendar into a meeting workspace with the attendees matched to contacts. Record on your Mac, transcribe on the device, and leave every call with notes and tasks already filed.
Your calendar as a meeting workspace, with each event's attendees matched to their records.
System audio capture in the desktop app: what it records, and how to start and stop.
The transcript is produced on your machine. What that means, and how to read one.
Assign voices to people so the transcript reads like a conversation between contacts.
Notes beside the transcript, and the panel that surfaces what you need next.
Link cloud recordings and transcripts to the meeting and the people in it.
Save the moment that mattered, and capture any region of your screen into a contact.
Everything about sending: a composer that reads from your records, mail merge with per-recipient previews, sequences that follow up on their own, and the domain setup that keeps it all out of spam.
Messages tied to contacts, and a composer that knows who it is writing to.
Reusable blocks and signatures, so the fifth email is as considered as the first.
One template, many recipients, and a per-person preview before anything sends.
Schedule a send, or let it pick the recipient's best moment.
Multi-step follow-ups on a canvas, with drip controls and variants that test themselves.
Bring your own domain, verify DNS, and warm it up before volume.
A public page with your links, forms, and a way for people to reach you.
When a contact corrects their own details, review and accept the change.
TitleDock's agent reads the same records you do and asks before it does anything destructive. This course covers conversations, approvals, the workflow studio, scheduled jobs, and connecting outside AI through MCP and the CLI.
Ask for work in a thread: find, summarize, update, and organize across your records.
Anything destructive stops and asks. Review the plan before it runs.
Build repeatable automations out of the same tools the agent uses.
Put a workflow on a timer and read the results when you sit down.
Give Claude or ChatGPT a live, permissioned line to your contacts, notes, and tasks.
The titledock CLI for scripts, pipelines, and agents that live in a terminal.
Every lesson uses a real workspace. Yours is free to set up, and the first course assumes nothing.
