for consultants and customer work
track client time
reconstruct reviewed work blocks and active-time totals without automatic billing
write a weekly client report
combine work, deliverables, decisions, risks, and next steps into one update
turn meetings into follow-up
verify the transcript, then draft decisions and action items
prepare a CRM update
extract reviewed deal fields without auto-writing guesses into the CRM
for focused individual work
review your day
remember accomplishments, blockers, and open loops
turn browsing into a brief
recover sources you viewed and build a checked research summary
remember relationship context
prepare a private follow-up queue from meetings and messages
give an AI local memory
maintain a small, reviewed context file across agent sessions
for operations and engineering
discover repetitive work
find one repeated workflow worth improving
capture an SOP
turn one clean process run into a tested operating guide
reconstruct an incident
build a fact, inference, and unknown timeline from a bounded window
monitor one narrow surface
watch an approved app, window, or website and report a clear no-data state
the safe workflow
1
set the boundary
Decide which apps, windows, websites, people, and hours belong in the workflow. add exclusions before recording client, employee, financial, health, or personal information.
2
verify recording
Complete a short test, then search for something you can see or hear. a blank result is a capture problem or a no-data state—not permission for the AI to guess.
3
run it manually
Use a current Home shortcut, install a pipe from Pipes → Discover, or describe a custom automation under Pipes → My Pipes → create your own pipe. run it manually before adding a schedule.
4
inspect the output
Check time totals, names, decisions, and source moments. keep uncertain items marked as uncertain.
5
automate only the stable part
Schedule local drafts after several good manual runs. require review before sending messages, editing a CRM, billing a client, or changing another system.
rules that keep outputs trustworthy
- use
/activity-summaryfor active-time totals; do not infer hours by counting frames, OCR rows, or search results - give broad
/searchrequests a time boundary - distinguish no matching data from the activity did not happen
- keep source apps, meetings, URLs, or time ranges when a report may be reviewed later
- treat AI project labels, workflow names, and suggested next steps as suggestions
- verify current external facts from their original source before publishing a research brief
- review any external side effect before it happens
protected local API endpoints require a bearer token when API authentication is enabled. retrieve it with
npx -y screenpipe@latest auth token or from Settings → Privacy → API security, then follow API recipes.