For consultants and customer work
Track client time
Reconstruct reviewed work blocks and active-time totals without automatic billing
Log remote-support jobs
Try ten prompts for job logs, billing review, service reports, and scheduled AI work.
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
Build a daily project brief
Keep decisions, open loops, and the next step in your existing notes or Obsidian vault.
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
Prepare a detailed workflow handoff
Document inputs, decision rules, evidence, exceptions, and acceptance checks.
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
Find the next answer
Choose the outcome you need. Each guide starts with an answer and a copyable prompt, with examples and deeper detail available when you need them.Recording, storage, and AI access
Recording, storage, and AI access
Personal memory and team knowledge
Personal memory and team knowledge
Detailed workflow and automation playbooks
Detailed workflow and automation playbooks
Enterprise evaluation and deployment
Enterprise evaluation and deployment
Make the result repeatable
Once a manual report is useful, follow reliable scheduled reports to verify its saved output and handle missing data or broken connections. Review AI usage and controls to choose its frequency and understand stop and auto-run controls.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 scheduled task from Scheduled tasks → Discover, or describe a custom automation under Scheduled tasks → My tasks → NEW. 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.