# Retain Help Articles Comprehensive help documentation for Retain - Your intelligent note-taking companion. ## [Introduction](https://retainapp.ai/help/article/introduction) **Categories:** Getting started ### Introduction: Discover How Retain Becomes Your Productivity Superpower Retain is an interactive AI knowledge‑management platform designed to transform how you capture, organize, and act on information. Retain combines your institutional knowledge—such as meeting notes, commitments, and deadlines—into one structured, easily accessible platform. #### Key Features * ****AI Team Building****: Retain suggests relevant expert agents (like legal or finance) and lets you enable or disable them, building a collaborative knowledge base tailored to your needs. * ****Side-by-Side Interface****: The left pane accepts prompts, uploads, and documents, while the right pane instantly generates concise, post‑it‑style notes that can be saved, edited, or discarded. This keeps context clear and reduces information clutter. * ****Temporal Organization****: Information is prioritized by recency, keeping the most relevant insights at your fingertips while preserving older data for easy search and retrieval. * ****Shared Context & Seamless Collaboration****: Import files, notes, or other media, and share workspaces while maintaining ownership. Teams benefit from unified, always‑available context. * ****Structured Knowledge Base****: All extracted facts and summaries are stored in an organized, searchable format, making it simple to turn conversations into clarity and focus on execution. * ****Security****: Notes stay on your device, secure and confidential. Retain’s intuitive interface and robust AI capabilities ensure your critical insights never walk out the door—and that you spend less time searching and more time executing. --- ## [Retain App: How to Capture Meetings with Retain](https://retainapp.ai/help/article/retain-app-how-to-capture-meetings-with-retain) **Categories:** Productivity, Using AI In this guide you will learn to: * Capture a meeting, such as Google Meet, Zoom, or Microsoft Teams into notes as part of your professional knowledge base For more information on leveraging your knowledge base, see [Retain App: Write more effective emails with deep expertise](https://retainapp.ai/help/article/write-more-effective-emails-expertise). #### Step 1: Install and Set Up Retain * Download the Retain app from your preferred source. * Complete the audio onboarding process, which includes granting microphone and screen-sharing permissions. * Complete the * ****Note:**** Screen sharing is only used to capture speaker audio accurately in platforms like Zoom or Google Meet. * If you use earphones or an external microphone, click the preferences slider icon in the status bar to select your microphone device. #### Step 2: Capture Your Meeting * At the beginning of your meeting, press ****“Capture”**** in the Retain app. * Retain will display real-time transcription, making it easier to follow along during meetings and ensure notes are accurate. #### Step 3: Complete and Save Your Meeting * When your meeting ends, press ****“Complete.”**** * Retain will postprocess the audio for maximum transcription quality, then generate a high-fidelity transcription and a detailed, AI-powered summary. * The meeting is automatically indexed in your memory and knowledge base within Retain. #### Step 4: Leverage Meeting Knowledge * When writing emails with Retain, the app will utilize your meeting memory to make communications more accurate and context-aware. This helps with precise follow-ups and streamlined task delegations. * You can also draft proposals, creative works, and other documents using insights and content from your knowledge base directly within Retain. #### Step 5: Automate Meeting Capture * [Connect your Google Calendar to Retain](https://retainapp.ai/help/article/retain-app-calendar-guide) to automate capture. * When a meeting is about to start, Retain sends a notification. * With one click, you can join the meeting and begin capturing immediately—no manual start required. ******** ****Tip:**** The more meetings you capture, the richer and more useful your Retain knowledge base becomes --- ## [Retain App: Write more effective emails with deep expertise](https://retainapp.ai/help/article/write-more-effective-emails-expertise) **Categories:** Productivity, Using AI Retain makes it easy to write professional, high-impact emails by collaborating with a team of AI expert agents. Here’s how you can use Retain’s AI team features and enhancement tools to improve your email workflow: ### 1. Select an Expert Agent Choose a specialized AI agent best suited for your needs. For example: * ****CFO Expert****: For financial analysis or budget-related content. * ****Marketer Expert****: For campaign planning, promotional emails, or marketing insights. * ****Other Experts****: Select from a range of AI agents based on your specific requirements. __Tip: If you don’t select a specific expert, Retain will use input from multiple agents for a balanced response.__ ### 2. Use Shortcuts to Add Context Speed up your email drafting by using convenient shortcuts: * ****Follow Up****: Reference past conversations or action items. * ****Delegate****: Tag tasks or requests for others. * ****Request Meeting****: Quickly propose a meeting with context. After clicking a shortcut, select relevant knowledge base items. These will be included automatically in your next message, ensuring your email has accurate, personalized context without manual copy-paste. ### 3. Draft with AI-Powered Suggestions Describe what you want to write in the chat box. Retain’s AI leverages your knowledge base and selected expert(s) to generate a personalized draft that fits your goals and audience. ### 4. Enhance Your Draft with Text Filters Highlight any part of your email draft and use the ****Filters**** menu to instantly improve tone and clarity. Available enhancement options include: * ****Make Persuasive****: Refine arguments for stronger impact. * ****Make Concise****: Shorten text for brevity and focus. * ****Make Professional****: Improve formality and polish. * __And more__: Explore additional filters suited to various communications. ### 5. Share or Send Your Email Once satisfied, simply click the share button: * ****Send via Gmail**** (if connected).[ Click here to learn how to connect your email to Retain.](https://retainapp.ai/help/article/retain-app-email-management-guide) * ****Copy as Rich Text**** for use in any email client, including support for bullets, tables, and other formatting. ****Summary:**** Retain’s AI team and filter features help you quickly produce tailored, high-quality emails with precise expertise. Select your expert, add context with shortcuts, generate an AI draft, enhance with filters, and send—all in one streamlined workflow. ![Missing alt text](https://sanity-cdn.retainapp.ai/images/iwweo518/production/ff44f044cf150e6c5c3ea5dc3370168ced3b7092-2400x1600.png) --- ## [Retain App: Calendar Management Guide](https://retainapp.ai/help/article/retain-app-calendar-guide) **Categories:** Getting started This guide explains how to add, manage, and remove Google Calendars in the Retain macOS app. ### Adding a Google Calendar #### Step 1: Access Calendar Settings Open the Retain macOS app Look for your profile thumbnail in the **bottom left corner** of the app Click on your profile thumbnail (this shows your connected Google account image) #### Step 2: Navigate to Calendar Settings Once your profile loads, look at the **left navigation panel** Find the section labeled **"Retain Cloud"** Click on **"Calendars"** (located underneath Retain Cloud) #### Step 3: Connect Your Google Calendar In the right pane, you'll see **"Google Calendar"** with a **"Connect"** button Click the **"Connect"** button A browser window will open to connect your Google account to Retain #### Step 4: Choose and Authorize Account **Select any Google account** you want to add a calendar from * _Note: This doesn't have to be the same account you use to sign in to Retain_ Click **"Continue"** **Check the box** to give Retain access to your calendar Wait a moment for the connection to process #### Step 5: Verify Connection After a few seconds, you should see your calendar appear in the list If the calendar doesn't appear immediately, click the **clockwise arrow (refresh icon)** to refresh the view ### Adding Additional Calendars To add more Google Calendars: Click the **"Connect"** button again (this will be available after your first calendar is connected) Follow the same authorization process for additional Google accounts Each calendar will appear as a separate entry in your calendar list ### Managing Connected Calendars #### Enable/Disable Calendars * Each connected calendar has a **switch/toggle icon** next to it * Use these switches to **enable or disable** individual calendars * Disabled calendars will remain connected but won't sync data to Retain #### Refresh Calendar List * If calendars aren't appearing or seem out of sync * Click the **clockwise arrow (refresh icon)** to update the calendar list ### Removing a Calendar #### Step 1: Locate the Calendar Find the calendar you want to remove in your calendar list Look for the calendar's connection status (should show "Connected") --- ## [Retain App: Email Management Guide](https://retainapp.ai/help/article/retain-app-email-management-guide) **Categories:** Getting started This guide explains how to add, manage, and remove Gmail accounts in the Retain macOS app. ### Key Benefits * ****Your inbox becomes an additional source of knowledge for your Retain experts****. Retain can intelligently reference and synthesize knowledge from your email conversations, surfacing important details and context that empower your expert agents to deliver more informed, accurate responses. * ****Draft precise, information-rich emails powered by your knowledge base****. Retain uses AI agents with deep access to your organizational knowledge, helping you write emails that draw on your company’s expertise and best practices. [Learn how to write more effective emails with deep expertise →](https://retainapp.ai/help/article/write-more-effective-emails-expertise) * ****Save time and increase impact****. Let Retain’s AI team handle information gathering and synthesis, so you can focus on building relationships and achieving results. * ****Consistent, expert communications****. Ensure emails reflect up-to-date knowledge, organizational standards, and your team’s collective expertise every time. ### Adding a Gmail Account #### Step 1: Access Email Settings Open the Retain macOS app Look for your profile thumbnail in the **bottom left corner** of the app Click on your profile thumbnail (this shows your connected Google account image) #### Step 2: Navigate to Email Settings Once your profile loads, look at the **left navigation panel** Find the section labeled **"Retain Cloud"** Click on **"Email"** (located underneath Retain Cloud) #### Step 3: Connect Your Gmail Account In the right pane, you'll see **"Gmail"** with a **"Connect"** button Click the **"Connect"** button A browser window will open to connect your Google account to Retain #### Step 4: Choose and Authorize Account **Select any Gmail account** you want to connect * _Note: This doesn't have to be the same account you use to sign in to Retain_ Click **"Continue"** **Check the box** to give Retain access to your Gmail Wait a moment for the connection to process #### Step 5: Verify Connection After a few seconds, you should see your Gmail account appear in the list If the account doesn't appear immediately, click the **clockwise arrow (refresh icon)** to refresh the view ### Adding Additional Gmail Accounts To add more Gmail accounts: Click the **"Connect"** button again (this will be available after your first Gmail is connected) Follow the same authorization process for additional Gmail accounts Each Gmail account will appear as a separate entry in your email list ### Managing Connected Gmail Accounts #### Enable/Disable Gmail Accounts * Each connected Gmail account has a **switch/toggle icon** next to it * Use these switches to **enable or disable** individual Gmail accounts * Disabled accounts will remain connected but won't sync email data to Retain #### Refresh Email List * If Gmail accounts aren't appearing or seem out of sync * Click the **clockwise arrow (refresh icon)** to update the email list ### Removing a Gmail Account #### Step 1: Locate the Gmail Account Find the Gmail account you want to remove in your email list Look for the account's connection status (should show "Connected") #### Step 2: Disconnect the Gmail Account Click the **three dots (⋯)** next to where it says "Connected" Select **"Disconnect"** from the dropdown menu Click **"OK"** to confirm the removal #### Step 3: Verify Removal * The Gmail account will be removed from your Retain app * This will stop all data syncing between that Gmail account and Retain ### Important Notes * **Gmail Only**: Retain currently supports Gmail accounts exclusively for email integration * **Multiple Accounts**: You can connect multiple Gmail accounts to the same Retain app * **Account Flexibility**: The Gmail account used for email doesn't need to match your Retain sign-in account * **Data Access**: Only Gmail accounts you explicitly connect and enable will sync with Retain * **Privacy**: Disconnecting a Gmail account removes Retain's access to that account's email data ### Troubleshooting **Gmail account not appearing after connection:** * Wait a few seconds for processing * Click the refresh icon (clockwise arrow) * Check that you granted proper permissions during authorization **Connection issues:** * Ensure you have internet connectivity * Try refreshing the email list * Verify your Google account permissions **Can't find the profile thumbnail:** * Look in the bottom left corner of the Retain app * The thumbnail shows your connected Google account image * If not visible, ensure you're properly signed in to Retain **Gmail access issues:** * Check that you're using a standard Gmail account (not a restricted organization account) * Verify your organization hasn't restricted OAuth app access * Ensure you completed the full OAuth authorization process ---