How business memory works
Five steps turn scattered business information into early warnings you can act on.
1. Capture
Bring important business information together: contracts, clients, suppliers, assets, documents, people and recurring commitments. CSV import gets existing spreadsheets in quickly. No lengthy onboarding — most businesses are live within a day.
2. Connect
Records link to each other — clients to contracts, contracts to projects, suppliers to insurance documents. Relationships are stored and queryable, so impact is visible: change something here, see what it touches there. This is what makes the rules engine powerful — it doesn't just check dates, it checks dependencies.
3. Monitor
The platform continuously checks dates, notice periods, expiries, review schedules and missing evidence using deterministic rules — every day, without anyone remembering to look. A contract ending in 90 days? A renewal event is created. Insurance expiring in 30 days? Critical alert. Inspection overdue? Escalated immediately.
4. Alert
Findings are prioritised by time remaining, contract value, dependency count, compliance criticality and overdue state. Critical items surface first; everything else stays organised. No noise, no false alarms — just what needs attention and when.
5. Act
Each finding shows what, when, why, who and the required action. Assign an owner, upload evidence, snooze, complete — and your business memory updates itself. The What Am I Forgetting? button gives you a complete picture in one click.
What does this look like in practice?
A facilities manager logs in on Monday. The dashboard shows 2 critical items: a supplier insurance certificate expiring in 12 days (affecting 4 active projects) and a contract notice deadline that started yesterday. 5 action required items need attention this week. 12 upcoming items are scheduled for the next 30 days. She didn't have to remember any of this. The platform did it for her — and emailed her team about the critical items over the weekend.
Related: How it works · Pricing · What is business memory?