Quick Start

From zero to a populated contact book with your first note — about five minutes.

Overview

This is the minimum path. By the end you'll have a Remy account with your Google contacts pulled in, your first manual contact, your first tag, your first note, and your first "introduced by" link.

Total time: about five minutes.

1. Sign Up

Go to the sign-up screen and pick one of two paths.

  • Sign up with Google — fastest. If you grant the contacts permission at the Google prompt, sync starts in the background and you'll land in a contact list that's already filling in. Bidirectional or read-only mode is decided by which permission you granted.
  • Sign up with email — provide an email and password, verify the email link, and you're in. Your contact book will be empty until you connect Google in step 2.

Either way, you'll arrive on the contacts list.

2. Connect Google (if you signed up with email)

Skip this step if you signed up with Google — sync is already running.

If you signed up with email:

  1. Open Settings → Integrations.
  2. Click Connect Google.
  3. Pick the Google account you want to link.
  4. Choose your sync mode in the wizard — bidirectional (push and pull) or read-only (pull only). See Google Sync for what each does.
  5. Confirm. Remy runs the first sync immediately and your contact list starts populating.

A populated contact book within a minute or two means everything is working.

3. Add a Manual Contact

Not everyone is in your Google book — and you don't always want them to be. Click Add contact at the top of the list and fill in at least a name. Email, phone, company, and role are all optional.

In bidirectional mode, manual contacts are uploaded to Google after the next sync run. In read-only mode, they stay local to Remy. See Contacts for the rest.

4. Write Your First Note

Notes are how Remy earns its keep — it's the texture of your relationship that nothing else captures.

  1. Click any contact to open the detail sheet.
  2. The note composer is at the top of the timeline.
  3. Type plain text — what you talked about, what to remember, what to follow up on.
  4. Save.

The note appears with a timestamp of right now. Need to back-date? Click the timestamp before saving and pick the date the conversation actually happened. See Notes for why this matters and how the 30-day deletion window works.

5. Apply Your First Tag

Tags are the way you organize the contact book around how you think.

  1. In the same contact's detail sheet, click the tag input.
  2. Type a label — investor, customer, met-at-saastr, whatever feels right.
  3. Press Enter to create-and-apply in one step.

Apply the same tag to a few people — you can do this in bulk from the contact list. See Tags.

6. Set "Introduced By"

The relationship-graph feature.

  1. Open a contact who came into your network through someone else.
  2. Find the Introduced by field in the detail sheet.
  3. Start typing the name of the person who introduced you. Pick from the autocomplete.

Now open that introducer's detail sheet and scroll to Introduced — you'll see the contact you just linked. As you set more intros over time, your top connectors start to surface naturally. See Introductions.

You're Done

That's the loop. Everything else in this site is detail on top of it.

A few next stops, in rough order of relevance:

Frequently Asked Questions

What if my Google contacts didn't sync?

Open Settings → Integrations and click Sync now to trigger an immediate refresh. If you signed up with email and skipped the Connect step, that's why — see step 2.

Do I need to set up billing right away?

No. The free tier covers the contact book, sync, notes, tags, and intros. You only need a paid plan or credits if you want to use the AI Assistant. See Subscriptions and Credits.

What happens to my Google contacts if I cancel later?

Nothing happens to your Google account. Your Google Contacts stay in Google. If you delete your Remy account, see Delete data for what happens to your Remy-side data.

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