One day with PlancyAI Memos
Sarah is 33, lives in Park Slope, Brooklyn, and somehow keeps a product-marketing job, two kids under seven, and a side Etsy shop running at the same time. Her mornings are a blur of lunch boxes, the F train, and Slack pings. By 9 AM she's already forgotten half the things she promised to do.
"I used to text myself at red lights. Half my Notes app is gibberish I'll never decode."
The school-run brain dump
Sarah drops the kids at PS 107 and speed-walks to the subway. Three things are bouncing in her head: reschedule the pediatrician, reply to the client deck feedback, and — wait, was it Ellie's dance recital Thursday or Friday?
She pulls out her phone on the platform, taps the PlancyAI widget right on her home screen, and just talks:
"Reschedule Dr. Patel to next week. Reply to Ogilvy deck by end of day. Check Ellie's recital — think it's Thursday."
Twelve seconds. Done. The F train doors open and she's in.
Home-screen widget capture
One-tap recording from the home screen — no app launch needed.
AI transcription + auto-summary
Voice is transcribed and summarized into clean, readable notes automatically.
Lunch-break scroll
Sarah grabs a chopped salad near Herald Square and opens PlancyAI for the first time today. Three memos from this morning are already processed:
- "Reschedule Dr. Patel" — tagged as Task, summary says 'Move pediatrician appointment to next available slot next week.' - "Reply to Ogilvy deck" — tagged as Task, deadline flagged as today. - "Ellie's recital" — tagged as Event, AI pulled 'Thursday' from her words.
She didn't type a single letter. She taps the Ogilvy memo, sees the full transcript, edits one line, and marks it Done. Two swipes and the Dr. Patel memo is archived — she already called from the office.
Then a thought hits her while chewing: "Birthday party for Ellie — need to book the bouncy house place on 5th Ave before Saturday."
She taps the mic right in the app, records five seconds, and keeps eating.
AI intent classification
Each memo is auto-tagged — Task, Event, Idea, Shopping, and more — so nothing needs manual sorting.
Swipe actions (archive / mark done)
Swipe to archive or mark done — inbox stays clean without digging into menus.
"Where was that thing about..."
Mid-afternoon, Sarah's manager pings: "Can you find that vendor pricing idea you mentioned last week?"
Sarah opens the search tab, types 'vendor pricing,' and results come back instantly — not just keyword matches, but memos where she talked around the topic. There it is, from six days ago, filed under her 'Q2 Launch' project.
She taps it, copies the summary, and pastes it into Slack. Thirty seconds, zero scrolling through chat history.
Her brain does a small fist-pump. This is the moment Sarah thinks: "Okay, this app actually gets it."
Search with filters
Search by text, project, intent, date — find any memo even if you forgot the exact words.
Saturday morning — pancakes and a revelation
The upgrade moment
Sarah has been using PlancyAI for two weeks. Forty-something memos, zero lost thoughts. But she keeps wishing she could see everything in a spreadsheet — the same way she tracks the family budget in Google Sheets.
She opens Settings, taps 'Google Sheets,' and connects her account. One tap: 'Export All.' Every memo — date, summary, intent, project — lands in a tidy spreadsheet she can sort, filter, and share with her husband.
Then she discovers Vault export. Now every memo also saves as a file she can open in her notes app — transcript, details, even the audio. Her Obsidian 'Family' folder finally has structure.
And the AI search summary? She types 'what did I say about summer camp' and gets a single paragraph pulling together three different memos from the past month.
Sarah upgrades to Pro while the pancakes cool.
Google Sheets export
Connect Google Sheets and export all memos — dates, summaries, intents, projects — to a spreadsheet you can sort and share.
Vault export (local files)
Save every memo as a local file — transcript, metadata, and audio — to open in Obsidian, Files, or any notes app.
AI search summary
Ask a question across all your memos and get a single summarized answer, not just a list of results.
9:22 PM — Kids are down. Everything's handled.
Sarah opens the app one last time. Inbox: zero items needing action. The recital is Thursday — confirmed. The bouncy house is booked. The Ogilvy deck reply went out at 2 PM.
She didn't make a single to-do list today. She just talked, and PlancyAI turned it into order.
For the first time in months, her brain is quiet before bed.
"PlancyAI Memos. Talk it out. We'll handle the rest."
Up next
One day with PlancyAI Memos
Meet Marcus — senior UX designer