Clinical Assistant

A little guidance goes a long way

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Practical guides for a calmer, more organized working day.

15 guides

Getting started

Your first 10 minutes

Create your account, set your time zone and save your first piece of work.

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Getting started

Profile, preferences and time zones

Personalize your workspace and the defaults for new calendar events.

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Calendar & tasks

Create events, repeats and reminders

Plan meetings and deadlines, including a series of separately editable events.

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Calendar & tasks

Import and export Outlook or other calendars

Copy events with ICS files and understand what does not sync.

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Calendar & tasks

Projects, tasks and the action inbox

Turn work into tasks and keep meeting actions in view.

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Meetings & AI

Use Teams and Zoom meeting links

Join external meetings and bring authorized material back into your workspace.

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Meetings & AI

Record, upload and review a transcript

From microphone or audio file to an editable transcript.

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Meetings & AI

Draft minutes and track follow-up actions

Create minutes manually or start with an AI draft from a transcript.

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Documents & data

Write, import and export notes

Capture rich-text notes, pin useful items and download copies.

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Documents & data

Format a document and review its history

Create a report, memo, letter or clean document from rough text.

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Documents & data

Build spreadsheets and visual charts

Import data, choose numeric series and export Excel with a chart image.

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Documents & data

Organize files, search and use templates

Keep saved work easy to find with collections, tags and favourites.

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Account & billing

Plans, AI credits and cancellation

Understand monthly credits, renewals, lifetime grants and Stripe billing.

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Account & billing

Privacy, exports and account deletion

Choose appropriate content and request help with your information.

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Troubleshooting

Troubleshoot sign-in, saving and AI errors

Practical checks before you contact support.

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New here?

Start with your profile, one note and one event.

Start the quick guide