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Overview

The Memo Block creates presentable memos that you can share with any audience. Perfect for the end of a thinking phase to consolidate findings, share insights, or create assets for other workflows (like cheat sheets, one-pagers, pitch decks, etc.).

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How to Use

  1. Create a Memo Block - Click on canvas → Select “Memo Block”
  2. Define Your Audience - Specify who will read this memo (executives, team members, clients, etc.)
  3. Set Your Objective - Clarify the memo’s purpose (decision-making, status update, proposal, etc.)
  4. Provide Instructions - Detail writing style, structure, length, and any specific requirements
  5. Connect Context Blocks - Link to Research, Chat, or other blocks to pull in relevant information
  6. Select Model - Choose the AI model best suited for your writing needs
  7. Generate - Create your polished, audience-ready memo

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Example Use Cases

  • Executive Summary - “Create a 1-page executive summary for the board, highlighting key findings from our market research and competitive analysis”
  • Client Proposal - “Write a client-facing proposal memo that incorporates our technical research and presents solutions in business terms”
  • Team Cheat Sheet - “Generate a quick reference guide for the team based on our brainstorming session and research findings”
  • Investor Update - “Create an investor memo that synthesizes our progress metrics, market research, and future roadmap”
  • Sales Battlecard - “Create a 1-page memo to help the sales team win deals against this competitor”

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Video Overview