keeptrack

Client files

Keep large files (PDFs, slide decks, contracts, spreadsheets) in your normal file store, not in GitHub. Keeptrack keeps links to them.

  1. Open a person who works at the company.
  2. In **🗂 Files for **, paste a link and press Enter. To give it a name, type `Name | link`, for example:
    Proposal folder | https://drive.google.com/drive/folders/...
    
  3. Add as many links as you need: Google Drive, Dropbox, OneDrive, SharePoint, Notion or any other web link.

The links belong to the company, so each person at that company shows the same files.

Why not GitHub?

Can my AI assistant read the files?

Yes, if your assistant has a connector for that store (for example the Google Drive or Dropbox connector in Claude). Ask it: “Read the latest proposal in the Acme files folder.”

🔗 Links on a person’s card is for links about that person only, for example a profile or a meeting recording.