Documentation

Rolo user guide

Step-by-step tutorials for every feature. Pick a topic from the sidebar to get started.

Core features

Events & meeting prep

Rolo syncs with your Google Calendar so every meeting comes with a relationship brief — who you're meeting, what you last talked about, and what to bring up. After the meeting, Rolo prompts you to capture what happened.

Connecting Google Calendar

Go to Settings → Integrations and click "Connect Google Calendar". Authorise read access to your calendar. Rolo will import your upcoming and recent past events in the background — this usually takes under a minute.

Once connected, Rolo runs a sync poller every few minutes to pick up new events and changes. Events are matched to your Rolo contacts by email address. Attendees who aren't in Rolo yet are flagged so you can create profiles for them.

Note on privacy

Rolo only reads event metadata (title, attendees, time, description). It does not read the content of your emails, documents, or other Google Workspace data.

The Events page

The Events page shows a two-pane layout:

  • Event list (left): All your calendar events in reverse-chronological order. Filter by attendee, date range, tag, or whether prep has been completed. Upcoming events show a prep status indicator.

  • Event detail (right): The selected event's details — time, location, attendees, description, tags, and the meeting prep brief.

Meeting prep briefs

For upcoming events, Rolo automatically generates a meeting prep brief in the background — no manual trigger needed. By the time you open the event, the brief is ready.

Each brief contains:

Last conversation

A summary of the most recent interaction you logged with this person — what you discussed, any commitments made, and the general tone.

Key details

The most contextually relevant facts about each attendee: current role, recent news, what they care about, and anything you've specifically noted.

Relationship arc

A one-line assessment of whether the relationship is growing, stable, or drifting — based on interaction frequency and sentiment trends.

Suggested talking points

Three to five conversation starters grounded in your history and their current context. Each talking point cites the source (which note, which event) so you can verify it.

Briefs are grounded — Rolo never invents talking points. Every suggestion cites which interaction or note it came from. If the evidence is thin (you don't have much history with this person), the brief will say so rather than hallucinating context.

Prep queue on the dashboard

The Upcoming meetings widget on the dashboard shows your next 7 days of events. Events with generated briefs show a "Prepared" badge. Click any event to go directly to its brief, so you can review it in the 10 minutes before your call.

Post-event capture

Within a few hours of an event ending, Rolo sends you a post-event prompt — a notification or in-app card asking you to capture what happened. Click it to open a pre-filled note composer with the attendees already linked.

Write a quick summary of what was discussed, any follow-ups you committed to, and anything notable. This note becomes the "Last conversation" data for every attendee's next prep brief.

Why this matters

The quality of your next prep brief is directly tied to the quality of your post-event notes. Even a two-sentence summary — "discussed their Series A timeline, they want an intro to Benchmark" — is dramatically better than nothing.

Adding events manually

Not everything important is on your calendar. Click + New event on the Events page to create a manual event — a conference, a dinner, an impromptu coffee — and link the relevant contacts. Manual events get the same prep and post-event capture flow as synced calendar events.

Next: Rolie (AI chat)

Chat with your relationship graph to search, log notes, and prep for meetings conversationally.

Go to Rolie docs