Workflow Guide

Managing the Memos After You Send Them

Capturing a memo takes 0.4 seconds — but figuring out what to do with 100 of them is a separate skill. A pragmatic workflow that combines Gmail filters, search operators, and AI assistants (Gemini / Apple Intelligence).

Why this guide exists

A common question from early users: "If I send 10 memos a day, that's 300 a month — how do I keep that under control?" Simple Memo is designed to make the capture side as fast as possible, so organization features are deliberately absent. Instead, this guide shows how to use what Gmail and your mail platform already do well — keeping capture fast while organization stays manageable.

1. Gmail filter + auto-star

The single most useful thing you can do: configure Gmail to auto-star and auto-label every email that comes from this app. They stop mixing with the rest of your inbox and accumulate as their own searchable space. One-time setup.

Setup steps (Gmail desktop)

  1. In the Gmail search bar, type from:simplememofast.com and click the filter options icon at the right of the search bar.
  2. Confirm simplememofast.com is in the From field, then click "Create filter."
  3. Select: "Star it," "Apply the label" (create a new one, e.g. 📝 Self Memo), "Never mark as important."
  4. Check the box "Also apply filter to N matching conversations."
  5. All past and future self-addressed memos are now auto-starred and labeled.
💡 Add finer categories

Add sub-labels for use cases (e.g. 📝 Self Memo/Idea, 📝 Self Memo/Task). Then auto-sort by including a keyword in the subject or first line, with filter conditions like subject:[Idea] or has:"##task". Memos route themselves at send time.

2. Extract with search operators

Once memos are accumulated, Gmail's search operators extract exactly what you need. Six operators cover almost all use cases.

from:simplememofast.com
Filter by sender domain. The foundation.
label:self-memo
Filter by your custom label. Combine with is:starred for starred-only memos.
after:2026/05/01 before:2026/05/31
Date range filter. Essential for weekly and monthly reviews.
subject:アイデア / "keyword"
Subject keywords or exact-phrase body match (with quotes).
-in:trash -in:spam
Exclude trash and spam folders — useful when search results get noisy.
has:attachment
Memos with attachments only (useful if you send images from the share sheet).
💡 Combined query examples

from:simplememofast.com label:self-memo after:2026/05/01 subject:idea
→ Memos with "idea" in subject since May 2026.

from:simplememofast.com -label:processed
→ Only memos you haven't reviewed (pair with a manually-applied "processed" label).

3. Let AI do the sorting (as of 2026)

"Capture loosely, sort with AI later" finally works in practice. Three options at production-ready quality as of 2026:

🤖 Gemini in Gmail
Open the Gemini side panel inside Gmail and ask natural-language questions like "From my 📝 Self Memo label, pull out everything that looks like a task for this week" or "Summarize last week's reading-related memos." Available on Google Workspace Personal and Business. Gemini for details.
🍎 Apple Intelligence
iOS 18+ Mail.app exposes "Priority email," "Summarize," and "Smart Reply" features. Available on Apple Intelligence-capable devices (iPhone 15 Pro and later). Since most processing happens on-device, this is the lowest-friction option if you want minimal external data sharing.
💬 Hand off to ChatGPT manually
Copy a label's worth of memos out of Gmail and paste them into ChatGPT / Claude with a prompt like "Group these by category," "Sort by urgency," or "Extract only the actionable items." More manual, but you get to pick the model and the prompt.
💡 The design principle

The principle: don't ask the person capturing a memo to also decide its category in that same moment. Let AI do the classification later; let the human focus on "write what's in your head right now." It's the same friction-cut Captio made — restated for the AI era.

4. Weekly review template

A weekly 30-minute review prevents accumulation overload. This is the GTD (Getting Things Done) Inbox Zero principle adapted to a mail-first workflow.

  1. Filter: in Gmail, run label:self-memo after:Monday-this-week.
  2. Classify: open each memo and route it to one of three destinations:
    Action (do this week) → move to your task manager or keep starred
    Reference (revisit later) → add a "processed" label and archive
    Trash (not needed) → delete
  3. AI summary (optional): ask Gemini or Apple Intelligence to "summarize this week's memos" for retrospective notes.
  4. Carry-over: anything you didn't process this week keeps its star and rolls into next week's review.
💡 If 30 minutes feels long

Start with just "have Gemini summarize this week's memos." Skip classification entirely the first few weeks. The habit of knowing what you wrote down is more valuable than a perfect GTD setup — and easier to sustain.

5. FAQ

My old memos don't show up in Gmail search
Gmail search excludes Trash and Spam by default. If from:simplememofast.com alone doesn't surface them, try in:anywhere from:simplememofast.com or check the "All Mail" folder.
Can I do the same on the iPhone Mail.app?
iOS Mail.app doesn't have Gmail-equivalent automatic filtering, but VIP designation + mail rules give you similar behavior. iOS 18+ adds Apple Intelligence "Priority email" classification, which makes a fully iPhone-native workflow viable. If you set up the Gmail filter once in the web UI, the label classification carries through to the iPhone Mail.app automatically.
When should I archive vs delete a memo?
When in doubt, archive. Gmail's 15GB Google-account quota easily holds 10,000 text memos in a few MB. Keeping everything searchable is dramatically more useful than aggressively trashing things — "wait, I wrote about that, where is it?" is the moment archives pay off. Only delete obvious mistakes, duplicates, or test memos.
I want my memos in Obsidian or Notion
A weekly batch export from Gmail works well. Use "select label → top-right 3-dot menu → forward or Google Takeout" to get a .mbox file, then import it into Obsidian or Notion. For near-real-time, Zapier or Make can pipe matching Gmail messages into either tool.
I don't want AI providers to see my memos
Apple Intelligence runs primarily on-device, and even its Private Cloud Compute calls don't retain data on Apple servers. Gmail + Gemini does send data to Google, so for sensitive memos, either stay on-device or rely on manual organization with search operators only. Simple Memo itself never stores memo text on the server (it's wiped from server memory once the send completes). See our Privacy Policy for details.
Start with the capture side
Organization can wait until things accumulate. Feel the capture speed first — the app is free to download.
Download on the App Store

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