Contacts

The Contacts screen gives you a dedicated view to manage and navigate all your contacts inside Routine. It completes a core part of the productivity system by connecting the people you work with directly to your tasks, notes, meetings, and calendar — all in one place.

✍️ What Contacts do

With Contacts, you can:

• View a centralized, searchable list of all your contacts

• Open any contact to see their full profile

• View past meetings and interactions with that person

• Add rich notes directly on a contact's profile

• Create tasks linked to a contact that appear in your agenda

• Apply labels to organize contacts by context (Work, Client, Personal, etc.)

• Copy a link to any contact for quick reference

• Use contacts as part of your broader task and note workflows

Contacts are part of Routine's context graph — linked to events, tasks, and pages so relationships between people and work are always visible.

📞 How it works

Viewing contacts:

When you open the Contacts screen from the sidebar, you will see:

• A searchable list of all your contacts

• The total number of contacts in your workspace

• Individual contact entries you can click to open

Syncing contacts:

Routine syncs contacts automatically from your connected accounts:

1. Go to Settings → Integrations

2. Connect your Google account (or other supported contact sources)

3. Contacts sync automatically and stay up to date

Opening a contact:

Clicking a contact opens their full profile where you can:

• View their name, email, and profile details

• See past meetings you've had with them

• See tasks linked to that contact

• Add rich notes — text, checklists, references, and embedded content

• Create tasks directly from the contact's profile that appear in your agenda

• Apply labels to categorize the contact

• Copy a link to the contact using the ... menu or CMD/CTRL+SHIFT+L

🏷️ Organizing contacts with labels

Labels apply to contacts the same way they apply to tasks, events, and pages — giving you a consistent organizational system across your entire workspace.

• Apply a label like "Client", "Teammate", or "Investor" to any contact

• View all contacts with a specific label from the Labels screen

• Filter and sort contacts by label

🌐 Contacts in the context graph

Contacts are nodes in Routine's context graph, connected to:

• Events — contacts appear as participants in meetings automatically

• Tasks — tasks can be linked to a contact for context

• Pages — notes and pages can reference contacts inline using @

• AI — the assistant understands who your contacts are and can act on their behalf (e.g. "Send a follow-up email to John after today's meeting")

🗣️ Use cases

Contacts are especially useful for:

• Client management — keep notes, tasks, and meeting history for every client in one place

• Team coordination — quickly find a teammate and see shared meetings and tasks

• Networking — log notes from conversations and set follow-up tasks directly on a contact's profile

• Sales workflows — track interactions, link to deals or opportunities, and create follow-up tasks

• Personal relationships — set recurring reminders linked to people you want to stay in touch with

• AI-assisted outreach — ask the assistant to draft a follow-up based on your last meeting with a contact

Contacts ensure the people in your work life are as organized and actionable as your tasks and calendar.