Keep track of things, not just notes.

Not a paragraph that goes stale. A record that keeps up with you.

Mention your train fare, the book you just finished, the supplier you called — and 1Presence recognises the shape of it. This is not a paragraph; it is a list you will come back to. So instead of burying it in prose, it offers to keep it as a living record: one you can add a line to any time, look something up in, and watch grow.

And it understands what each column actually is. An amount of money, a date, a web link, an email address, a phone number, a rating out of ten, a set of tags — each is kept as what it is, so a list of suppliers shows their sites as links you can click, their spend totalled properly, and their phone numbers tidied into one clean, tap-to-call form. Never flat text pretending to be data.

Most lists worth keeping already exist somewhere — a spreadsheet you have tended for years, a statement you just downloaded, an export from a tool you are leaving. Point 1Presence at the file and it turns the whole thing into a living record in one step, reading every row in for you with nothing to retype, however large the file. If the columns are not obvious it checks the headings with you first; otherwise it just does it. Your original file is left exactly as it was.

And when you download a fresh export later that overlaps the old one, it folds the new file in rather than starting over — recognising the rows you already have, updating any that changed, and adding only what is new. No duplicates, nothing lost, no afternoon spent reconciling two versions of the truth.

Some records are research — built up from a dozen sources before a call or a decision, where what matters is not just the figure but where it came from and whether you have actually checked it. For those, 1Presence keeps a record that remembers, for every fact, its source and how confident it is — and marks what is still unconfirmed against what you have verified.

So a prospect’s revenue can sit there as “around £1.2m, from their annual report, not yet confirmed” — and the moment you have checked it on a call, you say so and it graduates to confirmed, the figure intact, the history kept. Your homework stops living in your head.

And when one thing owns many — an organisation and its people, a project and its tasks — it keeps them as linked records rather than a tangle, so you can move from the overview to any single one and back without losing your place.

Sometimes each thing deserves its own page — a file for every lead, client or candidate, sitting right alongside the notes and emails you keep about them. Ask for “a page for each lead in my Sales folder” and that is what you get: a folder per record, each with its own page, while one tidy list quietly keeps the overview and the totals underneath.

It also means you can hand a helper just one of those pages — someone who keeps only the Acme account up to date, able to change that one record and nothing else.

A record is data, but it does not have to look like a spreadsheet. Each kind of thing arrives dressed as itself: a reading list as a warm shelf of book-spines, a watchlist as a strip of film, a flight as a boarding pass, a habit as a glowing streak. Every kind gets its own quiet icon, texture and colour, with its headline number built right in — so you know what you are looking at before you have read a word.

Prefer a tidy, labelled band across the top of each instead? A single toggle switches every panel over. The character is there when you want it and steps aside when you do not.

Because a record is kept properly, it keeps paying off. Add a few entries and ask to see it, and the same record becomes a dashboard you keep — your spending by month, your reading by status, how much of your research is confirmed — that simply redraws itself as you add more. A dashboard can even keep the whole record beside it as a searchable list, so working through a call sheet or a client roster never means leaving the page.

A record can drive your automations, too. Set up a job that runs for one of your records — a brief for a client, a workup on a lead — and when you run it, 1Presence asks which one, letting you pick from a searchable list of your actual records rather than a blank box. Put the job on a schedule and you choose the subject once; every run after that quietly knows exactly who or what it is for.

And it knows when not to keep a copy. Anything that already lives in a connected account — your contacts, your calendar, your training — is read live from the source instead, so nothing you keep can drift out of date against the tool that owns it.