The first entry is the setup
There is no “create database” step. You mention the thing, and the record begins.
Tell 1Presence about something worth tracking and it recognises the shape: this is not a paragraph, it is a list you will come back to. It offers to keep it as a living record — and from then on, adding to it is just talking.
Starts the record with sensible typed columns — date, description, amount, category.
One new row, typed and totalled. The reply tells you where the month now stands.
Reads the record and answers with the actual figure, not a guess.
A record that will later arrive on screen as a shelf of book-spines.
Columns are typed — an amount of money is money, a date is a date, a link clicks, a phone number is tidied into one clean, tap-to-call form. That is what makes the totals right, the sorting sane, and the record worth keeping.
Import the one you already keep
Years of expenses in a spreadsheet? A statement you just downloaded? An export from a tool you are leaving? Point 1Presence at the file and the whole thing becomes a living record in one step.
- 1
Hand over the file
Attach it to the chat, or point at one already in your vault or Drive: "turn this spreadsheet into a record".
- 2
Confirm the columns — only if needed
If the headings are unclear it checks them with you first. Otherwise it just does it: every row read in, nothing retyped, however large the file. Your original is left exactly as it was.
- 3
Add to it by asking
From here it is the same living record as any other — "add today’s entry", "what does March look like?".
- 4
Re-import a fresh export any time
Download next month’s statement and hand it over. 1Presence folds it in rather than starting over — recognising rows you already have, updating any that changed, adding only what is new. No duplicates, nothing lost.
Keep the source with the fact
Some records are research — built up from a dozen sources before a call or a decision. For those, ask for a record that remembers, for each fact, where it came from and whether you have checked it. Unconfirmed facts are marked as such; when you verify one, say so and it graduates — the figure intact, the history kept.
A record where every fact carries its source and a confirmed / unconfirmed state.
Filed with source and confidence, visibly awaiting a check.
The fact graduates to confirmed; the source and the history stay.
An honest answer about the state of your homework.
When one thing owns many — an organisation and its people, a project and its tasks — ask for linked records and they stay connected rather than tangled: overview to any single one and back. And when each thing deserves its own page — a file per lead, sitting beside the notes and emails about them — ask for "a page for each lead in my Sales folder" and that is what you get, with one tidy list keeping the overview underneath.
From record to dashboard to routine
A record kept properly keeps paying off. Add a few entries and ask to see it — the same record becomes a dashboard that redraws itself as you add more, and can keep the whole searchable list right beside the charts. It arrives looking like what it is: a reading list as book-spines, a watchlist as film, a flight as a boarding pass, a habit as a streak — with a single toggle to a tidy labelled band if you prefer.
And a record can drive your automations. A job that runs for one of your records — a brief per client, a workup per lead — asks you to pick the subject from a searchable list of the real ones, so you can never name one that does not exist. Put it on a schedule and you pick once; every run after that knows.
Spend by month and category, drawn live from the record — one ask away from being saved and kept.
Picked from your actual client records; the choice carries through every step of the job.
Held, not written
A note is true the day you wrote it. A record keeps up.
Start it in a sentence or import the spreadsheet; add a line by asking; keep sources with facts; and the moment you want to see it, it is already a dashboard.
Common questions
Does importing change my original spreadsheet?
No. The file is read, never touched — it stays exactly where and as it was. The record is a new, living thing in your vault.
What happens if I import the same data twice?
It merges. Rows you already have are recognised, changed rows are updated, new rows are added. Re-importing a fresh export is the intended way to keep a record current from a tool that exports.
What kinds of values does a record understand?
Money (totalled properly), dates, web links, email addresses, phone numbers (tidied into one consistent, tap-to-call form), ratings, tags, and plain text. Each column is kept as what it is, which is why totals and sorting just work.
Should I keep my contacts or calendar as a record?
Usually not — anything that already lives in a connected account is read live from the source instead, so nothing you keep drifts out of date against the tool that owns it. Records shine for the lists nothing else owns: expenses, reading, leads, research, habits.
Can someone else update just one record?
Yes — with per-record pages, you can share a single record’s page with a helper who keeps only that one up to date, able to change it and nothing else. More on sharing.
Pick the list you keep in your head.
Say what you want to track — or hand over the spreadsheet — and let it become something that keeps up with you.
Records live in your vault as plain files: readable anywhere, exportable always, yours.