3 AI Memory Workflows Every Non-Technical Founder Should Steal

If you’re a founder handling sales, marketing, and investor relations, you know the pain of context-switching, missed details, and endless admin. What if you could automate the prep, the prioritization, and the research—without needing to be a tech wizard?

Here are my three favorite NOAN “memory workflows” that have transformed how I work. They’re simple, powerful, and designed for founders who want to focus on growth, not grunt work.

1. Pre-Sales Call Research: Walk In Like You Own the Room

Ever scrambled to find the latest on a prospect minutes before a call? With NOAN, I use a memory workflow that does the heavy lifting:

• Scans the prospect’s website and LinkedIn for updates
• Summarizes their business model, recent news, and key players
• Flags likely objections and suggests talking points based on our ideal customer profile

Why it matters:
I show up to every call with a tailored, up-to-date brief—no more frantic Googling or awkward small talk. It’s like having a research assistant who never sleeps.

How to set up this workflow:

Just say 'Add a new memory that when I say 'research' and include a URL, search that URL, analyze their business model and brand, then compare to our Ideal Customer Profile. Provide a 1-5 score for customer fit, list potential use cases for our product, and outline likely objections to the product.'

2. Morning Brief: Emails & Tasks, Sorted Before Coffee

Inbox chaos is real. My “brief me” memory workflow cuts through the noise:

• Scans my inbox for real, people-sent emails (ignoring newsletters and spam)
• Summarizes key messages and highlights urgent requests from my network
• Automatically creates tasks for every priority or follow-up

Why it matters:
I start each day with a clear, actionable to-do list. No more missed opportunities or forgotten follow-ups—just clarity and control.

How to set up this workflow:

Connect your gmail to NOAN and then just say 'Add a new memory that whenever I say 'brief me', summarize the emails in my inbox from that day, highlighting at the top any emails from contacts in my network. Only summarize emails from real people, ignore automated emails and newsletters. For each priority or action item in those emails, create a task. The brief should include a summary of the day's people-sent emails, a list of priorities, and the tasks created.'

3. Investor Research: Pitch With Precision

Investor meetings are high-stakes. My investor research memory workflow ensures I’m always prepared:

• Analyzes the investor’s website and portfolio
• Summarizes their fund thesis, recent investments, and sector focus
• Scores our fit and outlines likely objections, so I can tailor my pitch

Why it matters:
I approach every investor conversation with confidence, ready to speak their language and address their concerns before they even ask.

How to set up this workflow:
Simply say 'Add a new memory that whenever I say 'investor check' search the url I provide, analyze the investor's website, create a summary of their fund, analyze their thesis where available, search their current portfolio and create an overview of the companies in it. Then score our company out of 5 as a fit for their fund and outline any objections they might have.'

Why These Workflows Work (Even If You’re Not Technical)

• No coding or setup required: Just tell NOAN what you want to remember or automate.
• Always on-brand and on-point: Every workflow is tailored to your business context.
• Saves hours every week: More time for strategy, less time on admin.

Ready to reclaim your time and focus on what matters?
If you want to see these workflows in action or set up your own, book a quick demo. You’ll be amazed at how much headspace and energy you’ll get back.