How to Create Automated Workflows With Memories

NOAN’s new “memories” feature for the assistant is quickly becoming a user favorite—and for good reason. Memories let you set preferences and trigger custom workflows, making your assistant smarter and your business processes smoother. Here’s how you can use memories to automate tasks and supercharge your sales outreach (or any workflow) in NOAN.

What Are Memories in NOAN?

Memories are instructions or preferences you set for the NOAN assistant. For example, you might want the assistant to always reply succinctly. Once you set that as a memory, it will remember and respond that way every time.

But memories go beyond simple preferences—they can be used to create powerful, automated workflows triggered by keywords or phrases.

Step-by-Step: Building a Workflow with Memories

1. Set a Trigger Word and Workflow

Let’s say you want to automate your sales research before a product demo. You can teach the assistant a new workflow using a memory:

• Tell the assistant:
  “From now on, when I say the word ‘research’ and include a URL, search that URL, analyze their business model and brand, compare it to our ideal customer profile, and give me:
  • A 1–5 score for customer fit
  • A list of potential use cases for NOAN
  • Likely objections they might have”

The assistant will save this as a memory and be ready to act on it.

2. Test Your Workflow

Now, in a new conversation, simply type:

research riskcherry.com

The assistant will:

• Search the provided URL
• Analyze the business model and brand
• Reference your ideal customer profile fact
• Score the fit (1–5)
• List use cases and likely objections

You’ll get a concise, actionable summary—perfect for prepping before a sales call.

3. Refine and Expand

If you notice the assistant referencing outdated facts or including irrelevant info, just update your facts or tweak the memory. NOAN’s assistant will adapt instantly.

Why This Is Powerful

• Instant Research: Drop in a URL, get a tailored analysis in seconds.
• Consistent Process: Every time you use your trigger word, the assistant follows your workflow—no missed steps.
• Customizable: Build workflows for sales, onboarding, content creation, or any repeatable process.
• Stack Integration: Imagine this paired with your calendar—when a meeting is booked, your research is ready before you even open your laptop.

Example Use Case: B2B Sales Outreach

If you’re working in B2B, this workflow is a game-changer. Before every call, just type “research” and the prospect’s website. Instantly, you’ll have a tailored overview, use cases, and objections—no manual prep required.

Final Thoughts

NOAN’s memories feature isn’t just about making the assistant more “you”—it’s about building repeatable, automated workflows that save you time and make your business smarter. Try setting up your own memory-triggered workflow today and see how much more you can get done.

Steal this workflow, make it your own, and let NOAN do the heavy lifting.

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