Skip to main content

How to Use WorkBuddy

Your complete guide to reporting calls by voice, scanning business cards, tracking deals, and getting more selling done with WorkBuddy.

Quick Start Guide

Five steps from sign-in to selling smarter with WorkBuddy.

1

Sign In with Your Email

Open https://theworkbuddy.app/go in your browser or download the mobile app, then sign in with your email address and the one-time passcode (OTP) we send you.

2

Speak a Call Report

After a client meeting, tap record and speak a quick note. WorkBuddy writes a structured call report — discussion, objections, and next steps.

3

Scan a Business Card

Snap a photo of any business card and the contact is saved instantly — no typing names, numbers, or email addresses.

4

Research Before a Meeting

Ask WorkBuddy to research a company before you walk in. Get a quick briefing so you sound prepared from the first handshake.

5

Track Deals, Tasks & Visits

Manage your whole pipeline, follow-ups, and field visits in the app — by voice or tap. Everything stays in sync across mobile and desktop.

Ways to Capture Information

WorkBuddy understands multiple input formats. Use whatever's convenient in the app.

Text Message

Type or paste contact information in natural language

"Met John from Acme Corp at the conference. Email: john@acme.com, needs cloud services"

Paste Text

Paste an email, enquiry, or any text with contact details into the app

Pasted: Business inquiry with name, company, and contact details...

Voice Notes

Record a quick voice message describing the contact

0:12

Images

Send photos of business cards, emails, or documents

Business Card

How Your Data Flows

Your data is captured in the WorkBuddy app and stored securely on its own backend. You own your data, always — with one-tap Excel/CSV export.

You send info via the app
AI extracts data name, email, etc.
Saved in WorkBuddy call report & deal
Your Data, Your Control

Your business data remains customer-owned. Hosting can be WorkBuddy-managed or arranged on customer/private infrastructure under the commercial agreement. Export and portability options are governed by your plan.

Getting Around the App

WorkBuddy is a full app, not a command bot. Here's where everything lives — reach it by tap or just by asking.

Voice / Record

Tap the mic to log a call report or update a deal by speaking

Contacts

Browse and manage everyone you've captured or scanned

Deals / Pipeline

See every deal by stage, drag to advance, or update by voice

Tasks & Follow-ups

All your reminders and next steps, with nudges at the right time

Visits

Log field visits with GPS location and review your visit history

Home & Export

Your dashboard, daily digest, and one-tap Excel/CSV export

Best Practices

Tips to get the most out of WorkBuddy

Do This

  • Include email addresses when you have them - they're the most reliable identifier
  • Mention the services or products they're interested in
  • Add context like where you met them or how they found you
  • Use voice notes when you're on the go - it's faster!
  • Update status regularly to keep your workflow accurate

Avoid This

  • Don't send just a phone number with no context
  • Don't use abbreviations that AI might misinterpret
  • Don't forget to confirm entries before they're saved
  • Don't share sensitive data like passwords or financial info
  • Don't send blurry or low-quality images of business cards

Things to Review

A quick quality checklist for voice notes, card scans, and AI-generated summaries

AI Accuracy

AI may occasionally misinterpret data. Always review before confirming.

Image Quality

Business card extraction works best with clear, well-lit photos.

Language Support

Works in English, Hindi, and Hinglish. Very mixed or heavily accented speech may have reduced accuracy.

Voice Note Length

Voice notes over 2 minutes may be partially processed.

Company Research

Pre-meeting research depends on publicly available information, so depth varies by company.

Offline Mode

WorkBuddy is offline-first — keep working with no signal and it auto-syncs once you're back online. AI processing of new voice notes resumes on reconnect.

Ready to Get Started?

Join field sales teams who report calls in seconds and never miss a follow-up with WorkBuddy.

Start Free