> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spott.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Best practices

> Four habits that make Spott work for you: tag everything, use tasks, centralise information, and lean on AI.

Spott rewards consistency. These four habits are what separate a workspace that
compounds in value from one that becomes a filing cabinet.

## 1. Tag everything, every time

Link candidates, jobs, companies, notes, and emails consistently. This keeps information
connected, improves reporting, and lets the AI deliver smarter, more accurate insights.

<Warning>
  Spott's AI can only use a note as context once it is linked to a record. An unlinked
  note is effectively invisible to the AI.
</Warning>

<Card title="Adding notes" icon="note-sticky" href="/docs/notes/adding-notes">
  How linking works, and what gets tagged automatically.
</Card>

## 2. Use tasks to drive accountability

Never let candidates or clients slip through the cracks. Assign and track tasks to ensure
timely follow-ups and shared ownership across the team.

<Card title="Tasks" icon="list-check" href="/docs/tasks/tasks">
  Manual tasks, automated tasks, and where they surface.
</Card>

## 3. Centralise all information

Keep communications, notes, and documents in Spott. The more context in one place, the
less time spent switching tools, and the better your decisions and AI results.

<CardGroup cols={2}>
  <Card title="Inbox" icon="inbox" href="/docs/inbox/inbox">
    Sync your mail so conversations land on the record.
  </Card>

  <Card title="Note Taker" icon="microphone" href="/docs/notes/note-taker">
    Capture calls and meetings without typing.
  </Card>
</CardGroup>

## 4. Leverage AI to work smarter

Move beyond manual filtering.

* **Ask AI** for fast, structured candidate insights.
* **AI search** to surface stronger matches using notes, emails, and more.

<Card title="AI in Spott" icon="wand-magic-sparkles" href="/docs/get-started/ai-in-spott">
  Everything the AI does, and what it reads to do it.
</Card>

<Card title="Next: getting support" icon="arrow-right" href="/docs/onboarding/support">
  Where to find answers, and how to reach the team.
</Card>
