# Sweep Guide

## What a Sweep Is

A sweep catches you up. When you ask {{productName}} to catch you up, it reads every surface you have connected — your inbox, your calendar, your contacts — compares them against what it already holds in memory, and shows you the gaps: action items with no to-do yet, calendar events it has not recorded, and people or facts it does not yet know. Nothing is written until you approve it.

A sweep proposes. It never writes on its own, and it never sends a message, an email, or an invite.

## Running a Sweep

Ask {{productName}} naturally:

- "Catch me up"
- "What did I miss?"
- "Morning sync"
- "Sweep"

A sweep runs only when you ask. There is no automatic or scheduled sweep.

## What a Sweep Reads

{{productName}} reads whichever surfaces you have connected:

- **Inbox** — recent mail, through whatever mail account is connected, looking for requests, commitments, and deadlines addressed to you.
- **Calendar** — upcoming events, looking for anything not yet on your {{productName}} calendar.
- **Contacts** — people and details not yet in your contacts.
- **Site captures** — enquiries and form completions from your published website, such as contact forms and e-signatures. These do not arrive in your inbox; they land in the site's own database, and {{productName}} reads the ones it has not brought in yet. Bookings made through a booking page are handled automatically and are not part of the sweep.

If only one surface is connected, {{productName}} sweeps that one. If several are connected, it sweeps all of them. If a surface cannot be read, {{productName}} skips it, tells you which one and why, and carries on with the rest, so a run never quietly leaves something out. If nothing is connected, {{productName}} says so and stops.

## What a Sweep Proposes

After reading, {{productName}} shows what is new, grouped by what it would create:

- **To-dos** for action items that have no task yet.
- **Calendar items** for events not yet recorded.
- **People and facts** for contacts and details it does not yet hold.

A site capture becomes one of these too: an enquiry becomes a new contact routed to whoever handles first contact, and a signature or completion becomes a note or a to-do. Each proposal says what it is, where it came from, and what it would create or change. You approve the ones you want. {{productName}} then creates each approved record through the skill that owns it, and confirms once it is saved. Anything you decline is dropped.

## Running It Again

Run a sweep a second time and it proposes nothing it already recorded on the first run, because those records are now in memory and it recognises them. A repeat sweep is quiet on purpose; that is the sign your graph is already up to date.

## Automatic email→graph sweep (opt-in)

The sweep above runs only when you ask, and it proposes rather than writes. There is a second, opt-in routine that runs on a schedule and writes on its own: the automatic email→graph sweep, set up through the `email-graph-sweep` skill. On each run it reads the new inbound mail on your mailbox, pulls out the organisations, people, and live jobs it finds, checks each against what {{productName}} already holds, saves the genuinely new ones, and then sends you a short report of what it read and saved.

Turning it on needs two things, and {{productName}} tells you which is missing if either is absent:

- **A connected mailbox.** The routine reads your mail, so a mail account (a standard IMAP mailbox, or a Microsoft 365 mailbox) must be connected. With no mailbox connected there is nothing to sweep, and {{productName}} says so instead of switching anything on.
- **A place to send the report.** The routine reports over a persistent channel, so you name the WhatsApp number or Telegram chat that receives it, and that destination must already be registered as an admin or account-manager. If it is not registered, {{productName}} tells you that rather than falling back to a silent run.

Two things to know before you switch it on:

- **It messages you on every run.** It is a report you receive each time, not a silent background job. If you want a quiet, always-on tidy-up of the graph instead, that is a different routine.
- **It is one-account, deliberate opt-in.** {{productName}} does not turn this on for you automatically, and it is held back from broad rollout for now while a safety fix for scheduled runs lands. Enable it for an account you are watching, not as a default.

Turn it off with the same skill: ask to stop the automatic email sweep and {{productName}} cancels the schedule, so no further runs fire.