CatchUp

Help

Short steps for each setup and feature. Stuck anywhere? Ask CatchUp in WhatsApp, or write to us.

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Getting started

Link your WhatsAppConnect CatchUp to your WhatsApp once: a code on your phone, or a QR on a laptop.

Connect your systems

Tally on your PCYour ledgers, bills, dues and stock from Tally, read every 15 minutes.EverShine on your PCParties, bills and dues from EverShine, read every 15 minutes.Google Sheets and DriveMake sheets, save reports in your Drive, and read the folders you choose.

Everyday use

Ask about anyoneWhere things stand with a person or a group, from the chat itself.Who is waiting on youPeople waiting for your reply, and talks that went quiet after your last message.Send a message through CatchUpIt shows you the message first, and sends only when you say send.RemindersReminded in your CatchUp group at the time you say, once or on repeat.A daily reportA group's summary in your CatchUp group, every day at the time you choose.Find anything in your chatsA file, a message or a payment, across the chats CatchUp reads, in any language.Your briefs, your wayMorning and evening briefs when you want them, and one any time with "brief".A group's members in ExcelNames and numbers of a WhatsApp group, as a sheet.A quotation as a PDFTell it the party, items and rates; get a PDF ready to forward.Dues from Tally or EverShineOnce your books are connected: who owes what, with the bills still open.

Messages and follow-ups

Message a whole groupCatchUp writes it for your group and posts it when you say send.One message to several peopleName them once: one message for all of them, sent on one send.Forward a file, photo or voice noteA bill, PDF, photo or voice note already in your chats, to a person or a group.Send a message laterYour text, photo or voice note goes at the time you say.One reply to everyone who wroteThe same reply, with each person's name, on one send.Message a number you have not savedA message to any mobile number, even one you never chatted with.Write a message in another languageThe message in the language you ask for, while CatchUp talks to you in yours.Instant reply alertsWhen someone you were waiting on replies, you hear at once, with a reply ready.Ask CatchUp inside any chatType @catchup and an instruction in any chat; it answers right there.Tick off your briefClose brief lines by number or in words, or reopen one.A reply written from your briefYour brief ends by offering to write one reply; say the word it gives.

Reminders, routines and lists

Your to-do listThings you have to do, kept as tasks; reminded only when you give a time.Daily jobs that run themselvesAn instruction CatchUp runs every day at a fixed time, posting the result.Shortcut wordsTeach a short phrase; typing it later runs the whole instruction.See and cancel what is setEvery timed message, repeat and routine, in one list.Ideas notebookA passing thought, kept so you can read it back later.Named listsSimple lists like gifts or suppliers to try, ticked off as you go.

Staff and team

Invite your staffEach staff member gets their own CatchUp, joined to your company through one link.Your staff's dayEach person's day in short: clients, promises, who waits on them, what they missed.Staff roles and targets (KRAs)Each person's role and targets, counted from their work chats.Sales targets from your booksEach person's sales and collection, from Tally or EverShine.Remind site groups that missed their reportA daily check that asks, in the groups you name, the ones that have not reported.Office attendance in a Google SheetOnly if you ask, your office's way: from the group where staff say they have arrived.Which site has not reportedThe groups that were active before and sent nothing today.

Money, Tally and EverShine

Find a billA bill with its items, quantities and rates.What rate an item went atAverage, lowest and highest rate, with the latest bills.Cash and bank balanceThe balance of cash in hand, a bank, a loan or a GST account.Party statement or ledgerA PDF or Excel you can forward: opening balance, bills, payments, closing balance.Who is overdue, and for how longCustomers by their oldest unpaid bill.Top customers and productsSales by party, product, day or month.Purchases and what you owe suppliersPurchase totals and supplier balances.Balance sheet, P&L and trial balanceMade from your books when you ask.A books report every dayA report from your books, sent as a file every day by itself.Stock from TallyClosing quantity and value of your items.Payment reminder with the amountA reminder to a party with their balance from your books.GST and quick sumsTotals, percentages and GST, worked out exactly.

Documents, photos and files

Read a bill, photo or PDFWhat a bill, photo or PDF says: party, number, total, or anything in it.A day of photos in one listMany order slips, bills or photos turned into one list or total.Long voice notes and audioWhat someone said in a voice note or audio file.Excel and Word files someone sentA sheet's rows or a Word file's text, read and answered from.A YouTube video in shortWhat a YouTube video says, from its captions.A PDF write-up or company profileA PDF from your chats, a recording or your own words.An Excel from your chatsAn Excel or CSV built from what is in your chats.Poster or festival greetingAn offer poster, flyer or greeting image from your words.Record a meetingRecord a meeting, or a call on speaker; the summary comes to WhatsApp.Find any file CatchUp madeEvery PDF, Excel and picture CatchUp made, in one place.

Google Sheets, Drive and Gmail

Add or change rows in your Google SheetRows added, cells changed or a tab added, in your own sheet.Totals from your sheetA column totalled, or totalled by party, item or month.Find a file in your Drive folderA shared Drive folder searched, folders inside it too, and the file read.Read your GmailYour mails, found and read when you ask.Read a mail's attachmentA PDF, Excel, CSV or photo attached to a mail.Reply to a mail or write oneA mail written in your words, from your Gmail.Email a file from WhatsAppA file from your chats, or a report CatchUp made, attached to a mail.

Groups and contacts

Make or change a WhatsApp groupA group made from a list, people added or removed, or a group renamed.Save a contact's nameA name for a number, used in briefs and summaries.Your groups and chats, countedHow many groups, contacts and unknown numbers; every group listed.Who is in a groupA group's members, their numbers and admins, and who is quiet.All your contacts in ExcelEvery saved contact, with name and number, in one sheet.A daily message in a groupThe same message posted in a group every day or every week at your time.A message to each member personallyEach member of a group gets it in their own chat.Read a WhatsApp channelThe posts of a channel you follow, with what you want pulled out.

Sales and enquiries

Message a list of customers or candidatesOne message, with each person's name, to the numbers you give.Automatic reply to new enquiriesWhen someone sends a certain kind of message, CatchUp replies as you, or asks you first.Today's orders from all chatsThe day's messages and photos read, and the orders listed by party.Who said yes to your messageAfter a message to many people: who said yes, no, asked something, or did not reply.

Your assistant and settings

Your language, typed or by voiceWrite or speak in your language: Hindi, Hinglish, English, Gujarati, Marathi, Punjabi or another; it answers in the same.Your name and your businessWhat to call you and what your business does, so your chats are read knowing who you deal with.Remember, change or forgetA fact or preference kept, changed or forgotten.Bring what ChatGPT or Claude knows about youOne paste brings their memory of you into CatchUp.Choose which chats CatchUp readsA chat turned off or back on, from WhatsApp.Pause CatchUp, or stop the tipsStop all replies for a while, or only the first-week tips.What can CatchUp do for me?An answer from your own chats and business.Look something up on the webA current fact, searched on the internet.Talk to CatchUp from your laptopYour CatchUp group in the browser.Install the app and switch accountsCatchUp as an app on your phone or laptop, and several numbers on one device.