You do not need special words to find something in Armbrain. Ask the way you would ask a colleague who sat in every meeting.
Armbrain searches by meaning, not exact keywords. Ask about "ad spend" and it also finds notes that said "media budget" or "campaign costs". That matters, because nobody writes things down the same way twice, and your clients certainly do not.
Good first searches
Armbrain, what did we decide about the Harbor Dental Group website redesign?Armbrain, who are the key people at Tidewater Logistics?Armbrain, what campaigns have we run for Copperleaf Bakery Co.?
Make it sharper
- Name the client, or switch to it first, so the answer stays with one client.
- Add a person or a time: "what did Jordan say about the budget last month" beats "budget".
- Ask for the date and source, so you can see where each answer came from.
If a search comes back thin, that usually means the information was never saved, not that search failed. Read the search guide.