Feature guide · Record search
Find the detail you remember without remembering where you saved it
· 3 min read · OperatorOS
You remember discussing the delivery handoff, but not whether the detail ended up in a visit note, a meeting transcript or a follow-up. Record search helps you look across several kinds of saved work in one place. It is useful for a manager returning to a question in their own store and for someone moving between locations.
These steps use Search & export in the live web companion for existing OperatorOS customers. You need records already saved to your account. This is text search, without generating a new AI analysis. Web-only signup and billing remain coming soon.
Begin with a distinctive word
Imagine a fictional manager, Sam, at Meadow Market. Sam remembers a conversation about changing the delivery handoff, but the date is unclear. Searching for “handoff” is a useful starting point because that word is likely to appear in the saved discussion.
The search matches text in the record fields it covers. It does not infer that two different phrases mean the same thing. If “delivery handoff” finds nothing, try “handoff” or another word you remember using rather than writing a long question.
Search across your saved work
- 1Sign in to the web companion with your existing OperatorOS account. In Work, choose Search & export.
- 2Enter a word or phrase in the search field. Leave Record type set to all to search the supported record types together.
- 3Review the matching record count and each result’s type, displayed date and title. Narrow Record type to visit, commitment, meeting or note when that helps.
- 4Open the relevant result to continue reviewing it. Meeting and commitment results take you to their respective lists; note results take you to Locations. Use the detail you found to identify the right record there.
For Sam, the first useful match may be a commitment whose description mentions the handoff. The matching text can also be in supported notes, transcript or summary fields, even when the result card itself shows only the title.
Understand what the results cover
This page searches saved visits, commitments, meetings and notes. It is not a search of every record type or of your private conversations in other AI apps. Personal has its own search within its sections. A person’s name may match text in a work record, but this page does not search every People profile.
The displayed date depends on the record type. For a commitment it is the due date, so do not assume it is when the conversation happened. Check the underlying record before using a date in your next discussion.
If the page says some records could not load, treat the results as incomplete. An empty result is not evidence that a conversation never happened. Try a simpler term, check the relevant list directly, or return once the records load.
Use the result to ask a better question
Practical tip: use a short, distinctive term first, then narrow by record type. A location name helps only if that name is in the text being searched; choosing a location is not part of this page’s filter.
After Sam finds the agreement, the next conversation can start with the specific plan: “We discussed changing the handoff—what happened when you tried it?” The saved record supplies context, while the person supplies the current outcome.
The expected result is a shorter route back to useful evidence. You can spend less time reconstructing where you saved something and more time deciding what needs attention now.