How Trustworthy Organizes Your Information

When you add information to Trustworthy, our goal is simple: help you spend less time organizing and more time understanding your information and putting it to work for you.

Trustworthy can automatically analyze documents, identify important details, suggest reminders, and recommend where information belongs. You remain in control of your account at every step.

Documents and files can be added in several ways, including:

• Dragging and dropping files to your homepage dashboard or using the + Add in your left navigation panel

• Scanning documents with the mobile app

• Forwarding files to Trustworthy by email or with Trustworthy's Chrome extension

• Importing information from connected services such as Gmail

When a document is received, Trustworthy will:

• Analyze the contents of the document

• Recommend where the document should be stored, including suggestions to create new pages when appropriate

• Identify important details such as policy numbers, renewal dates, or account information

• Generate a summary

• Suggest connections to people, properties, businesses, accounts, or other information already in your account for your review

• Suggest reminders

These suggestions are designed to save time and help keep your information organized.

Trustworthy combines your knowledge of your household with AI-powered assistance. AI can help surface details, identify connections, and suggest next steps, but only you know what is accurate, important, and relevant to your family.

When documents are added to Trustworthy, AI helps identify important details, generate summaries, suggest reminders, and recommend how information should be organized.

These suggestions are designed to save time and reduce manual work. You remain in control of your information and can review, edit, approve, or remove suggestions before they become part of your long-term organization system.

Newly added documents and files appear in your Inbox for review.

The Inbox gives you an opportunity to:

• Confirm document titles

• Review extracted details

• Review suggested connections

• Edit or remove information before approving it

• Review suggested reminders

Think of the Inbox as a final review step between document upload and long-term organization.

You can approve suggestions as-is or make changes before accepting.

If you're looking for something you've already added, there are several ways to find it.

The fastest option is usually Search if you need a single document or piece of information.

Search can help you locate documents, contacts, accounts, policies, properties, and other information across your account.

You can also ask Trustworthy questions in natural language, such as "When does my homeowners policy renew?" or "Show me my vehicle insurance documents." Trustworthy can help locate information stored in your account.

Files View provides a central location to browse documents regardless of where they are stored.

You can sort, filter, and search files to quickly find what you're looking for.

Documents are also organized into categories such as:

• Family

• Insurance

• Finance

• Property

• Legal

If you know the type of information you're looking for, navigating directly to the appropriate category may be the quickest approach.

Trustworthy's suggestions are just that... suggestions.

If something doesn't look right, you can:

• Edit document titles

• Update extracted details

• Change reminder dates

• Move documents to a different location

• Remove or archive information you do not want to keep or no longer need

Your edits always take priority over AI-generated suggestions.

Trustworthy may identify organizations, financial institutions, insurance companies, family members, or other entities while analyzing documents.

When this happens, Trustworthy will suggest related resources to help organize information and surface useful connections. You can review and approve these suggestions from your Inbox.

For example:

• An insurance card may create an insurance company contact

• A bank statement may create a financial institution contact

• A property document may connect to a property already stored in your account

These connections help Trustworthy answer questions and organize information more effectively.

You can edit or remove information that does not match your needs.

If you cannot find a document:

1. Check your Inbox to see if it is awaiting your review.

2. Search for the document name, company name, or keyword.

3. Look in Files view.

4. Review the appropriate category.

5. Check your Activity feed to confirm the document was successfully added.

In most cases, the document is still in your account but may not be where you expected to find it.

Trustworthy uses AI to help organize and understand your information, but you remain in control of your account.

You decide:

• What information to keep

• How information is organized

• Which reminders to create

• Which suggestions to accept or ignore

Trustworthy helps with the work. The final decisions are always yours.

• How do I move a document?

• How do I delete a document?

• How does Gmail sync work?

• How do I create or change a reminder?