The most frustrating thing about working with a new analyst is the first three months — you spend half your time explaining that FY runs July to June, that “lapsed donor” means no gift in 18 months (not 12, whatever the textbook says), and that the 2019 spreadsheet is a cursed object that nobody should join to anything. Memories are how Filly skips that onboarding period and walks into every conversation already knowing your business.
How Memories Work
As you chat, Filly quietly takes notes — your terminology, the way you define a metric, the chart types you keep asking for, the data caveats that matter, the names you give your programs. Those notes get saved as small Markdown files attached to your organisation. At the start of every new conversation, Filly reads them before doing anything else, so the context is loaded the moment you open the chat.
Memories are organisation-wide. When a colleague teaches Filly that “MRR” in your account means recurring giving (not SaaS revenue), every other person on your team benefits from that correction the next time they ask a question. No more “well, Sarah’s report says X, but mine says Y.”
What Filly Remembers
- Glossary & terminology: what your team means by “member” vs “donor”, whether “active” excludes lapsed givers, whether “campaign” refers to the appeal or the channel.
- Metric definitions: your retention window, how lifetime value is calculated, what counts as a one-off gift vs the first instalment of a recurring one.
- Caveats about your data: tables that aren’t reliable, the year the CRM migration happened, donors tagged “corporate” that should be excluded from individual giving reports.
- Preferences: line charts over pie charts, AUD not USD, financial year not calendar year, always compare to the same period last year.
- Organisational shorthand: that “the Christmas Appeal” is internally called “Project Tinsel”, or that your “environment program” actually covers three sub-programs that need to be reported on separately.
Telling Filly What to Remember
Filly is good at picking up context on its own, but sometimes you want to be explicit. Just say so in the chat:
- “Remember that our financial year runs July to June.”
- “Remember that donors tagged ‘corporate’ should be excluded from all individual giving reports.”
- “Remember that we count a donor as ‘lapsed’ after 18 months without a gift, not 12.”
- “Remember that the ‘EOFY 2024’ campaign was actually run as a spring appeal in 2024, not at end of financial year.”
Filly will write the memory immediately and confirm what was saved. Anything memorable from the rest of the conversation may get filed away too, without you having to ask.
Managing Your Memories
Click Memories in the sidebar (the brain icon) to see every memory file Filly has written for your organisation. Each one shows its file path and content. You can:
- Edit inline — click into the content, fix what’s wrong, save. The corrected version is what Filly reads next time.
- Delete — bin memories that are no longer true (the CRM migration is done, the program has wound up, the staff member has moved on).
- Review periodically — memories drift over time. Five minutes a quarter beats discovering Filly is still applying last year’s metric definitions to this year’s board report.
Memories vs App Context
Memories are organisation-wide and apply to every conversation. They live in the Memories page. Separately, each connected app has an Additional context field on its configuration page — that’s the right place for notes specific to a single data source, like “this Google Sheet is the legacy 2019 donor data, don’t join it to the Salesforce contacts table” or “the ‘amount_aud’ column on Stripe is the only one in our actual currency, ignore ‘amount’.”
Rule of thumb: if the note is about your business, it’s a memory. If it’s about a specific account or dataset, it belongs in that app’s Additional context.
Why It Matters
Without memories, every conversation starts from zero. You spend the first three messages re-explaining your terminology, and you still get a chart in USD with a calendar-year breakdown. With memories, Filly opens each chat already knowing your business well enough to get the answer right on the first try — and gets sharper every week as your team feeds it the small corrections that would otherwise live only in someone’s head.