How to Use EchoPlan
Everything you need to know, section by section.
Recording Audio
- 1Go to the Transcribe page and make sure the Record tab is selected.
- 2Tap the microphone button to start recording.
- 3Speak clearly — describe tasks, appointments, meetings, or anything you need to remember.
- 4Tap Stop when done. Your audio is uploaded and transcribed automatically.
- 5You can pause and resume mid-recording if you need a moment.
Tip:Say things like "Remind me to call John tomorrow at 3pm" or "I have a dentist appointment on Friday at 2pm."
Uploading Audio Files
- 1On the Transcribe page, select the Upload tab.
- 2Tap or drag an audio/video file into the upload zone.
- 3Supported formats: MP3, WAV, M4A, OGG, WEBM (up to 25 MB).
- 4The file is transcribed exactly like a live recording.
Tip:Great for uploading voice memos recorded on your phone or another device.
Typing Text
- 1On the Transcribe page, select the Type tab.
- 2Type or paste any notes, meeting minutes, or reminders into the text box.
- 3Tap 'Process Text' — the AI will extract reminders and events just like it does from audio.
- 4Everything typed goes through the same AI pipeline as recorded audio.
Tip:Perfect for quickly jotting down notes from a meeting or pasting text from an email.
AI Extraction — Reminders & Events
- 1After transcription, tap "Extract Reminders & Events" to let AI analyze your transcript.
- 2The AI finds tasks (reminders) and time-based appointments (calendar events) automatically.
- 3It also suggests smart follow-up events you might not have thought of.
- 4Review each item — edit the title, date, or location inline before saving.
- 5Use the ✓ / ✗ buttons to accept or reject individual items, then tap "Save Selected".
Tip:You can edit any extracted field directly — just tap the title, date, or description to modify it.
Reminders
- 1The Reminders page lists all pending and completed tasks.
- 2Tap '+ Add Reminder' at the top to create a reminder manually — no recording needed.
- 3Tap the circle ○ next to any reminder to mark it done — a celebration effect plays!
- 4Use the effect picker in the top-right to choose your preferred animation.
- 5Tap the + icon on a reminder to export it to Apple Reminders or download an .ics file.
- 6Delete reminders with the trash icon.
Tip:Pull down anywhere on the page to refresh your reminders list.
Calendar
- 1The Calendar page shows all your events on a monthly grid.
- 2Tap '+ Add Event' to create a calendar event manually at any time.
- 3Tap any day to see events scheduled for that date.
- 4Tap the + icon on an event to add it to Google Calendar or Apple Calendar.
- 5Navigate months with the ‹ › arrows at the top.
- 6Delete events with the trash icon.
Tip:Events extracted from your transcripts automatically appear here the moment you save them.
Notes
- 1The Notes page lets you create freeform notes with a rich text editor.
- 2Tap '+ New Note' to start writing — add titles and formatted content.
- 3Notes are saved automatically and stored privately to your account.
- 4Use notes for anything that doesn't fit into a reminder or calendar event.
Tip:Notes support rich text formatting — bold, lists, headings, and more.
AI Assistant
- 1Tap 'Assistant' in the navigation to open the AI chat.
- 2Ask questions about how to use EchoPlan, get productivity tips, or brainstorm tasks.
- 3Your conversation history is saved so you can continue where you left off.
- 4The assistant is context-aware and knows about EchoPlan's features.
Tip:Try asking: 'What's the best way to organize my week with EchoPlan?'
Transcription History
- 1The History page saves every transcript you create, automatically titled by topic and date.
- 2AI generates a descriptive title for each transcript in the background.
- 3Tap a transcript to expand and read the full text.
- 4Delete old transcripts you no longer need.
Tip:Transcripts are saved the moment your audio or text finishes processing — no extra steps needed.
Pull to Refresh (Mobile)
- 1On any tab page, pull down from the top of the screen and release.
- 2A spinning indicator appears — release when it turns solid to trigger a refresh.
- 3All data on the current tab reloads from the server.
Tip:Works on iOS and Android after installing the app or using it in your mobile browser.