Every Small Biz Owner needs to try Shift + Charli. Two productivity apps, a match made in heaven.

At what point did you realize your digital life had become a source of stress?

Maybe it was when you started averaging 17 open browser tabs, at any given time.

Perhaps it was when you went searching in your maxed out Google Drive to try to find a doc you shared with someone…or did they share it with you?

Or maybe, it was when you got logged out of your go-to app and realized your browser had failed to save your password.

Whatever the moment was, you’re not alone. More and more people feel overwhelmed by the digital clutter they’re faced with on a daily basis. It’s a huge annoyance to struggle with multiple inboxes, disorganized drives, and apps that never seem to keep you signed in. From documents saved locally and in the cloud, to notifications that won’t stop buzzing, it’s no wonder people spend 60% of their working day doing admin tasks, and 19% of their time simply looking for information.

That’s why we decided it was time for Charli and Shift to meet. Turns out, they became BFFs. Together, these two apps are the latest powerhouse pair that will help you find a better way.

Meet Shift: The workstation for productive people

In case you’re new to the scene, Shift is a desktop app for streamlining your accounts, apps, and workflows. It’s for people who are tired of switching between accounts and logging in/out, and who want to organize their digital work/life/play space. Shift lets you:

  • Connect all of your email accounts + your favorite web apps and tools to Shift. Then, customize your workstation so it’s just right.
  • Add the apps you use most to Shift, and put an end to the logging in, logging out nightmare.
  • Create and share focused Workspaces with mission-critical tabs, bookmarks, and apps for you, or your team.
  • Toggle between multiple Gmail, Outlook & Office 365 accounts without the hassle, as well as add your favorite extensions.

Add Charli to the mix

Charli is a smart content assistant that uses AI to get you organized. Simply send stuff to Charli and, just like an IRL assistant, it will organize it into auto-generated folder structures and make it easy to find and share. Part workflow automation, part organization wizard, and part AI search engine, with Charli, you can:

  • Keep track of all your content and digital “stuff” for work and life.
  • Tag, file, retrieve and organize important documents.
  • Manage tasks, get reminders, and schedule meetings.
  • Declutter your mind, your inbox, your desktop, and your desk.

Truly, a match made in digital heaven

Together, Shift + Charli lets you find your ultimate digital zen. If you crave an organized workspace where all your documents are in the right place, and all your productivity tools are in one place, this is definitely the duo for you. With Shift + Charli, you can cut down on distractions, put an end to multiple inbox/drive challenges, and automate your content organization.

Let’s see how Chris, an #IRL finance consultant, is using Shift + Charli to manage his client workload.

How Chris is Shift + Charli to supercharge his small business

 

Now, he uses Shift for quick access to his five+ inboxes, and Charli to organize the content within each of his corresponding Google Drives. He’s also found other time-saving shortcuts, like connecting his favorite apps and extensions in Shift and using Charli’s content canvas to share important documents with his clients.

Chris is a finance consultant who supports four business clients. He describes himself as “finance ops on-demand” and offers a range of services from accounting, to financial strategy, to business development.

Chris had a problem. Like many solopreneurs, he was struggling with “energy vampire” tasks. For him, that meant switching back and forth between his four client-related inboxes, plus his business and personal inboxes, to manage his work life and home life. Being a financial consultant also meant dealing with large volumes of paperwork, receipts, invoices, and spreadsheets. He was feeling overwhelmed with the daunting task of keeping everything organized.

That’s when Chris decided to try Shift + Charli. Now, he uses Shift for quick access to his five+ inboxes, and Charli to organize the content within each of his corresponding Google Drives. He’s also found other time-saving shortcuts, like connecting his favorite apps and extensions in Shift and using Charli’s content canvas to share important documents with his clients.

Chris reports that he now spends less time flipping between tabs, and can sleep easier at night knowing his mission-critical documents are organized and easily findable.

Other ways you can use Shift + Charli together

Chris’s story is just one example. There are other ways people are using Shift + Charli together.

#1 To keep everything in one place, with less tab toggling. Shift is the “hub” where work gets done and Charli eliminates the need for you to manually organize your documents.

#2 To get a handle on multiple inboxes. Having different work and personal email accounts is great for keeping things separate, but it’s also a hassle to manage. Together, Shift + Charli bring your inboxes into one workstation and keep them ridiculously organized.

#3 To stop searching and start finding. With all of your content organized in one place, you can say goodbye to endless searching. Between Charli’s advanced “Find” capabilities, and Shift’s unified search function, you’ll never have to go on a wild goose chase again.

What people are saying

I wanted a way to flip quickly between my inboxes and the content I need to move things along either with vendors or mortgage brokers. Having information at my fingertips in Shift and Charli made it so much easier.

“For me, the best part of using Shift is that my key apps (like Mixpanel, Gmail, and Slack) are easier to access. Add Charli to the mix, and I’m even more productive and organized. I can easily switch between my work and personal Charli, making it always accessible and ready to go whenever I need to file or find a document..” – Joel

“I’ve been using Shift for a while to manage my inboxes but recently added Charli to my Shift workspace. I added both my ‘work’ and ‘personal’ Charli to help me manage a lot of inbound content. I’m in the process of doing a few paperwork-heavy tasks in my personal life: buying a home and planning a wedding. I wanted a way to flip quickly between my inboxes and the content I need to move things along either with vendors or mortgage brokers. Having information at my fingertips in Shift and Charli made it so much easier. Way less flipping between tabs and scrambling to find content in my inbox or drive. I simply used the ‘find’ feature in Charli.” – Sandy

What the future holds for Shift + Charli

With Shift + Charli at your side, you’ll gain a competitive advantage. Plus, it doesn’t stop there. Here’s what’s on the horizon for users:

  • Charli’s Chrome extension will soon be available in Shift.
  • Shift 7.0 is launching soon and it’s all about speed! Find your documents in Charli even faster within your Shift browser
  • Global bookmarks are coming to the Shift browser.

Want to learn more about Charli and Shift, watch the joint webinar.

Ready to get started? Try Shift for free + try Charli for free today.