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Import Memory from Other Tools

If you've been using another AI assistant — ChatGPT, Gemini, Claude, or any tool with a memory feature — you don't have to start from scratch with Ordify. You can export what your current assistant has learned about you and paste it directly into Ordify's Core Profile so your experience is personalized from day one.

Why import memory​

Building up a profile from conversations takes time. If another AI already knows your role, preferences, writing style, and project context, importing that knowledge saves you from weeks of re-teaching. Your Ordify agents will immediately understand how you work, what you care about, and how you want responses formatted.

How it works​

  1. Export — ask your current AI to list everything it knows about you
  2. Paste — copy the output into your Core Profile in Ordify Settings

No API integration, file upload, or reformatting required — it's a copy-and-paste workflow.

Step 1: Export from your current AI​

Open a conversation with the AI assistant you want to export from and paste the following prompt:

I want to save a complete record of what you've learned about me. List every
personal preference, project detail, and behavioral instruction you have stored
in your memory.

Provide the full details as a structured list inside a single code block.
Organize them into these categories:

1. Profile — my role, job title, company, location, timezone
2. Preferences — how I want you to respond (length, format, tone, language)
3. Behavior — my work habits, routines, recurring patterns
4. Style — my writing tone, formatting habits, vocabulary choices
5. Knowledge — my areas of expertise, technical skills, certifications
6. Workflow — processes I follow repeatedly, checklists, standard procedures
7. Projects — current projects, goals, deadlines, collaborators
8. Organization — company details, team structure, tools, industry

Use bullet points under each category heading. Do not summarize or shorten
anything — include the full detail so I can use this to set up a new assistant.
If a category has no stored information, skip it.

This works with most AI assistants that have a memory or personalization feature, including:

  • ChatGPT — has explicit memory (viewable in Settings → Personalization → Memory)
  • Gemini — stores preferences and context across conversations
  • Claude — uses project-level instructions and conversation context
  • Copilot — stores preferences through conversation history
  • Custom GPTs — may store instructions and context in their configuration
tip

Some assistants may not surface all stored information in a single response. If the output looks incomplete, try follow-up prompts:

  • "Are there any other preferences or instructions you have stored about me?"
  • "List any project-specific details, deadlines, or team members you remember."
  • "What do you know about my company, our tech stack, and our processes?"

Example output​

Your current AI might return something like this:

Profile:
- Director of Operations at Greenfield Supply Co.
- Based in Austin, TX — Central Time
- Reports to the COO
- Manages a team of 8 across logistics and procurement

Preferences:
- Prefers concise responses, ideally under 200 words
- Wants bullet points over paragraphs
- Asks for action items at the end of every summary
- Prefers tables when comparing options

Style:
- Professional but conversational tone
- No emojis in work documents
- Uses "the team" instead of individual names in external communication

Knowledge:
- Strong background in supply chain management and vendor negotiation
- Comfortable with Excel, Looker, and basic SQL
- Six Sigma Green Belt certified

Behavior:
- Reviews weekly KPI dashboard every Monday morning
- Blocks two hours on Fridays for process improvement work

Workflow:
- Purchase orders over $10k require VP approval before submission
- New vendor onboarding follows a three-step checklist: compliance check, sample order, 90-day review
- Quarterly business reviews with top 10 vendors

Projects:
- Migrating from spreadsheet-based inventory tracking to NetSuite (target go-live: August)
- Rolling out a new returns processing workflow for the Dallas warehouse
- Building a vendor scorecard template for the procurement team

Organization:
- Greenfield Supply Co. is a mid-size wholesale distributor — 350 employees across 4 locations
- Headquarters in Austin, TX with warehouses in Dallas, Atlanta, and Columbus
- Uses Slack, Google Workspace, NetSuite, and Monday.com
- Fiscal year runs January to December
- Currently in a cost-reduction initiative — all new tool purchases need CFO sign-off

Review the output and remove anything you don't want Ordify to know. Keep what's useful, delete what's outdated or irrelevant.

Step 2: Paste into Ordify​

User profile​

  1. Click on your profile and the gear icon to open Settings
  2. Select the Memory tab
  3. Paste the exported text into the text area
  4. Click Save Changes

Organization profile​

If the export contains company-level facts (team structure, tools, processes), you can paste those separately into the organization profile:

  1. Navigate to Organization Settings
  2. Select the Memory tab (admin-only)
  3. Paste the organization-level facts into the text area
  4. Click Save Changes

Your agents will use this profile immediately in every new conversation. Over time, Ordify will continue learning from your conversations and refine the profile automatically.

Tips for a clean import​

  • One fact per bullet. Write "Based in Austin, TX" and "Central Time" as separate bullets rather than combining them.
  • Be specific. "Prefers concise answers" is good. "Prefers concise answers under 200 words, in bullet-point format" is better.
  • Skip stale facts. Don't import project deadlines that have already passed or tools you no longer use. Keep the profile current.
  • Review after a week. After a few conversations, check your Core Profile in Settings → Memory. Ordify may have added new facts or refined what you imported. Clean up any duplicates.

Importing for your team​

If you're an admin setting up Ordify for a team:

  1. Export your own memory first as a test run — verify it works
  2. Share the export prompt with your team so they can each export from their own AI tools
  3. Collect organization-level facts from the exports and consolidate them into a single organization profile
  4. Paste the organization profile in Organization Settings → Memory
  5. Have each team member paste their personal profile in their own Settings → Memory

This way your entire team is up and running with personalized agents from day one.

What's next​

  • Memory — understand how Ordify's memory system works, including automatic extraction and confidence scoring
  • What is an agent — see how agents use your profile to personalize responses
  • Create an agent — build your first agent with your imported memory