Getting started¶

The quickest path to a useful Maud is: sign up → register your house → connect Gmail → upload a couple of documents. Five minutes, end to end.

1. Sign up¶

Go to maud.fly.dev and choose:

• Continue with Google — fastest; uses your Google identity. The OAuth scope is "sign in only" — at this stage we don't read your inbox.
• Create one — username + password if you'd rather not use Google.

You'll land on the dashboard. It'll be mostly empty.

2. Register your first house¶

Click Add another house in the Houses section.

Use the address as the name (16 High Street, Standlake). The address is what your buyer's solicitor, your insurer, and HMRC all care about.

Once added, the house tile appears in the dashboard with a completeness bar at 0% and a "Tell us about this property" prompt. Click into it.

The 4-question setup ("freehold or leasehold?" etc.) takes about 30 seconds and tunes the Still to get list to your situation. Skip it if you don't want to bother — the list will be a little noisier (e.g. you'll see leasehold-only items even on a freehold) but everything still works.

3. Drop in a document¶

While you're new, the dashboard shows a Get documents in panel as the first thing on the page — onboarding scaffolding with three ways to ingest. From it, click Upload. Pick any document — a council tax bill, your gas safety certificate, your mortgage statement. You can also drag and drop multiple files onto the upload page at once and they'll be classified in parallel; each row shows its own progress and result so you can confirm or edit them as they finish.

Once you're set up — Gmail connected, an inbound forwarding address configured, or at least three documents filed — the panel graduates. It's replaced by a one-line dismissable pill that points you to the + Add dropdown in the header, and after you dismiss the pill the dashboard is clean. The + Add menu (Upload / Open Gmail Triage / Forward by email) is the persistent ingestion path from then on, so the rest of this guide describes both routes.

Maud will:

1. Open the file and read it (we use Claude Sonnet for this).
2. Suggest a topic, document type, provider, dates, and which property it belongs to.
3. Show you a confirmation page.

If we got it right, click Confirm. If we got something wrong, edit it — the correction helps us classify your future documents better.

4. Connect Gmail (optional, big win)¶

Most UK property documents arrive by email. The DocuSign confirmations, the council tax bills, the EPC, the management company demands — all there in your inbox.

Click Connect Gmail — in the Get documents in panel if you're still pre-graduation, or in the header + Add dropdown afterwards. You'll be redirected to Google to authorise read-only access (we never write to your inbox, never delete or move emails, and never read messages that don't have an attachment).

When you come back, Maud starts scanning in the background. Within 10–60 seconds you'll see a Triage badge appear in the top nav with the number of documents we found. (Connecting Gmail also counts as a graduation trigger, so the Get documents in panel will swap for the pill on your next dashboard render.)

Your dashboard also has a People section. Everyone whose documents you keep — you, a partner, the kids, a parent you help out — gets a spot: a quiet row of names while it's just you, growing into proper tiles with document counts once you add someone or file documents against them. + Add a person lives right there. When you file or confirm a document, a "Filed under" chip by the file preview shows whose records it lands in — click it to switch to anyone in the household, or add someone new from the same dropdown.

Tag suggestions are per-document: the ✨ chips on the confirm form are the AI's suggestions for this document only — and when one of your existing tags fits, the AI suggests it by name rather than inventing a synonym. Your other tags aren't paraded as chips just because they exist; they're a keystroke away in the tag box's autocomplete.

Each person's page also keeps their facts — date of birth, NI number, NHS number, passport number and expiry — so form-filling doesn't mean digging through scans. Add facts from the panel at the top of their page; these stay private to your household and are never sent to the AI.

Account settings live behind your name (top right) → Account settings: change your name (updates your tile and the top bar together), your email, your password, and find the household settings pages (invites, auto-suppressed senders). Changing your email sends a confirmation link to the new address — the change only applies once you click it (while signed in to the same account), so nobody can point your account at an inbox they don't own.

A note on sign-in protection: five failed password attempts in a row locks sign-in for that username from your network for an hour. If you signed up with Google, Sign in with Google keeps working throughout — it's only password attempts that are counted.

Inviting a partner happens from Account settings → Household invites. Each invite link is single-use, expires after 14 days, can optionally be locked to your partner's email address, and can be revoked from the same page any time before it's used — links are only created when you ask for one, so they never sit pre-baked in the page.

If you've invited a partner, they can connect their own Gmail too — independently of yours, from whichever surface their dashboard is showing. Findings from both inboxes flow into the same shared triage queue.

The Triage page groups them by lifecycle:

• Signed and final — DocuSign-style completed contracts and other definitive docs. Usually safe to Accept all.
• Needs your eye — anything that isn't unambiguous. Click each to confirm.
• Drafts — interim or unsigned versions; usually skip.
• Low signal — auto-flagged junk; mostly hidden by default.

Each accept files the document; dismiss removes it. You can come back to Triage any time.

5. Sweep /topic/home/¶

After you've accepted a few, visit the Home topic page from the navigation. It groups documents by property. Each property block has a Confirm all N as filed correctly button — sweep through, confirm what's right, Move anything that landed in the wrong block.

Once a block is confirmed it disappears from the queue. Re-runs of the Gmail scan only resurface property blocks for new documents to review.

6. Look at the completeness panel¶

Back on the property page, the Checklist tab is open by default. You'll see a list of every document a UK homeowner ought to keep — split by what you have, what you're missing, and what doesn't apply.

Click Why & how on any missing item for a one-paragraph explanation of what it is, why it matters, and where to get one.

The property and vehicle pages also have an inline Add documents to this house / vehicle dropzone — drop or pick files there and they're filed straight onto that specific named item, no confirm step. Useful when you've got a stack of docs you already know belong to one place.

That's it. As you upload more documents, more lights turn green. When you're ready to sell — you'll have a tidy pack.

7. Tag what cuts across¶

When the topic and house don't capture everything you want to remember about a document, add tags. Open any filed document — the Tags row sits below the dates.

You'll usually see a Suggested row above the Tags box, with two kinds of suggestion chip:

• ✨-marked chips — tags the AI thinks fit this document, proposed fresh.
• Plain chips — tags you already use elsewhere in the household, surfaced so you don't end up with kids, Kids, and KIDS as three separate tags.

Click any suggestion to apply it. Or type into the input and press Enter / comma to add your own. Tags are shared across your household, so one person's kids is the same as the other's.

Tags become filter chips on the per-property All documents tab and on the search page. Stack them — selecting two tags shows only documents that have both.

Confirmations¶

Destructive actions (Delete a property, Delete a document, Disconnect Gmail, Dismiss a finding) all open a small in-app modal asking you to confirm. Press Escape or click outside the dialog to cancel. The modal replaced the browser's native pop-up so the experience matches the rest of the app.