Notes — capture ideas and link them to your work

Notes are a lightweight way to capture anything — meeting jottings, ideas, research, links — and keep them connected to your projects and contacts.

Creating a note

Click + New note in the Notes section, or ask the assistant:

• "Create a note about the investor pitch."
• "Add a note: call back the supplier by Wednesday."
• "Save this idea as a note."

Organising notes

Notes can be tagged and connected to projects, contacts, or tasks. The assistant automatically suggests a category based on the content when you save a note.

Use the search bar to find notes by keyword, or browse by tag and project.

AI features

Select any note and use the Summarise button to get a condensed version. The Suggest tags button offers relevant labels based on the content.

Ask the assistant to work with your notes:

• "Find my notes about the supplier."
• "What notes do I have on the Q3 launch?"
• "Summarise the note I wrote about the investor meeting."

Connecting notes to your knowledge base

Notes are indexed alongside your documents and meeting summaries. When you ask the assistant a question, it searches your notes too — so a thought you captured last month can resurface when it is relevant.

Attach a note to a project or contact by opening the note and using the Link option. It then appears in the project's Docs tab and the contact's Knowledge section.

Notes are small and quick to create. Write anything down — the assistant will organise it and make sure it is findable when you need it.