Notes

Some things don't belong in a property or a task: a call debrief, background research, the reasoning behind a decision. Notes are rich-text documents attached to a company, contact or deal — an emoji, a title and a body, readable and editable by everyone in the workspace.

They are not meeting notes, which live on calendar events and are usually written by a connected Notetakers.

Where to find notes

The Notes tab on any record, with a count in its header. Inside, two sub-tabs keep the types apart: Notes for those linked to this record (each card showing emoji, linked record, an "Edited …" timestamp, title and first line) and Meeting notes for calendar events involving this record that have notes, sorted by meeting time.

Order by sorts on Updated at or Created at, either direction.

Creating a note

Add note or New note in the Notes tab opens a side drawer, already linked to the record you are on, with a 🗒️ emoji you can change. Set a title (untitled ones are listed as "Untitled note"), write the body, and it saves as you type — there is no save button.

The chevrons move to the previous or next note on the record, Open in full page switches to the full-screen editor, and the trash button deletes after a confirmation.

The note editor

Type / for headings, lists and other blocks — and for your note templates, which are managed under Settings → Workspace → Templates in the Meeting notes group. Drag files in to attach them, and mention contacts and companies inline.

The full-page editor adds a Back to record button and an Actions menu with Delete note.

Linked records

A note can link to a company, a contact and a deal at once. Each link shows as a clickable pill on the card and in the drawer header. A note linked to nothing appears nowhere in the app, so always keep at least one link.

Notes from agents and chat

• Agents — the Add a note action (under "Manage activities") writes a note on a record you choose, with macros from earlier steps available in its content. Later steps can reach it as "Created Note". See Agents.

• Chat can find, create, edit and remove notes. See Chat.

Notes over MCP and the API

Assistants connected over MCP get the note tools:

• find_notes — search notes by title, linked company/contact/deal, or creation date.

• add_note — create a note. Requires a title, markdown content, and a link to at least one company, contact, or deal.

• edit_note — update a note's title, emoji, content, or linked records.

• remove_note / remove_notes — delete one or several notes by ID.

Notes are also available through the REST API under the Notes tag — see API.

Imported notes

Imports from HubSpot, Attio, Pipedrive and Affinity bring existing notes with them, linked to the matching records. See Data Import.