Notes
Notes
Don't start from scratch. Pick a template and get writing:
Meeting Notes — Structured format for agendas and action items
Call Summary — Quick capture for client conversations
Decision Record — Document choices and reasoning
Retrospective — Team reflection format
Checklist — Interactive task lists
Love a format you've created? Save it as a custom template and reuse it anytime.
Attach notes to any record in your workspace—clients, projects, deals, or any custom entity. Open a contact and see all related meeting notes right there. No more hunting through folders to find "that note about the Johnson account."
See your teammates' cursors as they type. Avatars show who's in the document, and changes appear instantly. No more emailing versions back and forth—everyone works in the same place.
Everything you need for beautiful documents:
Formatting — Headings, bold, italic, lists, quotes
Tables — Build and edit tables directly
Code blocks — Syntax highlighting for technical docs
Task lists — Interactive checkboxes
Media — Images, videos, GIFs, and links
@Mentions — Tag teammates to get their attention
Type slash commands like `/template meeting` for quick access to templates and formatting.
Share notes with anyone on your team:
Read-only — They can view but not edit
Editor — They can make changes
Admin — They can manage sharing and delete
Set expiration dates on share links when you need temporary access.
Full-text search across all your notes. Filter by who created it, when it was edited, or which record it's linked to.
Take your content anywhere:
PDF — For polished documents
Word — For editing in Microsoft Office
Markdown — For developers and portability
Plain text — For simplicity
The footer shows word count, reading time, and save status. See exactly when a note was created and last edited with relative timestamps.
Essential apps to get your team up and running.
5 apps includedComplete business management toolkit.
7 apps includedStay organized and visualize complex concepts for your studies.
5 apps included•
Fixed sidebar rail navigation to open the Notes page while keeping the companion panel in sync
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Initial release as installable app
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TipTap rich-text editor with full formatting support
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Real-time collaborative editing with Yjs
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Markdown support and rendering
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Document organization and folders
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Version history and restore
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Media embedding (images, videos, links)
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Code blocks with syntax highlighting
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Tables and task lists
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Full-text search across notes
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Export to PDF, markdown, and HTML
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Note: File storage and uploads stay in core platform
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