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Notes is a shared space where you and your Superagent keep the information you both work from. Your Superagent creates and updates notes as it learns about your work, and you can read them, edit them, and add notes of your own. Open Notes in the sidebar to see them.
To jump straight to this page, add /notes to the end of your Superagent’s web address, or bookmark the page.

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How notes work

Your Superagent organizes what it knows into notes by topic, such as your projects, the people you work with, or your travel plans. Notes link to each other, and each note shows the notes it connects to, so related information stays together. At the top of the list, the pinned For you note tracks your current priorities, anything that needs your attention, and your upcoming calendar items. When your Superagent references a note in chat, the note opens in a side panel beside the conversation, so you can read it without leaving the chat. You can open any note next to the chat or as a full page, and you can also attach notes to a message so your Superagent uses them as context.

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Reviewing your notes

Read through what your Superagent knows, starting from the For you note. To review your notes:
  1. Open your Superagent.
  2. Click Notes in the sidebar.
  3. Click a note to open it, or click the search icon to find one by name.

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Creating a note

Add your own notes alongside the ones your Superagent creates. To create a note:
  1. Open your Superagent.
  2. Click Notes in the sidebar.
  3. Click Add new note.
  4. Give the note a title, then type its content. Notes save automatically as you write.
  5. Press / or click the Add block button to add elements such as headings, lists, images, and tables.

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Keeping your notes up to date

Your Superagent keeps notes current as you chat with it. You can also refresh them from your connected data at any time. To refresh your notes:
  1. Open your Superagent.
  2. Click Notes in the sidebar.
  3. Click Update notes.
  4. Click Refresh data. Your Superagent reviews your available email, calendar, and conversation data and updates your notes.

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Managing a note

Duplicate, share, or delete a note from its More actions menu. The note’s row in the list has a quick menu for duplicating and deleting, and the open note has the full menu, including sharing. To manage a note:
  1. Open your Superagent.
  2. Click Notes in the sidebar.
  3. Open the note, then click the More actions icon at the top right.
  4. Do one of the following:
Select Duplicate to create a copy of the note.
Select Share to web, then click Share to web to confirm. Anyone with the link can read the note and its images, without signing in.Click Copy link to send the link to someone. To stop sharing, select Stop sharing from the same menu.
Notes can include personal details from your email, calendar, and conversations. Review a note before sharing it.
Select Delete, then confirm. Links to the note stop working, and this cannot be undone. The pinned For you note cannot be deleted.

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FAQs

Click a question below to learn more about notes.
Notes are documents you and your Superagent both read and edit, like a shared notebook. Memory is what your Superagent remembers behind the scenes to give better answers, such as saved facts and conversation context. Learn more in Creating a Superagent.
Notes are readable pages your Superagent writes and maintains for you. Files holds documents you upload for it to reference, and Data holds the structured records it stores in tables. All three are available from the sidebar.
Only you. Notes are part of your Superagent and stay private unless you share a specific note to the web, which makes that note public and leaves the rest private.
When your Superagent records a meeting, the notes and action items are saved to your notes library and emailed to you. Learn more in Recording your meetings.