Taking notes with your Superagent

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.

---

​

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 also attach notes to a message so your Superagent uses them as context.

---

​

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.

---

​

Creating a note

Add your own notes alongside the ones your Superagent creates. Write one from scratch, or keep something your Superagent has already told you.

​

Writing a note yourself

Start a blank note and build it out with the elements you need. 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.

​

Saving part of a conversation

Keep something your Superagent said without retyping it. To save a selection as a note:

1. In your Superagent conversation, highlight the text you want to keep.
2. Click Add note.
3. In Add to note, click Create note, or search for an existing note and select it to add the text there.
4. Click View note in the confirmation to open it.

Everything you save from the same conversation goes into one note, so highlighting another passage later adds to that note instead of starting a new one.

---

​

Adding a kanban board to a note

A note can hold a live kanban board, so you can track work in the same place you and your Superagent keep everything else. A board is text underneath, where each column is a heading and each card is a list item, so you can build it visually or write it out. To add a board:

1. Open the note, then click in its body where you want the board.
2. Press / or click the Add block button, then select Kanban board. The board starts with a Todo and a Done column.
3. Build it out:
   • Add a card: Click Add card in a column, then type the card text.
   • Add a column: Click Add column to the right of the board, or select Add column after from a column’s menu. A new column arrives titled New column with your cursor at the end of it, so clear that text before typing your own title.
   • Move a card: Drag it to another column, or select Move to from the card’s menu.
   • Rename or reorder a column: Select Rename column, Move left, or Move right from the column’s menu.
   • Remove something: Select Delete card or Delete column.
   • Edit it as text: Click Show raw text on the board, then Hide raw text to go back to the board.

A board also appears in a note you share to the web, laid out and ready to read.

---

​

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.

---

​

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:

---

​

Opening notes beside your chat

Open the notes panel yourself at any time, without waiting for your Superagent to reference a note. The panel docks beside your conversation, so you can read a note and keep chatting. To open notes beside your chat:

1. Open your Superagent.
2. Open a conversation, or click New conversation.
3. Click the Open notes icon at the top right.

---

​

FAQs

Click a question below to learn more about notes.