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POST
Save a Note
Saves a long-form artifact onto a person or company so it stays on their record. This is for documents you keep on a contact — a meeting brief, a transcript, pre-meeting prep, research, or a plain note — not for logging that an interaction happened. For “an email was sent / a meeting happened”, use POST /v2/observations. Notes are append-only and dated, so a contact accumulates a record across meetings. Retrieve the relevant passage later with POST /v2/notes/search.

Request

Body

string
required
Entity UUID, email, domain, or LinkedIn URL. Not a bare name — writes need a precise identifier so the entity can be created if it doesn’t exist yet.
string
required
The full note or document text — a short note or a complete brief/transcript. Kept whole for agents to read.
string
default:"note"
One of note, meeting_brief, transcript, meeting_notes, pre_meeting, research.
string
A short name, e.g. Pre-meeting brief — renewal or Transcript — Jun 1. Shown in the UI.
string
The relevant date (e.g. the meeting date), ISO or plain. Defaults to now.

Response

201 Created

Notes vs observations

After a meeting, use both: record the meeting via /v2/observations, keep the notes via /v2/notes.

Errors