Save a Note
Notes
Save a Note
Attach a meeting brief, transcript, prep, or plain note to a contact’s record. Append-only and dated, so a contact builds a history across meetings.
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
After a meeting, use both: record the meeting via
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
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.
The full note or document text — a short note or a complete brief/transcript. Kept whole for agents to read.
One of
note, meeting_brief, transcript, meeting_notes, pre_meeting, research.A short name, e.g.
Pre-meeting brief — renewal or Transcript — Jun 1. Shown in the UI.The relevant date (e.g. the meeting date), ISO or plain. Defaults to now.
Response
201 Created
Notes vs observations
| Path | What it writes | When to use |
|---|---|---|
POST /v2/notes | A document kept on the contact (brief, transcript, note) | You produced something durable worth keeping for next time |
POST /v2/observations | An immutable event/state; Nous derives the claim | An interaction happened, or a fact changed |
/v2/observations, keep the notes via /v2/notes.
Errors
| Status | Error | What to do |
|---|---|---|
| 400 | focus_and_content_required | focus and a non-empty content are both required |
| 400 | invalid_focus | Provide an entity id, email, LinkedIn URL, or domain — not a bare name |
| 401 | unauthorized | API key missing or invalid |