Search Notes
Notes
Search Notes
Semantic search over the saved notes & documents kept on contacts. Pull the relevant passage instead of loading whole documents.
POST
Search Notes
The retrieval counterpart to
POST /v2/notes. Semantically searches the meeting briefs, transcripts, meeting notes, and notes kept on contacts, and returns the matching documents with a snippet — so a workflow pulls the relevant passage rather than the whole document.
Pass focus to restrict to one person or company, or omit it to search across everyone in the workspace.
Request
Body
Natural-language query matched against document content.
Restrict to one person/company — entity UUID, email, domain, or LinkedIn URL. Omit to search across everyone. A focus that can’t be resolved falls back to a workspace-wide search (it never creates an entity).
Max documents to return. Cap 20.
Response
snippet is truncated to ~400 characters. To read a document in full, fetch the contact with GET /v2/accounts/:id.
When to call it
- “What did we discuss about pricing?” — pull the relevant past notes
- “What objections came up in past meetings?” — across a contact’s record
- Comparing across a contact’s meetings — set
focusand read the snippets
Errors
| Status | Error | What to do |
|---|---|---|
| 400 | question required | A non-empty question is required |
| 401 | unauthorized | API key missing or invalid |