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Knowledge & notes
Notes are where your team's knowledge lives — the narrative half of Nous, next to the structured data. Write playbooks, meeting recaps, account histories, standard operating procedures, or anything your team refers back to. Everything is searchable, so your assistant can pull the right context exactly when you need it.
What you can build
- A company handbook — how you do things, who owns what, your policies.
- Client or account histories — a running record of what's happened with each relationship.
- Playbooks and SOPs — the steps for onboarding a client, handling a renewal, closing a deal.
- A research or reference library — notes on competitors, vendors, or markets your team draws on.
Folders keep it organized — and set context
Group related notes into folders. A folder can carry a short set of standing instructions or context at its top, so when your assistant works inside that area it already knows the ground rules — your tone of voice, your naming conventions, who to loop in. You set the context once instead of repeating it every time.
It's all connected
Notes can link to each other and to your structured records. A client's account history can point straight at their record in your roster, and your assistant can follow those links to give you a complete picture. Ask about a client and it can weave together their data, their notes, and their open tasks.
Try it
Write a note called "Renewal playbook" describing our five steps for renewing a client, and file it in the Playbooks folder.
Later, from anywhere:
What's our process for renewals? Summarize the playbook and start the first two steps for Acme Corp.
Or capture context on the fly:
Add to Acme Corp's account history: they raised concerns about pricing on today's call and want a revised quote by Friday.