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Knowledge & notes
Notes are where your team's knowledge lives — the narrative half of mente, 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.
Your voice and your ground rules
Group related notes into folders, and give a folder a short set of standing instructions at its top. Those standing instructions are where your voice and your ground rules live: tone, naming conventions, the do's and don'ts, who to loop in. When your assistant works inside that area it reads them first, so you set the context once instead of repeating it every time.
Your workspace has one folder at the top that does this for the whole company — the framing every other folder sits under. It's the first thing your assistant reads when it needs to get its bearings.
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.
Links run both ways. Open a note and you can also see what points back at it — filtered, as always, to the things you're allowed to see.
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.