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Notes

The context you'd otherwise forget, saved where you'll find it.

The context you'd otherwise forget, saved where you'll find it

Run into someone a year after you met them, open Goodword, and remember their kid's name, what they were building, and what you promised each other. That's notes. A note is anything worth remembering about a person (how you met, what you discussed, what they need) attached to their profile forever, searchable forever, and feeding every draft Goodword ever writes for you.

The difference between "great to reconnect!" and "how did the Series A land? Last time we talked you were closing the lead" is one note you took ninety seconds to write a year ago. Nobody remembers that context on their own. People with notes look like they do.

How it works

Two kinds of notes: written and captured

You write some. From a contact's profile ("Add a note"), from the home screen, from the notes page, from the daily digest while triaging a new person, by texting Goodword, or by asking your AI assistant (Claude, OpenAI, or Gemini): "add a note to Dana: exploring a COO role."

Goodword captures the rest. With sources connected, notes generate themselves: a Granola transcript becomes notes filed to the actual attendees, substantive email threads and LinkedIn DMs leave notes on what you discussed, a debrief you talk or type becomes notes on everyone you mentioned, and a CSV's Notes column imports as real notes. Every captured note shows its source, and the Notes page filters by written vs. captured and by source.

Tag the right person: that's what turns a note into memory

A note is searchable the moment you write it, and it's most useful when it's attached to the right person. That link is called tagging, and there are two ways it happens:

  • Type @ to tag. Type "@" and start the name ("@Dana"), then pick her from the list. That's an explicit tag: no guessing, linked for good.

  • Just write the name. Mention someone by name and Goodword auto-detects it and links the note for you. It shows you its best guess to confirm, which matters when there are two Danas.

Either way, you stay in control of the link. Check or fix who a note is tied to right from the note itself, or from your Data Hub feed as the note comes through: reassign it, tag a second person, or clear a wrong guess in a tap.

Why this is the step that matters: a tagged note lands on that person's profile. That's where a note is most useful, with the context sitting there waiting the next time you open them, feeding their relationship story. Untagged, a note still turns up in search. Tagged, it's memory you'll run into right where you need it.

Where notes pay you back

A note isn't just a filing cabinet entry. It's fuel:

  • Search. Every note is searchable. "The guy exploring a coffee shop in Denver" finds him, even if you never learned his last name.

  • Relationship story. Notes feed the auto-generated "how we met" narrative on each profile.

  • Meeting prep. "What do I know about tomorrow's attendees?" in AI chat or your connected assistant (Claude, OpenAI, or Gemini) reads from your notes.

Everything is private. Notes are yours alone: never visible to the person they're about, never included when you share a group.

What people use it for

Every investor conversation, on the record. After each pitch: what they pushed on, what excited them, the real reason for the pass ("too early, revisit at $1M ARR"). Next raise, that's your targeting map. Candidates too: the engineer who wasn't ready to leave is a note with a date, and a searchable pipeline eighteen months later.

Remember customers the way the corner shop used to. "Prefers email, allergic to nuts, daughter graduating in June, always buys the reserve." Feels small until you use one, and then it's why people come back. Vendor notes carry the pricing history and who fixed what, which is negotiating leverage every renewal.

Carry what you learn across engagements, cleanly. Note the people, not the confidential material: who the sharp operators were, who owned budget, who said "let's stay in touch." When an engagement ends, its network stays usable. And before each client session, your notes are the memory that makes a fractional exec feel full-time.

Institutionalize what lives in your head. Which client contact championed you, which stakeholder was the skeptic, what the procurement quirk was, who mentioned a budget opening up next quarter. When that champion changes jobs (Goodword will tell you), your note is the difference between a cold congrats and a pitch that lands.

FAQ

Can anyone else see my notes? No. Notes are private to your account: not the contact, not group-share recipients, no one.

How do I attach a note to a person? Three ways: add it straight from their profile, type "@" and pick them, or just write their name and let Goodword auto-detect and link it (it shows its best guess so you can confirm). One note can tag several people, and you can change who it's linked to any time, from the note or your Data Hub feed. Tagging is what puts the note on their profile, so it's worth a glance to make sure the right person got tagged.

Can I write a note that isn't about anyone? Yes. Notes can stand alone and still show up in search.

Where do auto-generated notes come from? Your connected sources: meetings (Granola), email threads, LinkedIn DMs, debriefs, imports. Each note shows its origin, and you can edit or delete any of them. If one feels off, fix it and your edit sticks.

What's the fastest way to capture a note after a meeting? Granola connected: nothing, the note files itself. Otherwise, text Goodword a voice debrief, or paste your notes into Goodword through AI chat, the MCP, or a debrief. The 90-second version you actually do beats the perfect version you don't.

Can I get to my notes from my AI assistant? Yes. The Goodword MCP reads and writes notes, so "what do I know about tomorrow's attendees?" works in Claude, OpenAI, or Gemini too.


Next: add one note to the last person you had a real conversation with (how you met, what you discussed, what's next) and tag them so it lands on their profile. Then see Your daily Goodword for where notes fit in your routine. Future you says thanks.

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