Add a quick note from the daily feed

You'll learn how to: Capture a short note about a contact from the daily feed, without opening the contact profile.

Time: 15 to 30 seconds depending on note length.

When to use this

• You just spoke to someone and want to keep one line of context ("said she'd intro me to Marcus next week").
• You spotted a relevant signal in your head (e.g. a thought about why this contact matters now) and want it stored before you forget.
• You want the contact's card to stop nudging you, but with more colour than a plain "logged".

Steps

1. Open Today from the left sidebar.
2. Pick the card for the contact the note is about.
3. Scroll the card body to the bottom.
4. Find the "Already done?" prompt followed by Log call, Log email, Log meeting, and an Add note chip.
5. Click Add note. The row swaps to a small text area.
6. Type your note. The placeholder text reads "Quick note...".
7. Press Ctrl+Enter (or Cmd+Enter on Mac), or click the Save button on the right.
8. A toast confirms: "Note saved".
9. The card auto-completes and the next card moves into focus.

The note is recorded on the contact's timeline with the title "Note about <contact name>" and your typed body.

Cancel without saving

Press Esc, or click the small X icon next to Save. The note input collapses back to the chip row, nothing is saved, and the card stays put.

What got created

• A new activity of type note on the contact's timeline.
• A close-out signal on whatever nudge or rhythm produced the card.
• The note text is available to the in-app AI assistant via the workspace's knowledge index.

When NOT to use this

• For a structured note with a specific date in the past, open the contact and use the full note editor.
• For a long note (a few paragraphs), open the contact and use the full editor. The quick textarea is sized for one or two sentences.
• If the note belongs to a deal more than a person, open the deal and add the note from the deal canvas.

If something goes wrong

• Symptom: "Failed to save activity" toast. → Fix: Network blip or session expired. Your typed text is still in the box. Try again.
• Symptom: "Ctrl+Enter inserted a newline instead of saving." → Fix: Some keyboard layouts intercept the shortcut. Use the Save button instead.
• Symptom: "Note saved but the card is still on screen." → Fix: Refresh once. The auto-complete relies on a server callback.
• Symptom: "I lost what I typed." → Fix: If you pressed Esc accidentally, the buffer is cleared. Sorry, no undo. The card is still there to retry.

Related: Log a call from the daily feed | Log a meeting from the daily feed | Add a note to a contact or deal | Today, the daily feed.