Notes are the project’s documents: memos, letters, meeting minutes, daily reports, progress reports and anything else you’d write. You can write them yourself or have the agent draft them from your drawings, logs and conversations.
Create a note
- In the Workspace panel, click + Page.
- Pick Empty note, or a template such as Memo, Letter, meeting minutes or a report.
- The note opens in the main area. Give it a title and start typing.
Notes save automatically as you type. They’re listed under General in the Workspace panel.
For minutes and reports, you can also open their own log and use its New button: press ⌘K (Ctrl+K on Windows) and type Minutes, Daily reports or Progress reports. Each offers its own templates — for example OAC Meetings, Full Report or Weekly Report.
Format with / commands
Type / on a new line to open the block menu, then keep typing to filter it:
- Basic blocks — Text, Heading 1–3, Bulleted list, Numbered list, To-do list, Toggle list, Blockquote, Horizontal Rule, Table, Image.
- Advanced blocks — Callout, Table of contents, Date.
- Embeds — Sheet places a live sheet, estimate or takeoff inside the note (pick an existing one or create a new one). Weather adds the conditions for a location you search for — handy on daily reports.
Drag the handle beside a block to move it.
Tags and properties
The Tags row under the title holds labels like meeting-minutes or daily-report. Tags show in the Notes log and its search matches them. Some templates add more fields here — a meeting’s date and location, for example — which also become columns in that log.
Export or copy
Click the download icon (Export) at the top right of the note:
- Company branding — choose a company from the project Directory to put its logo and colour on the export.
- Word (.docx), PDF (.pdf) or Plain Text (.txt).
The ⋮ menu next to it has Rename, Copy to clipboard and Delete. Use Share in the top bar to invite someone or create a link.
Have the agent write it
The agent can create and edit notes for you. Try:
- “Write today’s daily report: excavation crew on footings, survey stakes checked, clear and 14°C.”
- “Draft the OAC meeting minutes using the open RFIs and the current schedule.”
- “Write a weekly progress report for the owner.”
It also reads your notes when answering questions, so decisions recorded in minutes become part of what it knows about the project. Check what it writes before you send it.
