Manually Adding Notes

Last updated: February 26, 2026

Learn how to add notes in Spott, link them to meetings, people, clients, or jobs, and where those notes appear. Notes are key because they fuel AI with rich context.

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Open the Notes view

From the left-hand navigation bar, select Notes to open the notes list.

This view shows all notes stored in your workspace.

Notes Pn

Add a new note

Click Add Note. A pop-up editor opens.

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In this window you can:

  • Link meeting — Attach the note to a specific calendar meeting

  • Meeting type — Categorize the meeting, for example in-person or phone

  • Mark as interview — Flag the note as interview-related

  • Link Record — Connect to a candidate, a contact, a job or a company

  • Label — Add labels to your notes (e.g. Intro, Business Development), configurable from the settings

  • Select a template — Insert a company-created note template for consistent structure

  • Record Note - Record a 5 minutes Voice Note

Type your note in the editor.

Notes save automatically. You don’t need to click Save. Moving to another page keeps your changes.

Where your note appears

Linked notes are visible in multiple places:

  • The main Notes list

  • The Person profile you linked, candidate or client contact

  • The Client company profile you linked

  • The Job record you linked

  • The Meeting entry if one was attached

Open any linked record and go to its Notes tab to see the same note in context.

If you want a note to show up on a person, client, or job, make sure to use the link chips in the note pop-up. Notes without links will only appear in the main Notes view.

Use your company templates to keep note taking consistent across the team, for example interview debriefs or client call summaries.