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Writing your own notes

Add notes before, during, or after meetings so table understands what mattered to you.

Why write notes

Transcripts capture what was said. Your notes capture what mattered.

A short note can make a meeting much more useful later.

  • Your own interpretation
  • Important context
  • Personal reminders
  • Decisions
  • Follow-up ideas
  • Details that were not spoken out loud

Notes during a meeting

During a meeting, write quick notes without trying to capture everything. table can handle the transcript; your job is to mark what is important.

You do not need perfect formatting. Write what will help future you.

  • Send intro to Maya
  • Pricing concern
  • Follow up next Friday
  • Ask about hiring plan
  • Mentioned Berlin trip

Notes after a meeting

After the meeting, add context while it is still fresh.

  • What changed?
  • What did you promise?
  • What should happen next?
  • How important is this relationship?
  • Should this person be added to a group or tag?
  • Is a reminder needed?

How notes work with AI

table AI can use your notes as part of the relationship context. Notes can help AI answer better questions later.

AI works best when notes are specific and grounded.

  • What did I promise Alex?
  • What should I follow up on?
  • Summarize my last meeting with Sarah.
  • Draft a follow-up based on my notes.

Best practices

Write notes in your own words. Keep them short, direct, and useful.

  • Mention people by name
  • Capture decisions
  • Include next steps
  • Add dates when useful
  • Separate facts from personal impressions
  • Create reminders for anything time-sensitive
Avoid storing information you would not want in your CRM.

FAQ

No, but notes make the meeting more useful. The transcript captures the conversation; your notes capture priority.

Yes. Notes can become context for future AI answers, summaries, and drafts.

Usually no. Short notes are better. Focus on what you need to remember or do next.