AI notes
AI Notes is a notebook with an AI co-pilot. Write meeting notes, brainstorm a campaign, jot down a vendor call — and the AI summarizes, extracts action items, and lets you link the note to the part of your business it concerns.
In this guide:
- Create a note
- Use AI to summarize and extract actions
- Link a note to a SKU, campaign, or order
- Search across notes
Step 1: Create a note
Go to AI → Notes and click New note.
The editor is a clean rich-text surface. The AI side panel sits to the right.
Step 2: Use AI to summarize and extract actions
After you’ve written some content, click in the AI panel:
- Summarize — produces a short summary.
- Extract action items — pulls out tasks, with owners and dates if you mentioned them.
- Rewrite for clarity — cleans up your shorthand into prose.
- Translate — useful for vendor notes in other languages.
The AI’s output appears in the panel; you can insert any block back into the note.
Step 3: Link a note to a SKU, campaign, or order
Notes are most useful when they’re connected to the rest of your data. Click Link in the toolbar:
- SKU — appears on the SKU’s detail page in Inventory.
- Campaign — appears on the campaign’s detail page in Advertising.
- Order — appears on the order’s detail page.
- Vendor — appears on the vendor’s profile.
A note can link to multiple objects.
Step 4: Search across notes
The Notes home shows all your notes with full-text search. The search also reads linked-object data, so searching “WIDGET-A” finds notes linked to that SKU.
Troubleshooting
- Action items are weak. AI extracts what you wrote — if the note says “we should think about it sometime”, the action will be vague. Write actions as imperative sentences for best extraction.
- Notes don’t appear on linked SKU page. Refresh the SKU detail page; linking is asynchronous.
- Audio / voice input? Not yet supported in-app, but you can paste a transcript and use Rewrite for clarity.