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You can quickly navigate to Notes with G then N. See all keyboard shortcuts. Notes are key in Spott: besides keeping your team aligned, they fuel the AI features 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. The search bar supports Boolean queries.
The Notes list

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Add a new note

Click Add Note. A pop-up editor opens.
The note editor with its link and label badges
In this window you can:
  • Link meeting: attach the note to a specific calendar meeting. You can also create a note directly from a meeting’s detail page, which tags the meeting automatically.
  • Source: categorize where the conversation happened: in person, phone outbound, phone inbound, online meeting, or voicemail.
  • Link record: connect the note to a candidate, contact, job, or company.
  • Labels: add labels (for example Intro, Interview, Business Development), configurable from Settings.
  • Select a template: insert a company note template for consistent structure.
  • Record note: record a voice note of up to 5 minutes.
The note Source options: in-person, phone outbound, phone inbound, online meeting, voicemail
Type your note in the editor. Notes save automatically; there is no save button, and moving to another page keeps your changes.

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Automatic linking for meetings and calls

Notes that Spott captures for you are matched to a person by their contact details:
  • Meeting notes (from the Note Taker) link to the person whose email matches a meeting attendee.
  • Call notes (from a connected VoIP integration) link to the person whose phone number matches the call.
If no email or phone match is found, the note is not attached to a person and only appears in the main Notes list. Use the Link record chips to attach it manually.

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Where your note appears

Linked notes are visible in multiple places:
  • The main Notes list
  • The person profile you linked, candidate or contact
  • The 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 only appear in the main Notes view, and Spott’s AI can only use a note as context once it is linked to a record (for matching, summaries, and Ask AI). An unlinked note is effectively invisible to the AI.
Use your company templates to keep note-taking consistent across the team, for example interview debriefs or client call summaries.