Notes Module

Your Ideas, Organized. Your Thoughts, Searchable.

The Notes Module is your personal knowledge base - capturing ideas, client notes, meeting takeaways, and random thoughts with AI assistance to organize and surface insights.

Create notes for anything - client sessions, project ideas, meeting notes, random thoughts at 2am. Organize with tags, folders, or let AI categorize automatically. Search across all notes instantly - find that idea from 6 months ago in seconds. AI assistance helps you summarize long notes, extract action items, or turn messy thoughts into structured content. Attach notes to CRM contacts, tasks, or projects for context. Share notes with your team or keep them private.

Key Features

Everything you need in the Notes Module

Because Your Brain Isn't a Filing Cabinet

You have brilliant ideas in the shower, during client calls, at 11pm before bed. Most of them vanish because you don't write them down. The ones you do write end up scattered - voice memos, random docs, text files, notebook pages. Notes Module captures everything in one searchable place. Your ideas stop disappearing.

Find What You Need When You Actually Need It

Client asks about the pricing structure you discussed 3 months ago. You wrote notes... somewhere. Email? Google Doc? Napkin? You scramble for 10 minutes while they wait. Search across all notes instantly. Type 'pricing structure' - there it is. You look prepared because you are prepared.

Let AI Turn Chaos Into Clarity

You brain-dump 500 words of unstructured thoughts about a new service offering. It's a mess. AI summarizes it into 3 clear bullet points, extracts 5 action items, suggests a folder to organize it. Your messy thoughts become actionable content in seconds.

Context Where You Need It

You're reviewing a CRM contact and wondering 'what did we discuss last time?' Attach notes to contacts, tasks, projects. All relevant context lives with the thing it's about. No more 'let me check my notes' followed by 5 minutes of searching.

Common Use Cases

How businesses use the Notes Module

Capture meeting and client notes

Organize ideas with tags and folders

Search across all notes instantly

Let AI summarize and extract action items

Ready to Add Notes to Your Hive?

The Notes Module is available in all Bizz OS plans. Start your free trial or talk to us about your specific needs.