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Octolane generates notes automatically from your emails, meetings, and agent activity. Key details, decisions, and context are captured and attached to the right deal, contact, or company - without you typing anything.

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Auto-generated notes

When a significant interaction happens - an important email exchange, a meeting, a deal stage change - Octolane creates a note summarizing what happened. These notes capture:
  • Key decisions made
  • Pricing or budget discussions
  • Next steps agreed upon
  • Important context or objections raised
  • Changes in stakeholders or timeline

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Manual notes

You can also create notes manually on any deal, contact, or company page. Type them yourself or dictate them via AI Chat (e.g., “Add a note to the Acme deal: they need board approval before proceeding”).

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Finding notes

Notes appear in the Activity Feed on the relevant record page. You can also search across all notes using the global search bar.