softsync-notes skill

Notes

Notes are written by people in the workspace and appear on the timelines of the records they are attached to.

Tools

manage_notes, with one of these actions:

• create: write a note in markdown. Attach it to records so it shows on their timelines, and make it private if only the author should see it.
• edit: replace a note's text. Only the author can edit.
• switch_visibility: move a note between private and shared with the workspace.
• delete: remove a note. Only the author can delete.

Rules

• Find existing notes with the messages skill: notes are messages from the notes source.
• Attach a note to the company, contact or deal it is about, looking the record up first.
• Keep to what the user said. Do not add facts that were not provided.