note
Save a short note, judgement or correction about a company, person, fund or deal to the firm's Alludium Brain. Use when the user says "note on Acme: …", "note that …", "remember that …" about a company or person, "add to the brain: …", or gives a quick take after a call. Also use it to offer, never silently, when the user voices a view on one without asking to save it. Links the note to the right entities, keeps it private by default and offers to share it with the firm. Also comments on a document in the brain ("comment on the Acme memo's Risks: …", "review this memo and comment"), replies, and resolving a thread. Not for the user's own preferences or standing instructions ("remember that I…", "always…"), which go to the profile skill.
Pinned to revision 539a9021fdfa, so it is the text this page describes rather than whatever the author pushed since.
Files
Every link opens the file at its source, pinned to the revision this page describes.