How to add notes and generate a Debrief

Notes capture what happened in a meeting. The Debrief rolls those notes into a clean summary you can paste into your CRM. Anyone on the meeting can add notes. Generating a Debrief is a manager action on higher plans.

Add a note

1. Open the meeting and scroll to the Notes section.
2. Click the Add Note box at the bottom and type what happened.
3. To notify a teammate, type @ and their name. They get an email.
4. Click Add Note. Your note appears at the top with your name and a timestamp. Hover a note to Edit or Delete your own.

Generate a Debrief Business & up

1. In the same Notes section, once the meeting has at least one note, click Generate Debrief in the top-right (managers only).
2. Knowhere reads the notes and adds a structured summary (key wins, achievements, risks, and follow-ups) as a read-only entry.
3. Copy it with one click and paste it into your CRM, a follow-up email, or a pipeline review. Generating again replaces it with a fresh summary of the current notes.

What’s next

Debriefs show up in the “Recent Debriefs” widgets and in each account’s history, and the event wrap-up checklist flags meetings still missing one. See Meeting notes & The Debrief.