Today
Open file
Capture meeting note
✕
Customer
Date
Kind
Customer call
Solutioning
Follow-up
Internal
Question
What happened
Commitments
— one per line
Action items
— one per line
Becomes a frozen engagement note + open loops on the next run.
✦ Capture
New KB article — combine sources into one reference
✕
Customer
— optional
Topic hint
— optional
Sources
— paste from Slack, Outlook, your own notes… add as many as you want
＋ Add source
⦸ Redact names
✦ Generate baseline article
Article title
— pick an existing title to enrich that article
Draft article
— review & edit before saving
Saved to Knowledge-Base/ next run; sources archived to sources/.
Save article