Notes

Capture what you talked about, when you talked about it, and everything you want to remember about each person.

Overview

Notes are how Remy earns its keep. Every contact has a timeline of plain-text notes you write yourself — meeting recaps, personal details, follow-up reminders, anything you want to remember about that person.

Notes are never auto-generated. Remy doesn't scrape your email, listen to your calendar, or transcribe calls. What's in your notes is what you put there.

Writing a Note

Open any contact and use the note composer at the top of their timeline. Notes are plain text — no formatting, no attachments — kept simple on purpose so writing one feels closer to jotting on a notepad than filling out a form.

Each note has two parts:

  • Body — what you want to remember.
  • Timestamp — when it happened, defaulting to right now.

Save and the note appears at the top of the contact's timeline.

Back-Dating Notes

Every note has an editable timestamp. By default it's set to the moment you save it, but you can change it before or after creation to reflect when the conversation actually took place.

This is the single most important habit to build with Remy. The timeline is only as useful as the dates on it — a coffee from last Tuesday, logged today with today's date, will eventually look like it happened today. Set the date to last Tuesday and your timeline tells the truth.

Why this matters

The "last contact" timestamp on each contact is derived from your most recent note. Keeping note dates accurate keeps that signal trustworthy when you're scanning who you owe a follow-up.

Editing a Note

Notes aren't immutable. Click any note in the timeline to edit its body or timestamp. Fix typos, add detail you forgot, or update it as the relationship evolves.

There's no edit history. The latest version is the only version.

Deleting a Note

Delete a note from the menu on any timeline entry. After you delete, an Undo toast appears for a few seconds in the corner of the screen.

The undo toast is your only recovery surface

Once the toast disappears, there is currently no way inside Remy to restore the note — even though Remy keeps it in storage for 30 days before permanently erasing it. A browseable trash where you can restore deleted notes is on the roadmap.

What that means in practice:

Time after deletionWhat you can do
While the Undo toast is visibleClick Undo to restore the note instantly
After the toast disappears, up to 30 daysNothing in the UI. The note is held in storage but not reachable from any screen
After 30 daysThe note is permanently erased by a daily background job

The takeaway: if you're not sure, don't delete. Editing the body to a single dot is a safer way to "blank out" a note you might want back, until proper trash exists.

What's Logged

Every action you take on notes shows up in your Activity Log:

  • Note Created — adding a new note
  • Note Updated — editing the body or the timestamp
  • Note Deleted — soft-deleting a note
  • Note Restored — the Undo toast was used inside the few-second window

Background note purges (after 30 days) are logged as a single Notes Purged system entry per run, not per note.

Frequently Asked Questions

Can I attach files or images to a note?

Not today. Notes are plain text. If you need to keep a document associated with a person, link to it from the body of a note.

Can I format notes with Markdown or rich text?

No. Notes are stored and displayed as plain text. Line breaks are preserved.

Is there a character limit?

There's no practical limit you'll hit during normal use. If you're pasting in something enormous, consider trimming to what's useful — notes are meant to be scannable later.

Can I see a note's edit history?

No. Each note stores its current state only.

The contact list search matches names, emails, and companies — not note bodies. Searching the contents of your notes is on the roadmap as part of the Remy-aware AI features.

Are notes included in the data export?

Yes. The full JSON export from Settings → Data includes every note with its body, timestamp, and the contact it belongs to.

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