Write reports, memos and board packs that pull live data straight from your books, your people and your pipeline — always current, never copy-pasted.
Trusted by growing teams worldwide
Write once, stay accurate forever
Drop a live field into any paragraph and it refreshes itself the moment your data changes.
Insert an invoice total, a leave balance, an open-task count or a pipeline value. The figure stays tied to the source record — no stale spreadsheets.
Summarise a quarter, rewrite a paragraph, or turn raw figures into a narrative — with the AI reading the same live data your document does.
Employee reports, project reviews, board packs — or a blank page when you want to think out loud. Save your own as templates for the team.
Per-note visibility for the whole company, a team or one person, plus a trash bin so nothing is ever really gone.
Blank page or a ready-made report structure.
Pull figures from Books, People, Tasks and CRM into the text.
Send it to the team — it stays correct every time they open it.
Because Note sits inside the same workspace as your accounting and HR, there's no export, no import and no version confusion.
Free for 24 months. No credit card. Your reports will never be out of date again.