Notes and knowledge

The vault is not limited to recorded meetings. Every entry is a session, and a session can be a standalone note or a meeting with a recording and transcript. Use sessions for research, project context, decisions, reference material, or anything else you want to keep locally and find again.

A session can contain:

• Memos you or an authorized agent write.
• Summary documents generated by the configured Intelligence model.
• Transcript text from a recording or imported subtitle file.
• Attachments referenced from the memo.

Memos and summaries are editable. In the transcript, click a speaker label to assign or change the speaker.

Create a standalone note

Choose New Note and start writing. You do not need to record audio or add a transcript. The note is stored as a session, so it appears in the same timeline and search results as meeting notes.

Agents can create the same kind of note through the CLI. This makes it practical to bring in material from any tool the agent is authorized and able to read: the agent turns the useful result into Markdown, records its authorship, and creates a session in the vault.

loofah --json sessions new \
  --title "Research: local speech models" \
  --note research.md \
  --tag research \
  --author claude-code \
  --skill research-assistant

The CLI does not connect to or scrape those source tools itself. The agent supplies the Markdown through a file or stdin. If the original deck, report, or other artifact should travel with the note, the agent can add it with sessions attach.

Note

You can also edit the memo from the terminal: loofah sessions note ID --set FILE replaces it, and --append adds to it. See the CLI reference.

Change the summary format

Use the picker beside Summary to choose Auto or one of your templates. Changing the selection does not rewrite an existing summary. Regenerate it to apply the new format.

See Customize meeting summaries for templates, the Auto prompt, and dictionary terms.

Export a session

1. Open the ••• menu in the meeting header.
2. Choose Export.
3. Select PDF, text, Markdown, or Org.
4. Choose whether to include the memo, summary, transcript, or any combination of them.

The app writes the file to Downloads and reveals it in Finder.