Create a Note with the Agent

The Agent can create a new Note after you explicitly request it. Drafting text in chat and saving a Note are different actions.

Create a Note

1. Tell the Agent what the Note should say and whether you want it saved now.
2. Specify the personal or organization workspace that should own it.
3. Name any About people and the intended subject date and time zone.
4. Ask it to check the available Note destinations and people before saving.
5. Review Creating Note… / Created Note activity and open the Note link.
6. Check its workspace, title, body, About people, and subject date in Notes.

For research or drafting only, say “Draft the text here; do not create a Note.” A clear save request can create the Note without a separate approval dialog.

Choose the destination deliberately

The available options can include multiple personal and organization workspaces where you have permission and the required Note authoring benefits. The selected Library search folder does not choose a Note destination.

Specify the workspace explicitly. About people must be eligible in that workspace. If the desired destination or person is missing, check your access and License or use the ordinary Note creation screen.

A person named in the body is not automatically an About selection. About information also does not create a new sharing grant.

Check the date and title

Without an explicit subject date, the new Note uses the current instant. For retrospective notes, give the intended date, time, and time zone. If a local hour repeats when clocks change, clarify which occurrence you mean.

The subject date describes the Note's topic; it is separate from when CareMap created or saved the Note. See Note dates.

Provide a title when you need exact wording. Otherwise, CareMap can supply a title through its normal Note title behavior. Inspect the saved Note rather than relying only on the chat's initial label.

Finish or recover in Notes

Agent creation does not attach files or add sharing grants. The current Agent does not append to, revise, archive, or delete an existing Note. Use Notes for those tasks.

If a response stops or saving is uncertain, check Notes and the original chat before asking it to create the Note again. A fresh request can create another Note; stopping a response does not undo a completed creation.

A saved Note can still need processing before it appears in Agent search. Open its link directly and use search preparation if needed.