> ## Documentation Index
> Fetch the complete documentation index at: https://octolane.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes and activities

> Every email, meeting, note, and AI action on a single timeline.

Every record in Octolane has a unified timeline. Open any Account, Contact, or Opportunity and you see everything that has ever happened on it, in order. Automatically.

## What's on the timeline

| Type              | Source                       | Notes                                                                                  |
| ----------------- | ---------------------------- | -------------------------------------------------------------------------------------- |
| **Email**         | Gmail (inbound + outbound)   | Auto-threaded to the right record                                                      |
| **Meeting**       | Google Calendar              | With optional recording, transcript, and recap                                         |
| **Meeting recap** | Octolane notetaker           | TL;DR, decisions, action items, AI field updates                                       |
| **Note**          | You or your team             | Free-form text, Markdown supported                                                     |
| **Comment**       | You or your team             | Threaded discussion on the record                                                      |
| **AI action**     | Octolane                     | Field updates, draft sends, stage changes, enrichment. Every move logged with citation |
| **Task**          | Manual, API, or AI-generated | Shows when created, assigned, and completed                                            |
| **Stage change**  | Manual or auto-advanced      | Shows old stage, new stage, and trigger                                                |
| **Field update**  | Any source                   | Old value → new value with timestamp and author                                        |

## Filtering and searching

* **Filter by type**. Show only emails, only meetings, only AI actions, etc.
* **Filter by person**. Show only what one teammate (or one external contact) did.
* **Date range**. Last 7 days, last 30 days, custom.
* **Search**. Full-text search across every email body, meeting transcript, and note.

## Notes

Drop notes on any record. Notes support:

* **Markdown**. Headings, lists, code blocks, links
* **@mentions**. Notify a teammate or link to another record
* **Pinning**. Keep important context at the top of the timeline
* **Editing and version history**. Every edit logged

## @mentions

Type `@` anywhere in a note or comment to:

* **Tag a teammate**. They get notified in-app, by email, and optionally in Slack
* **Link a record**. `@Acme` inserts a clickable link to that Account, Contact, or Opportunity

## Comments

Comments live on a separate thread from notes. Use them for back-and-forth discussion you don't want polluting the activity timeline:

* Threaded replies
* Resolve when done
* Notification routing to the assigned owner

## AI actions on the timeline

Every consequential AI action is logged with:

* **What changed**. Field name, old value, new value
* **Why it changed**. The source (specific email, meeting moment, or web enrichment hit)
* **Confidence**. Octolane's confidence in the update
* **Who approved it**. You, a teammate, or auto-approve threshold

Click any AI action to see the citation. If it's wrong, revert in one click. Octolane learns from the correction.

## Next

<CardGroup cols={2}>
  <Card title="Notes and mentions" icon="at" href="/productivity/notes-mentions">
    Day-to-day note-taking and @mentioning.
  </Card>

  <Card title="Comments" icon="message" href="/productivity/comments">
    Discuss a deal inside the record.
  </Card>
</CardGroup>