Notes

Notes capture team memos, close checklists, and client context per business — with auto-save, pins, attachments, Rewrite, and reminders that notify the whole team when due.

Key capabilities

• Per-business notes with a title (up to 500 characters) and a free-text body
• Auto-save while editing — changes persist after a brief pause, with a "Saving…" indicator
• Pin important notes; the list always orders pinned notes first, then most recently updated
• File attachments: upload, download, and delete (PDF, images, CSV/Excel, Word, and text/Markdown; up to 25 MB each)
• AI Rewrite that polishes the body into clear, professional prose with an Accept/Dismiss preview
• Scheduled and recurring reminders (one-time, daily, weekly, monthly) with quick presets
• Reminders notify the rest of the team in their Notifications inbox when they fire, and in Slack if your firm has connected it
• Author attribution (name or email) and a last-updated timestamp on every note
• Shared with all team members who can access the business
• Deleting a note (or an attachment) asks you to confirm first; a note's attachments are removed with it
• Cancel an active reminder from the reminders panel

How it works

You create a note and start typing; edits auto-save after a short pause. From the editor toolbar you can pin the note, attach files, run AI Rewrite, or schedule a reminder. When a reminder's time arrives, DayZero notifies every teammate on the business (except the person who set it) and, if the reminder recurs, schedules the next occurrence.

flowchart TD
  new["New Note"] --> edit["Edit title / body"]
  edit --> save["Auto-save as you type"]
  edit --> actions{"Toolbar action"}
  actions -->|"Pin"| pin["Pinned to top of list"]
  actions -->|"Attach"| file["Upload file to note"]
  actions -->|"Rewrite"| ai["AI rewrite preview > Accept/Dismiss"]
  actions -->|"Remind"| rem["Schedule reminder"]
  rem --> fire["Reminder fires > notify team"]

How to use it

1. Open Notes from the sidebar and click New Note.
2. Enter a title and write in the editor — changes auto-save after a short pause ("Saving…" appears while it persists).
3. Click the Pin icon to keep a note at the top of the list.
4. Click Attach to upload a file (receipts, contracts, spreadsheets) to the note; hover an attachment to download or delete it.
5. Click Rewrite to have AI polish the body — review the preview and Accept or Dismiss.
6. Click the Bell icon to open Reminders. Choose a recurrence (One-time, Daily, Weekly, Monthly), then click a preset (In 1 hour, Tomorrow 9 AM, In 3 days, Next Monday) or enter a custom date/time and click Set.
7. Select notes from the left panel to switch. Click the trash icon in the editor toolbar to delete the open note, then confirm. Active reminders are listed in the reminders panel, where you can cancel one.

Pro tips

• Use notes for month-end close checklists — list accounts to reconcile and check them off, and pin the active checklist so it stays at the top.
• Set a recurring weekly reminder on your close checklist so the whole team gets nudged automatically.
• Attach supporting documents directly to a note instead of keeping them in a separate folder — they live with the context.
• AI Rewrite works best on a rough draft — it cleans up grammar, structure, and typos without changing meaning, and you can always Dismiss the preview.
• The body's first ~60 characters show as a preview in the list, so lead with the most identifying detail.
• Reminders notify everyone except the person who created them, so set one for a teammate to hand off a follow-up.

In-depth guide

Auto-save and note basics

Each note has a title (defaults to "Untitled Note", max 500 characters), an optional body, a pinned indicator, an author, and created/updated timestamps. Edits auto-save as you type, so rapid keystrokes collapse into a single save. The list shows pinned notes first, then most recently updated. Deleted notes disappear from the list.

Attachments

Attachments are scoped to their note and business. Executable and archive file types are not accepted for safety.

AI Rewrite and reminders

Rewrite sends the current body to your configured AI model and returns a polished preview. Accept replaces the body and auto-saves; Dismiss leaves the note unchanged. If the AI service is briefly unavailable, Rewrite shows a message rather than corrupting the note.

A reminder has a scheduled time and a recurrence — one-time, daily, weekly, or monthly. Quick presets include In 1 hour, Tomorrow 9 AM, In 3 days, and Next Monday. When a reminder fires, a notification goes to every team member on the business except the creator, linking back to Notes. It appears in their Notifications inbox right away and in Slack when connected. One-time reminders deactivate after firing; recurring reminders roll forward to the next occurrence. Reminder times display in each viewer's local time zone.

Sharing

Notes belong to the business, not to an individual — every teammate with access sees the same set. Each note records its author and shows the author's name (or email) alongside the last-updated time. The first time the Notes page loads for a business, any notes previously saved in your browser are migrated to your account so nothing is lost.