Rich-text editor
Headings, lists, embeds — all the basics done well.
Notes: a team notes app for the memos a startup actually writes
Notes is your team's workspace for capturing investor updates, meeting summaries, strategy ideas, and product learnings. A full rich-text editor with folders, tags, comments, sharing, and export to PDF or Word.
- EditorRich text
- OrganizationFolders + Tags
- ExportPDF + Word
app.nautis.io/notes
What is Notes?
A team notes app is where a company writes things down: meeting summaries, investor updates, strategy memos, lessons from a failed launch. Nautis Notes is a rich-text editor with Draft, Published and Archived statuses, folders nested three levels deep, tags, comments and per-note sharing. You can send a note to someone outside the company with a password and an expiry, or export it to PDF or Word.
New notes are private. That one default changes how people write. A founder can draft the monthly investor update as a Draft, rough and half-wrong, and only add the cofounder under Shared access when it's ready to read. Switch the status to Published when it's final, and the Published filter becomes your archive of every update you've sent.
The editor covers what memos need. Type `/` for headings, lists, checkboxes, tables, images and callouts. The gear icon opens Note settings, where you add an Executive summary for people who'll only skim, up to 20 tags, the status and the pin. Folders hold subfolders up to three levels, such as Investors / Updates / 2026, and filtering by a folder also shows what's inside its subfolders.
Notes also connect to the rest of the workspace. From the More menu you can send a note to DocSign for signature if your organization has it. And because the AI Chief of Staff and connected AI apps can read notes by folder, a well-filed notes library becomes context the AI can use.
Built for
- Founders journaling
- Teams writing investor updates and meeting notes
- Operators consolidating context across conversations
Capabilities
What you can do with Notes
Everything ships out of the box. No setup, no plugins, no extra tools.
Folders & tags
Organize at scale; status filters keep drafts and published separate.
Comments & sharing
Per-note threads and shared access lists.
Export to PDF / Word
Send polished versions outside Nautis.
Pinned & favorites
Pin the notes you reach for daily.
Use cases
How startups use Notes
Writing the monthly investor update
Duplicate last month's published update from the More menu, rewrite the numbers, add a two-line executive summary, then export it as PDF or copy it into your email. Over a year, the Published filter in an Investors folder becomes the record of what you told them.
Sharing a strategy memo with an advisor who isn't on Nautis
Click the share icon, create a link with a password and a two-week expiry, and allow comments but not editing. The advisor reads it in a browser. The dialog shows how many times the link was viewed, and you revoke it when you're done.
Keeping meeting notes findable
Create a Meetings folder with Customers and Hiring inside it. Tag each note with the company or candidate name. Six months later the Customers folder holds every call, and the tags tell you which company each one was about.
Turning a whiteboard photo into a note
On workspaces with WhatsApp switched on, send the Chief of Staff a photo of the whiteboard. It becomes a note, with tasks for the action items, and you approve before anything is saved.
Reviewing a policy draft as a team
Share the draft with two teammates and open Comments. They leave threads on the parts they disagree with, and the badge on the Comments button counts how many are still unresolved.
Quick start
From zero to using Notes
- 1
Click Add Note
Sidebar → Profile & Company → Notes → Add Note.
- 2
Write or paste
Rich text, formatting, embeds.
- 3
Organize
Folder, tags, pin, share.
- 4
Publish or export
Switch to Published or export to PDF / Word.
How AI agents use your notes
The Chief of Staff and AI apps you connect, such as Claude, ChatGPT or the Nautis API, can create folders and subfolders, move notes between folders and read notes by folder. They can't delete folders. Creating or changing notes through a connection follows your workspace's approval settings, which by default ask every time.
There's no AI writing assistant described inside the Notes editor itself. If you want help drafting, ask an advisor on the AI Advisory Board and paste the result into the note.
A team notes app inside Nautis vs a doc editor vs a wiki tool
Pick by what the notes are for. Long collaborative documents favour a doc editor. A notes library for a small company that also runs its tasks and fundraising in Nautis favours keeping them together.
| Need | Doc editor | Nautis Notes | Wiki or knowledge-base tool |
|---|---|---|---|
| Live co-editing | Usually yes | No. The most recent save wins | Usually yes |
| Private until shared | Depends on settings | Yes, by default | Usually shared by default |
| Draft, Published, Archived states | No | Yes | Varies by product |
| Password and expiry on outside links | Varies | Yes, with view counts | Varies |
| Export to PDF and Word | Yes | Yes | Varies |
| Readable by your AI Chief of Staff | No | Yes, by folder | Only through an integration |
Plans and limits
- Notes must be enabled for your organization. Your plan may cap how many notes you can create each month, and archived or deleted notes don't free up that count. See pricing.
What Notes doesn't do
- No real-time co-editing. Teammates with shared access can each save, and the most recent save wins, so agree who's editing a big document.
- Deleted notes are gone for good. There's no trash bin, so archive anything you might want back.
- Folders are shared with everyone in the organization, even though notes are private by default. Don't put anything sensitive in a folder name.
- It's not a wiki. There's no page tree with permissions per section, so a large company documentation site belongs in a dedicated tool.
Notes questions
What should a startup use a team notes app for?+
Meeting notes, investor updates, strategy memos, customer call write-ups and decisions you'll need to explain later. The value comes from filing them consistently, so set up a few folders and tags in the first week.
Can I share a note with someone who doesn't have Nautis?+
Yes. Use the share icon to create a public or private link, with an optional password and expiry, and choose whether they can comment, download or edit. They open it in a browser without an account.
Can I nest folders inside folders?+
Yes, up to three levels, for example Social / X. Deleting a folder never deletes notes. Its notes move to Unfiled and its subfolders move to the top level.
Can I export notes to Word?+
Yes. Open the More menu on a note and choose Export as Word (.docx), Export as PDF or Print note.
Can I send a note for signature?+
Yes, if your organization has the DocSign module enabled. Open the note's More menu and send it to DocSign, which is handy for a short agreement you drafted as a note.
Are my notes private to me by default?+
Yes. New notes are only visible to you until you share them with teammates via Shared access in note settings, or generate a public share link.
Can multiple people edit the same note at once?+
Teammates with shared access can each open and save changes. The most recent save wins, so coordinate on big edits.
What's the difference between Draft, Published, and Archived?+
Draft is your work-in-progress state. Published is the 'finished' state — useful for filtering investor updates or team memos. Archived hides the note from your main list without deleting it.
How do I get a note back after archiving it?+
Change the status filter at the top of the notes list to Archived, open the note, and either set the status back to Published in the settings panel or use Restore note from the More menu.
Can someone with a share link edit my note?+
Only if you turned on Allow edit when you created that share. Otherwise the link is view-only.
What happens to a note when I delete it?+
Deleted notes are gone for good — there's no trash bin. If you're not 100% sure, archive instead.
Is there a monthly limit?+
Some plans cap monthly note creation. Limits show in the UI when you hit them.
Can teammates edit my notes?+
Only if you grant edit rights via the Shared Access list.
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