create_note
Create and attach notes to CRM records like people, companies, or opportunities. Supports plaintext and markdown formatting to document interactions and updates.
Instructions
Create a new note attached to a record in Attio CRM. Notes can be attached to people, companies, investment opportunities, LP opportunities, or any other object type. Supports plaintext and markdown formatting.
Input Schema
TableJSON Schema
| Name | Required | Description | Default |
|---|---|---|---|
| parent_object | Yes | The object type to attach the note to (e.g., "people", "companies", "investment_opportunities", "lp_opportunities") | |
| parent_record_id | Yes | The record ID to attach the note to | |
| title | Yes | The note title (plaintext only, no formatting) | |
| content | Yes | The note content. Formatting depends on the format parameter. | |
| format | No | Content format: "plaintext" (default) uses \n for newlines, "markdown" supports headers (#, ##, ###), lists (-, *, 1.), bold (**), italic (*), strikethrough (~~), highlight (==), and links ([text](url)) | plaintext |