Notes

Notes provide a flexible way to document important information, updates, and insights related to customer accounts in the Thena Platform.

Understanding notes

Core purpose

Notes serve as a central repository for documenting customer interactions, internal discussions, decisions, and other important account-related information that needs to be preserved and shared across teams.

Note types

Business notes

• General updates
• Meeting minutes
• Decision records
• Strategy documents

Technical notes

• Implementation details
• Configuration changes
• Integration notes
• Troubleshooting logs

Standard fields

Required fields

Name	Type	Options	Comments
Account ID	string	Required	Associated account identifier
Content	string	Required	Main content of the note

Optional fields

Name	Type	Options	Comments
Type	string	Optional	Note type reference
Visibility	enum	Optional	Access control (PUBLIC, PRIVATE, TEAM)
Attachment URLs	array	Optional	List of attachment URLs

System-managed fields

Name	Type	Options	Comments
Note ID	string	Auto-generated	Unique identifier for the note
UID	string	Auto-generated	Unique identifier (ULID)
Is Active	boolean	Default: true	Note’s active status
Author ID	string	Auto-populated	User who created the note
Created At	timestamp	Auto-populated	Creation timestamp
Updated At	timestamp	Auto-populated	Last update timestamp
Deleted At	timestamp	Optional	Soft delete timestamp

Note organization

Creation

Choose appropriate type
Set clear title
Structure content well
Add relevant tags

Management

Control visibility
Link related records
Attach documents
Track versions

Collaboration

Share with teams
Gather feedback
Update content
Maintain history

Best practices

Content quality

• Write clearly and concisely
• Use consistent formatting
• Include relevant context
• Maintain objectivity

Organization

• Use descriptive titles
• Apply appropriate tags
• Link related notes
• Set proper visibility

API endpoints

Sample note

{
  "accountId": "A790SFS229",
  "content": "Met with John (CTO) and Sarah (Engineering Lead) to discuss API integration requirements. Key points:\n- Need OAuth2 implementation\n- Rate limiting concerns for high-traffic periods\n- Webhook setup for real-time updates\n\nNext steps: Schedule technical deep dive next week.",
  "type": "MEETING_NOTES",
  "visibility": "private",
  "attachmentUrls": [
    "https://storage.thena.ai/documents/api-requirements-draft.pdf",
    "https://storage.thena.ai/documents/integration-timeline.xlsx"
  ]
}

When creating a note, the system will add additional fields in the response such as:

id: Unique identifier for the note
account: Name of the associated account
author: Name of the note creator
authorId: ID of the creator
authorEmail: Email of the creator
createdAt: Creation timestamp
updatedAt: Last update timestamp

Available operations

Note management

# List account notes
GET /v1/accounts/{accountId}/notes

# Create account note
POST /v1/accounts/{accountId}/notes
Content-Type: application/json

# Get note by ID
GET /v1/accounts/{accountId}/notes/{noteId}

# Update note
PATCH /v1/accounts/{accountId}/notes/{noteId}
Content-Type: application/json

# Delete note
DELETE /v1/accounts/{accountId}/notes/{noteId}

All endpoints require authentication with Bearer token, API key, and Organization ID in the headers.

For detailed API specifications, see Note Management

Accounts overview

Learn about account management

Activities

Track customer interactions

Introduction

Core concepts

Apps framework

Platform events

Understanding notes

Core purpose

Note types

Business notes

Technical notes

Standard fields

Required fields

Optional fields

System-managed fields

Note organization

Best practices

Content quality

Organization

API endpoints

Sample note

Available operations

Accounts overview

Activities

​Understanding notes

Core purpose

​Note types

Business notes

Technical notes

​Standard fields

​Required fields

​Optional fields

​System-managed fields

​Note organization

​Best practices

Content quality

Organization

​API endpoints

​Sample note

​Available operations

​Related resources

Accounts overview

Activities

Understanding notes

Note types

Standard fields

Required fields

Optional fields

System-managed fields

Note organization

Best practices

API endpoints

Sample note

Available operations

Related resources