What you can do now

You've got notes in Carta CRM. Here's how to connect them to your pipeline, keep them organized, and let AI do the capturing.

Link notes to records across your pipeline

A note is most useful when it's connected to the right records. There are two ways to add links — inline while you're writing, and through the entity panel on the right side of the note.

Inline tagging

Two keyboard shortcuts let you tag records directly inside the note body:

Type @ to mention a CRM user — any teammate who has access to your CRM instance. They'll receive a notification that they were tagged. Use this for directing a note to someone's attention.
Type / to tag a Company — this opens a company picker and adds the company as a live link inside the note body. The company is also added to the Companies row in the entity panel.

Entity panel

The right-side panel in every note is where you link to Deals, People, Companies, Fundraising Opportunities, Investors, and attach Files. To add a link:

Open the note: Go to Notes and open the relevant note.
Find the entity section: Locate the panel on the right side of the note. It has a row for each entity type: People, Deals, Companies, Fundraising Opportunities, Investors, and Files.
Search and select: Click Search by name in the relevant row and type to find the record you want to link.
To remove a link: Hover over the linked record in the panel and click the × button that appears. The note stays intact and remains linked to any other records it was connected to.

Organize notes with folders

Note folders let you group related notes together — by fund, by project, by meeting type, or any other dimension your team tracks. Folders appear in the left sidebar of the Notes module.

By default, all notes you create land in My notes. Click Add folder in the left sidebar to create a new folder. Notes can be organized into any folder your team has set up.

Creating a folder

Go to Notes: Select Notes from the left navigation.
Click Add folder: Select Add folder at the bottom of the left sidebar.
Name the folder: Enter a name and save. The folder appears in the sidebar for all workspace users.

Moving a note to a folder

Right-click the note: In the note list (list view or grid view), right-click the note row to open the context menu.
Select Move to Folder: Hover over Move to Folder — a submenu will show all available folders.
Select the target folder: Click the folder you want to move the note into.

Sync AI meeting notes with Granola

Your meeting notes don't have to live somewhere else. Connect Granola to Carta CRM and your AI-generated meeting summaries will automatically appear in the Notes module — linked to the right contacts and companies without any manual work.

Setting up the Granola integration

Go to Settings: Open your account settings from the navigation.
Select AI Notetakers: Find the AI Notetakers section under Configurations.
Enter your Granola API key: Retrieve your API key from your Granola account settings and paste it into the field.
Save: Click Save. Carta CRM will begin syncing your Granola notes. A toast notification will confirm when the initial sync is complete — look for your notes in the AI Notetakers folder in the Notes module sidebar.

What syncs

When Carta CRM imports a Granola note, it brings in:

Note title — from the Granola meeting title.
AI summary — the AI-generated summary from Granola (not the full transcript, which is excluded due to size).
Meeting date — the original meeting start time is used as the note creation date.
Attendees — matched by email to existing CRM contacts (People). Matched attendees are linked automatically in the People row of the entity panel. Unmatched attendees appear as abbreviated profile cards with an option to add them to your contacts.
Company links — auto-tagged to existing CRM Companies or Investors based on attendee email domains. Your own firm's domain is excluded.

Stay in the loop with notifications

When you @ mention a teammate in a note, they receive an email notification with a direct link to that note. But mentions are just one trigger — Carta CRM also notifies you automatically when notes are created on deals, companies, investors, and fundraisings you're involved with, even if no one tags you directly.

You don't need to check the Notes module to stay current. The right people get notified based on their involvement.

Note-related notification triggers

The following note activity generates email notifications:

<!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0" /> <title>Notification Triggers Reference</title> <link href="https://fonts.googleapis.com/css2?family=Plus+Jakarta+Sans:wght@400;500;600;700&display=swap" rel="stylesheet" /> <style> *, *::before, *::after { box-sizing: border-box; margin: 0; padding: 0; } body { font-family: 'Plus Jakarta Sans', sans-serif; font-size: 14px; color: #1a1a2e; background: #ffffff; padding: 32px 24px; line-height: 1.5; } table { width: 100%; border-collapse: collapse; border-radius: 8px; overflow: hidden; border: 1px solid #e2e8f0; } thead tr { background: #f0f4ff; } thead th { padding: 12px 16px; text-align: left; font-size: 12px; font-weight: 700; text-transform: uppercase; letter-spacing: 0.06em; color: #64748b; border: 1px solid #e2e8f0; } tbody tr { transition: background 0.15s; } tbody tr:hover { background: #f8faff; } td { padding: 14px 16px; vertical-align: top; border: 1px solid #e2e8f0; color: #374151; } td.trigger { width: 40%; } td.fires { width: 60%; } .field-code { font-family: 'SFMono-Regular', 'Consolas', 'Liberation Mono', monospace; font-size: 13px; font-weight: 500; color: #3b6ef6; background: #eef2ff; padding: 2px 7px; border-radius: 4px; display: inline-block; } </style> </head> <body> <table> <thead> <tr> <th>Trigger</th> <th>When it fires</th> </tr> </thead> <tbody> <tr> <td class="trigger"><span class="field-code">User tag</span></td> <td class="fires">You're @mentioned directly in a note</td> </tr> <tr> <td class="trigger"><span class="field-code">Deal mention</span></td> <td class="fires">A note is created on a deal you're involved with</td> </tr> <tr> <td class="trigger"><span class="field-code">Company → Deal mention</span></td> <td class="fires">A note is created on a company tied to your deal (2-hop)</td> </tr> <tr> <td class="trigger"><span class="field-code">Person mention</span></td> <td class="fires">A note mentions someone in your Known To network</td> </tr> <tr> <td class="trigger"><span class="field-code">Company mention</span></td> <td class="fires">A note mentions a company you're directly involved with</td> </tr> <tr> <td class="trigger"><span class="field-code">Investor mention</span></td> <td class="fires">A note mentions an investor you're involved with</td> </tr> <tr> <td class="trigger"><span class="field-code">Fundraising mention</span></td> <td class="fires">A note mentions a fundraising you're involved with</td> </tr> <tr> <td class="trigger"><span class="field-code">Fundraising → Investor mention</span></td> <td class="fires">A note on a raise tied to one of your investors (2-hop)</td> </tr> </tbody> </table> </body> </html>

How to Add, Manage, and Connect Notes in Carta CRM