Brand Notes

Brand Notes

Brand Notes let you capture meeting notes, client feedback, and strategic direction, then automatically extract actionable brand guidance from them. Paste in a call transcript or meeting summary, and Cuppa will pull out key decisions, action items, and brand directives that can be applied directly to your AI Instructions.

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Why Brand Notes Matter

Client calls and strategy meetings produce valuable direction: tone shifts, messaging changes, new positioning, content priorities. But that context usually lives in a Google Doc or Notion page that never makes it into your content workflow.

Brand Notes close that gap. Drop in your meeting notes, and Cuppa:

1. Extracts a clean summary

2. Identifies key decisions and action items

3. Surfaces brand directives (tone, messaging, positioning changes)

4. Embeds everything into your Knowledge Base for RAG retrieval

5. Suggests updates to your AI Instructions based on what was discussed

No more manually translating client feedback into content settings.

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How It Works

Step 1: Add a Note

1. Go to Site Settings > Client Notes

2. Click Add Entry

3. Fill in:

   • Title: A descriptive name (e.g., "Q1 Strategy Call with Sarah")

   • Content: Paste your meeting notes, transcript, or summary

   • Meeting Date: When the meeting happened

4. Click Save

Step 2: Automatic Processing

After saving, Cuppa processes your entry in the background:

Stage	What Happens
Extraction	AI reads your notes and extracts structured data
Summary	2-3 paragraph summary of the key points
Decisions	Key decisions made during the meeting
Action Items	Tasks and follow-ups identified
Brand Directives	Tone, messaging, and positioning guidance
Embedding	Content is chunked and embedded into your Knowledge Base

Processing typically takes 10-30 seconds. You'll see a status badge on the entry card.

Step 3: Review Suggested Updates

After processing, check the Suggested Updates section at the top of the Client Notes tab. Here you'll find brand directives extracted from your notes.

For each directive, you can:

• Apply to AI Instructions: Adds the directive to your site's AI Instructions, so all future content follows this guidance

• Dismiss: Hides the suggestion if it's not relevant

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What Gets Extracted

Cuppa filters out small talk, technical issues, and off-topic discussion. It focuses on:

Category	Examples
Brand Directives	"We want a more authoritative tone," "Stop using casual language in product pages"
Messaging Changes	"Lead with ROI numbers, not features," "Emphasize enterprise readiness"
Content Direction	"Focus on comparison content this quarter," "More case studies needed"
Key Decisions	"Approved new tagline," "Switching target audience to mid-market"
Action Items	"Create landing page for new feature," "Update pricing page copy"

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Viewing Entries

Each entry card shows:

• Title and meeting date

• Processing status: Pending, Processing, Complete, or Failed

• Expandable sections: Summary, Key Decisions, Action Items, Brand Directives, Content Directives

Click an entry to expand and view the full extracted content.

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Knowledge Base Integration

Every processed Brand Note is automatically embedded into your Knowledge Base. This means:

• The AI references your meeting context when generating content

• Strategic decisions influence future articles without manual setup

• Client feedback is available in Agentic Chat for reference

Brand Notes create a knowledge source with the type notebook, separate from your manually created Knowledge Sources.

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API Access

Brand Notes are also available via the Cuppa API:

Endpoint	Method	Description
/v1/brands/{siteId}/notebook	GET	List all entries
/v1/brands/{siteId}/notebook	POST	Create a new entry
/v1/brands/{siteId}/notebook/{entryId}	GET	Get a single entry
/v1/brands/{siteId}/notebook/{entryId}	DELETE	Delete an entry

You can also resolve sites by domain using the ?domain=example.com query parameter.

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Use Cases

Agency Teams

Paste client call transcripts after every meeting. Cuppa automatically updates content direction without manual configuration.

Content Managers

Record strategic decisions so the entire team's content stays aligned, even if they weren't on the call.

Freelancers

Keep a running log of client feedback that directly shapes AI output. No more re-reading old emails to remember what the client wanted.

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Plan Availability

Plan	Access
Hobby	No
Starter	No
Power	No
Business	No
Agency	Yes
Agency+	Yes
Enterprise	Yes

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Troubleshooting

Entry stuck on "Processing"

Processing usually completes within 30 seconds. If an entry stays in "Processing" for more than 5 minutes:

• Check that you have a valid OpenAI API key configured

• Try deleting and re-adding the entry

• Very long notes (10,000+ words) may take longer

No directives extracted

Not every meeting produces brand directives. If your notes are purely operational (task lists, status updates), Cuppa may not find directive-level guidance to extract.

Tip: Include strategic discussion and tone/messaging feedback for the best results.

Applied directive not affecting content

After applying a directive, it's added to your AI Instructions. Verify it appears in Site Settings > AI Instructions > Extra Prompt. New content generated after application will follow the directive.

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Related Docs

• AI Instructions: Where applied directives end up

• Knowledge Sources: How embedded notes work in RAG

• Brand Voice: Consistent tone and style

• Agentic Chat: Chat that can reference your notes