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.
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:
- Extracts a clean summary
- Identifies key decisions and action items
- Surfaces brand directives (tone, messaging, positioning changes)
- Embeds everything into your Knowledge Base for RAG retrieval
- Suggests updates to your AI Instructions based on what was discussed
No more manually translating client feedback into content settings.
How It Works
Step 1: Add a Note
- Go to Site Settings > Client Notes
- Click Add Entry
- 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
- 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
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” |
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.
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.
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.
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.
Plan Availability
| Plan | Access |
|---|---|
| Hobby | No |
| Starter | No |
| Power | No |
| Business | No |
| Agency | Yes |
| Agency+ | Yes |
| Enterprise | Yes |
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.
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