Create Project Note via Project Agent – Sapience

Project Agent: Create Notes Feature

Overview

Project agents can now create notes directly within their project context. This enables workflows where you ask the agent to research a topic, analyze information, or summarize findings, and then save the results as a note in your project.

Notes created by the agent:

Are automatically saved as children of the current project

Appear in the project's note/page tree

Support full markdown formatting

Can include tags for organization

How It Works

When you ask your project agent to create a note, it uses the create_project_note tool which:

Creates a new page (SOPage) with your specified title and content

Sets the page's parent to the current project (so it appears in the project tree)

Saves it to the database with your user ownership

Returns confirmation with the new note's UID

Examples: Research and Document

"Research the latest AI development trends and create a note summarizing your findings"

"Look up best practices for FastAPI authentication and save a note about it"

"Search the web for information about EFQM 2025 model changes and create a summary note"

Examples: Meeting Notes and Action Items

"Create a note titled 'Q1 Planning Meeting' with the following content:
- Discussed budget allocation
- Agreed on hiring 2 new engineers
- Next review in March"

"Document our discussion about the API redesign in a new note"

Examples: Project Documentation

"Create a note documenting the architecture decisions we've made for this project"

"Write a note explaining how the authentication flow works based on the project files"

Examples: Analysis Results

"Analyze the project goals and create a note with recommendations for improvement"

"Review the tasks in this project and create a note summarizing the current status"

Prompt Patterns That Trigger Note Creation

The agent will use the create_project_note tool when you use phrases like:

Pattern	Example
"create a note"	"Create a note about X"
"save a note"	"Save a note with these findings"
"document this"	"Document this in a note"
"write a note"	"Write a note summarizing Y"
"make a note"	"Make a note of this information"
"save this as a note"	"Save this research as a note"
"create a page"	"Create a page titled Z"

Combining with Research

The most powerful use case is combining web research with note creation:

"Research [topic] using the web and create a note with your findings"

This triggers a two-step workflow:

Agent uses Web Research Agent to search the web

Agent uses create_project_note to save the results

Example Workflow

User: "Research the top 5 project management methodologies and create a note comparing them"

Agent:

Searches the web for project management methodologies

Analyzes and compares Agile, Scrum, Kanban, Waterfall, Lean

Creates a note titled "Project Management Methodologies Comparison" with:

Overview of each methodology

Pros and cons

When to use each one

Recommendations

Note Properties

When creating notes, the agent sets:

Property	Value
`mba_page_type`	"document"
`content_type`	"markdown"
`author`	"agent"
`scope`	"user" (your private scope)
`parent_uid`	The current project's UID

Optional: Tags

You can ask the agent to tag your notes:

"Create a note about our API design decisions and tag it with 'architecture' and 'api'"

The agent will parse comma-separated tags and save them with the note.

Viewing Created Notes

After the agent creates a note:

It will confirm with the note's title and UID

The note appears in your project's tree under Pages/Notes

You can view, edit, or share it like any other note

Limitations

Notes are created with "user" scope (private to you by default)

The agent cannot edit existing notes (only create new ones)

Maximum content length is limited by the SOPage model constraints

Notes are always created at the project root level (not in subfolders)