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Living notes are a short summary Stella keeps on every record of an object, such as every contact or every deal. When a field changes, an email arrives, a call ends or a task is done, Stella rewrites the summary so anyone who opens the record knows where things stand. Living notes sit above the record’s own Notes. Stella only writes living notes. Your Notes stay yours, and Stella never edits them.
Try it in a sandbox first: turn it on for one object, open a few records, and read what Stella writes.

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Turn it on

  1. Open Objects and pick the object, for example Contacts.
  2. On the Overview tab, switch on Living notes.
  3. Optionally change the Sections, add Extra instructions, and choose what it updates from.
You need Can edit on the object to change this. Notes start appearing as people open records and as records change. Stella doesn’t rewrite every record at once.

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How it updates

  • It waits for things to settle. Stella rewrites a note once the record has been quiet for about 30 seconds. Ten edits in a minute, or a call that runs for an hour, cost one update at the end.
  • It skips when nothing changed. If everything Stella would read is the same as last time, nothing runs and nothing is charged.
  • Each update starts from the previous note, so facts that are still true keep their wording.
  • Every line says where it came from, like (Call · Oct 11) or (Field · Stage). Stella only writes what the record’s fields, conversations and tasks say. A section with nothing to go on stays empty and is hidden.
  • It counts toward your AI usage like the rest of Stella, and respects your workspace’s AI limits.
The header shows when the note last changed and why, like Updated 4 minutes ago · after a call. Refresh (needs Can edit on the record) updates it now.

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Version history

Open ⋮ → Version history on the note to see every version, newest first, with when and why each one was written. The last 50 versions of each record are kept.

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Who sees what

Living notes are read by everyone who can open the record, so Stella writes them only from what all of those people can see:
  • Restricted properties are left out.
  • Conversations restricted from Share, or in a private inbox, are left out.

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Troubleshooting