Capture a note and view a structured AI overview with Field Seller Agent Updated July 15, 2026 07:00 Capture your thoughts right after a customer meeting and let Showpad Assist turn them into structured notes. You can dictate, upload a photo of handwritten notes, or type. Assist turns this into clear summaries with key topics. You get a concise, shareable overview of your customer engagement. When you link a note to a meeting, Assist creates pre-filled follow-up actions. This helps you stay connected with buyers and keeps your team updated on your progress. Note: We are committed to providing you with high-quality, secure AI-generated content. See our Generative-AI FAQ to learn about the data privacy and quality controls we use with our AI features. Key features Capture notes by uploading an image, typing, or recording Receive an AI-powered overview that summarizes your notes and lists key topics Link notes to a meeting to build a comprehensive record You need this to succeed Access to the Showpad Web App or iOS App Field Seller Agent enabled by your administrator Choose your success platform iOS Web App The quick way on the Web App Capture a note: Click the Create button, then select Meeting Note. Add your thoughts via voice, image, or text. Optionally, link the note to a meeting. Click Create. Review the AI-powered note overview Manage your notes Do this step by step Capture your notes after a meeting and let Field Seller Agent transform them into structured overviews and follow-up actions. Capture a note Click the Create button, then select Meeting Note. Begin speaking to transcribe your voice, or select a Note type option to choose a capture method: Transcribe voice: Speak your notes into your microphone. Click the pause icon to take a break and the play icon to continue. To restart the recording, click the retry icon. To discard the recording, click the trash icon. Click the red stop icon when you’re done. Type to edit your transcribed thoughts. Image: Choose an image file from your device. You’ll see a preview of the image. If you don’t want to create a note from the image, click Remove. You can then drag and drop or click to upload a new image. Text: Choose to either type or transcribe your note:Type your unstructured notes about the engagement into the Content box. Optionally, link the note to a meeting by searching and selecting one. If the meeting isn’t recorded, click the calendar icon to log it. Learn how to log a meeting in Showpad. Click Create. You'll be redirected to your list of notes while it's processing. When your AI-powered overview is ready, you'll receive a notification. Click it to view the AI-powered note overview. Back to Top Review the AI-powered note overview Navigate to the Shares tab and select Meetings. Click the Your Notes tab. Click on any note from the list to open its structured, AI-powered overview. From the note overview screen, you can see key information and perform several actions: Below the note title, you can see when the note was last edited, the linked meeting, and the Related CRM Record. Click the Copy icon to copy the entire AI-generated summary and topic list to your clipboard, making it easy to paste into an email, CRM, or other application. To view the text, audio, or image you initially captured, click See original. To edit the note, click the three dot menu and select Edit. To permanently delete the note, click the three dot menu, select Delete, and then confirm on the pop-up. On the right, the Field Seller Agent sidebar shows the linked meeting, which you can click to update. When you link a note to a meeting, the meeting’s summary is updated. Click Go to meeting to view the updated meeting overview. Back to Top Manage notes The Your Notes tab on the Meetings page is where you can view all your notes. Sort the notes by Title, date and time Added, or Type of note. You’ll also see the Meeting that each note is linked to. If a note is not linked to a meeting, click Link to select which meeting the note is associated with. To edit a note, click the three dot menu and select Edit. Update the title and/or linked meeting and click Save. To delete a note, click the three dot menu and select Delete. Confirm on the pop-up. To view the notes linked to specific meetings, click Meetings: Any. Then, search for and select the meetings you want. Back to Top The quick way on iOS Capture a note: Tap the Note icon on the floating Field Seller Agent button. Add your thoughts via voice, image, or text. Optionally, link the note to a meeting. Tap Create. Review the AI-powered note overview Manage your notes Do this step by step Capture your notes after a meeting and let Field Seller Agent transform them into structured overviews and follow-up actions. Note: Field sellers can add audio, image, and text notes on iOS without an internet connection. Notes are transcribed on-device and saved locally. Once the device is connected again, the notes sync automatically and trigger summaries and CRM updates without any action from you. Capture a note Tap the Note icon on the floating button. Select how you would like to capture a note: Audio: Tap Start recording. Speak your notes into your microphone. Tap the pause icon to stop recording or take a break. To continue recording, tap the Resume button. To delete the recording, tap the trash icon. Image: Tap the photo icon to select an existing photo from your device. You’ll see a preview of the image. Tap the camera icon to take a picture of your notes. Text: Type your thoughts in the note field. Tap Select meeting (Optional) to link the note to a meeting by choosing one from the list. Tap Done. You'll be redirected to your list of notes while it's processing. When your AI-powered overview is ready, you'll receive a notification. Tap it to view the summary. Alternatively, from the Overview or Notes tab, you can link existing notes. To do so, click the Link existing notes option, and select the notes to link (up to five). Tap Link. The meeting overview will be updated with the notes you linked. Back to Top View the AI-powered note overview Navigate to the Meetings page. Tap the Notes icon in the upper left of the Meetings page. Tap on any note from the list to open its structured, AI-powered overview. From the note overview screen, you can see key information and perform several actions: Note Details: Tap the details icon in the upper-right corner to view the note details. Here you can: View the original content, and the date and time the note was created. Edit the Title Update the Linked Meeting Delete the note Share icon: Tap the share icon to copy the note overview to your clipboard or share it with your preferred messaging app. Follow-up: Tap the floating Follow-up button to view suggested actions from Field Seller Agent. If the note is not linked, you’ll be prompted to link the note. Back to Top Manage notes The Notes icon on the Meetings page is where you can view all your notes. They’re organized by date. To view only notes not linked to meetings, tap Unlinked. Tap a note to view the note overview and the option to edit or delete the note. Back to Top Now that you've captured your notes, learn how to log, sync, and manage the corresponding meeting to unlock AI-powered follow-up actions. 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