Nice, that sounds like an interesting approach. We did try simpler setups first, including giving the model direct access to raw emails and meeting notes. It works to some extent, but it’s harder to maintain a clear notion of “current state” for different entities. Without links, the model also has to do entity resolution at query time, which can require multiple passes.

A design choice we made was that each note should be usable by the user too, not just the AI. For example, if someone opens a project note, they should be able to immediately understand its current status. Linking notes and using backlinks became a natural way to surface relationships and references while keeping things human-readable.