Automatic activity notes on an account

You don't have to write a note every time something happens on an account — Turtini writes them for you.

Whenever a meaningful action touches an account, an auto-note is added to its Notes tab: a task created or completed, a meeting logged, a file uploaded, an opportunity created or moved to a new stage, a contact linked, an incoming email matched to the account. The account record ends up reading as one chronological story of everything that happened on it.

Telling them apart:
Auto-notes sit alongside your hand-written notes in the same Notes tab but are styled to be distinct — a tinted background, a system icon, and a category badge (Task, Email, Opportunity, and so on). A human note still looks like a human note.

Auto-notes are a record, not a draft — you don't edit them. Keep writing your own notes for context and judgment; let the auto-notes carry the factual timeline.