How do I add Notes to my emails?

Mailbutler’s Notes feature helps you to easily create notes and attach them to your emails so you won’t lose sight of important information.

⚙️ This is an Integration feature. You can sync created items with an external service.

🙌 This feature can be extended in Mailbutler for Teams. You can share created items with your team members.

Create a Note in an outgoing email

Notes in Apple Mail

 1. Open Apple Mail.

2. Go to an existing email, or start composing a new one.

3. Click on the Sidebar button to reveal it, and to create a new Note.

Screenshot of Note button in Apple Mail

4. Note down what you would like to remember in your Note then click anywhere to save it.

Screenshot of Note in Apple Mail

5. If you made a mistake, remove the Note by clicking on the bin icon.

Screenshot of Note delete button in Apple Mail

Notes in Gmail

 1. Open Gmail.

2. Go to an existing email, or start composing a new one.

3. Click on Note in the Mailbutler Sidebar.

Screenshot of Note button in Gmail

4. Note down what you would like to remember in your Note then click outside the box to save it.

Screenshot of added Note in Gmail

5. If you made a mistake, remove the Note by clicking on the bin icon.

Screenshot of Note delete button in Gmail

Notes in Outlook

 1. Open Outlook.

2. Go to an existing email, or start composing a new one.

3. Open the Mailbutler Sidebar.

4. Go to the Message tab and click on the Note button.

Screenshot of Note button in Outlook

5. Enter the details of the note and click outside of the box to save it.

Screenshot of added Note in Outlook

6. If you made a mistake, remove the Note by clicking on the bin icon.

Screenshot of Note delete button in Outlook

Notes in Apple Mail

 1. Open your Mailbutler Mobile App.

2. Go to an existing email, or start composing a new one.

3. If it’s an existing email, click on the Notes icon of that email and choose Add Note to create a new one. If you’re composing a new email then click on the Notes icon on the features bar.

4. Click on Manage Teams to choose a team you want to share the Note with.

5. Swipe the Note to the left to delete the Note.

Edit Notes on existing Emails
Add Notes when composing an Email
Swipe left to delete or add a reminder

Or go to the Notes tab to find an overview of all your Notes and edit a specific Note here.

You can find a collection of your Notes in:

  • Your Mailbutler companion app (available for Apple Mail users and Gmail users)
  • Your Mailbutler Dashboard
  • A 3rd party note app you have integrated with Mailbutler

Manage Notes from Dashboard

You can also manage your notes from your Dashboard.

Go to your Dashboard -> Notes:

  • Go to the corresponding email:
    • Open in Gmail by clicking on the Gmail icon.
    • Open in Apple Mail by clicking on the envelope icon.
  • Delete them by clicking on the bin icon (this cannot be reverted)
Screenshot of Notes Section in Dashboard

➡️ Learn how to filter your Notes from this article

Manage Team Notes in the Mobile App

In the Mobile App, a list of all your Notes is provided, which you can easily manage. Filter the list of Notes you want to see by clicking on the filter button on the top right.

  • Choose a team you want to share a specific Note with by clicking on the Teams icon.
  • By clicking on the envelope icon, you will see more information and you can also add a Follow-Up Reminder or another Note.
  • If you want to delete the Note then all you need to do is swipe the Note to the left.

Syncing notes with other apps

If you want to have your Notes saved in your notes apps, Mailbutler allows you to share them across other productivity platforms.

We currently support Notes integration with the following apps:

Share Notes with your team

Notes created with Mailbutler can be shared with members of your team.

➡️ Learn more about Shared Notes

Updated on 13 May, 2020

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