Shepherd Notes (the front desk)

Capturing a note in Shepherd Notes

Capturing is the heart of Shepherd Notes: get the thought out of your head and into Vianney in one line, and let it do the sorting.

1. Open Messages. The Catch it capture box is at the top of the feed.
2. Type (or dictate with the microphone) what you heard, in plain words — for example: "Saw Lorraine after the 8 — her sister in Arizona just went on hospice."
3. Click Catch it.

The note appears in the Pending feed as a card (Shepherd Notes cards are sorted above birthday and anniversary greetings).
In the background, Vianney classifies it, looks for the person mentioned, and drafts a reply.
The card shows the original words, a kind badge, the suggested Reply goes to (the teller — who you will respond to), an About line (the subject — who the note is actually about, if different), and a draft you can edit.

Write it the way you would say it — you do not need to format anything.
One thought per capture works best; capture two separate things as two notes.
Each staffer's Shepherd Notes cards are private to them — your colleagues see their own notes, not yours.
If Shepherd Notes triage is switched off in Settings → AI add-on, a captured note still appears in the feed — it just isn't auto-classified or auto-drafted, so you sort and write the reply yourself.
Next: decide who the reply goes to and then send it.