Playbook Engagements being added to attendee notes rather than internal notes

Hey, @HazelJohnson :waving_hand: Thanks for the question. Because this distinction isn’t explicit called out in the documentation, I’d suggest filing a support ticket for this one.

To clarify — is this working as designed, but not as we expect? Or is this an unexpected result when using externally booked meetings, playbooks, and notes?

I’d provide the following details:

  • example where the notes worked as expected
  • example where it was shared unexpectedly

Best,

Jaycee