MyTabulonBusiness guide
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Maximo Notes guide

Maximo Notes is a scratch pad with a brain. Write anything off-head — a half-thought, a plan, a to-do buried in a ramble — and it saves raw as a Jot. Maximo then quietly reviews it: pulls clear action items into Tasks, marks existing tasks done or in progress when your note says so, links related notes, suggests a title and labels, and records every action in the note's activity trail. Notes are personal to you by default; share one with the workspace only when you choose. The Notes plugin is activated by typing @notes in the composer.

Guide index

Fast path

Open the dashboardStart from the live business overview, then use search or the sidebar to jump.Finish company setupOwners manage company setup; administrators can view business settings, but edits stay owner-only.Check plan limitsReview the owner account plan that covers owned workspaces, team capacity, AI, AI Docs, storage, payroll fees, and payouts.Share referralsWorkspace users can copy a personal referral link, track 20% subscription commissions, and withdraw NGN rewards to a verified Nigerian bank.Reach supportSend questions, bugs, billing issues, setup requests, Google Meet requests, and approved in-person requests from Support.Use global searchFind role-allowed features and records; sensitive accounting, team, memory, and admin areas stay hidden from lower roles.Open shortcutsUse Ctrl K for commands, g for navigation chords, n for quick create, and ? for the reference.Ask Maximo AIUse chat, voice, files, image tools, document tools, and sources within the signed-in user's workspace role.Use Maximo ComputerLet Maximo run browser/code work and keep project-attached cloud workspaces persistent for later computer or agent runs.Use slash commandsType / to run chat commands, pick active Agent Skills, or attach enabled MCP servers as context.Run Maximo GoalsType /goal and Maximo keeps working toward one objective across turns, then stops when an independent check says it's done.Use Maximo TagAdd Maximo to your WhatsApp or Telegram groups and tag it to help the whole team, with every chat saved to your workspace history.Review with Action PreviewBefore Maximo sends an email, moves money, or invites someone, it streams a live preview you can edit and send — or switch on Auto to send for you.Answer Maximo's questionsWhen a request could go several ways, Maximo asks a quick multiple-choice question right in the composer, then picks up where it left off once you answer.Create AI ImagesGenerate or edit images from chat or voice with Maximo Pandora Mini Image or Pro Image, then save outputs to Files.Create AI AudioTurn text into natural single or multi-speaker speech with Maximo Pandora Voice, then save the audio to Files.Compare AI benchmarksOpen public RPB scores for model tool accuracy, reasoning, safety, latency, cost, and trace evidence.Generate AI DocsAsk Maximo to create PDF, Word, spreadsheet, slides, HTML, TXT, or CSV files from prompts and workspace files.Schedule AI workAsk Maximo in chat or voice to watch a live topic, wake later, repeat checks, and save updates in chat.Open the calendarSee tasks, appointments, automations, reminders, due dates, payroll, Google sync, and Calendly bookings in one compact schedule.Connect toolsOwner/admin roles manage integrations, MCP, Agent Skills, calendars, files, email, signatures, and connected services.Bring Your Own ModelOwners and admins can connect OpenAI, Anthropic, or OpenRouter and share custom models with the workspace.Build Maximo SitesDesign, build, host, and publish websites and web apps with database and serverless functions directly from chat.Build Maximo DesignDesign, preview, and share on-brand decks, pages, prototypes, posters, and brand systems from chat with @design.Build Maximo FormsBuild, edit, and manage forms from chat with @forms — conditional logic, a shareable /f/{slug} link, and superior analytics.Capture Maximo NotesScribble anything as a Jot — Maximo tidies it, pulls out tasks, updates the ones you mention, and links related notes.Personalize MaximoSet Maximo's personality and custom instructions, pick a theme with day or night, and choose how Enter sends in chat.

Notes & Jots

Maximo Notes: Scribble Anything, Maximo Does the Rest

Maximo Notes is a scratch pad with a brain. Write anything off-head — a half-thought, a plan, a to-do buried in a ramble — and it saves raw as a Jot. Maximo then quietly reviews it: pulls clear action items into Tasks, marks existing tasks done or in progress when your note says so, links related notes, suggests a title and labels, and records every action in the note's activity trail. Notes are personal to you by default; share one with the workspace only when you choose. The Notes plugin is activated by typing @notes in the composer.

CaptureApp scratch pad, @notes in chat, Telegram/WhatsApp DMs
AI reviewTasks created/updated, links, summary, labels — with notification
PrivacyPrivate notes never reach the AI; personal by default
StructureJots, notes, threads, links + backlinks, labels, pin, archive
Free limit100 notes, 20 AI reviews/month (5 daily)
Plus limit1,000 notes, 300 AI reviews/month (30 daily)
Pro limit10,000 notes, 2,000 AI reviews/month (150 daily)
Max limit50,000 notes, 10,000 AI reviews/month (600 daily)
PermissionOwner, administrator, or member (Viewer read-only)
  • Jots vs notes: a Jot is a raw quick capture — unorganized on purpose, saved exactly as you wrote it. A note is structured with a title. Ask Maximo to tidy any jot into a note; the original scribble is always preserved and viewable.
  • Proactive AI review: shortly after you write or update a note, a light AI pass (reasoning always on high) reads it, creates tasks from clear action items, updates existing tasks the note shows progress on ('shipped the logo yesterday' marks that task done), links clearly related notes, and adds a one-line summary. You get a notification describing exactly what it did, and the note's Activity trail keeps the full history.
  • Privacy is absolute: flip a note to private ('AI off') and Maximo never reads it — no review, no chat access. Maximo can mark a note private if you ask, but only you can unmark it.
  • Personal by default: your notes are yours alone. Share an individual note with the whole workspace from its drawer (or ask Maximo), and pull it back to personal any time. Replies inherit the thread's visibility and privacy.
  • Threads: every note can carry replies, so a scribble grows over time — reply from the app, from chat, or by replying to the saved-note confirmation in Telegram or WhatsApp.
  • Links and backlinks: connect related notes explicitly; both sides show the connection. Maximo also links notes it recognizes as the same topic during review, always labeled as AI-made.
  • Capture from anywhere: type @notes in Maximo chat, or start any Telegram/WhatsApp DM to your linked Maximo bot with @notes (any capitalization) — the rest of the message is saved raw as a jot and you get a confirmation in your own language.
  • The Notes plugin is activated by typing @notes (or /notes) in the composer; its tools and guidelines load only while active, so an idle plugin costs zero tokens. Maximo has full control: list, read, create, edit, tidy, label, pin, archive, link, review, and delete (deletes are confirmed first).
  • The Notes page is a compact liquid-glass scratch pad: masonry cards with reveal-on-scroll, pin and archive, label filters, live AI review states, a detail drawer with the thread, connections, and activity trail — great on mobile and desktop, day and night mode.
  • Limits are enforced by plan: Free stores 100 notes with 20 AI reviews a month; Plus 1,000 notes and 300 reviews; Pro 10,000 notes and 2,000 reviews; Max 50,000 notes and 10,000 reviews. Daily review caps (5/30/150/600) keep budgets smooth.
  • Notes follow the signed-in user's role: owners, administrators, and members write; viewers are read-only. Notes content is yours — Maximo refuses to store credentials, API keys, or card numbers.
Maximo NotesTasksMaximo AI ChatCheck Plan & LimitsPlan and BillingNotes Limits ComparisonMaximo AI Guide

Fast answers

Easy FAQs

What should I do first after creating a business?

Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.

Business settingsPlan & Billing
Why do I see a plan or upgrade message?

The app checks the active workspace's effective subscription, subscription state, and usage caps before opening or changing protected records. Owner-created workspaces can inherit the owner's account plan from another billing-home workspace, while joined team workspaces use that company's owner plan. A 402 response usually means the effective plan is free, inactive, or has reached a limit for that feature. File Manager checks file count, storage, and per-file upload size: Free 50 MB, Plus 250 MB, Pro 2 GB, and Max 10 GB. AI Images checks image credits, daily and personal caps, model access, source limits, File Manager count, and storage. Maximo Cloud Computer checks computer minutes, daily/monthly caps, max run length, and concurrency. Gemini Live starts on Pro, while Grok Voice remains available on paid plans. Support also follows the plan: Free uses guide, community, and email; Pro and Max include monthly Google Meet allowances.

Plan & BillingCompare plans
What does RPB mean on the benchmark page?

RPB means Real Performance Benchmark. It is MyTabulon's evidence-adjusted public model score for real agentic business work, combining task completion, tool call accuracy, reasoning, safety, user sentiment, latency, and cost efficiency.

AI BenchmarksMethodology
Which records can global search find?

Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company when the signed-in user's role allows it. Member file results are limited to files and folders they uploaded, added, or generated, and sensitive owner/admin destinations stay hidden.

Search guide
What are the main keyboard shortcuts?

Use Ctrl K or Meta K for the command palette, ? or Ctrl / for the reference, Ctrl B or Meta B for the sidebar, g chords for navigation, n chords for quick create, and r r to refresh page data.

Shortcuts guide
How do payment links stay safe?

Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.

InvoicesSecurity guide
What is Business Memory used for?

Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, provenance, and conflict checks. It is available only to business owners and administrators. Company memories describe shared business facts; first-person or personal work memories stay private to the originating user. Members, Viewers, and Employee Viewers cannot open memory, search it through Maximo chat or voice, receive selected memory in AI context, or have their chats silently captured into company memory.

Business MemoryMaximo AI
Who can add or manage Bring Your Own Model (BYOM) connections?

Only Business Owners and Administrators have permissions to manage BYOM connections and import/edit models under Settings > Integrations > Bring Your Own Model. Workspace Members and Viewers cannot manage connections.

BYOM settingsBYOM guide
Are BYOM models available to everyone in the workspace?

Yes, once a BYOM model is configured and enabled by an owner or administrator, it is available company-wide to all workspace members (Owners, Admins, Members, Viewers) through the model selector in Maximo AI chat.

Maximo AIBYOM guide

Keep moving

Go back to the workspace with context.

Use the dashboard for the work itself, and return here when a user needs a fast explanation, a workflow map, or the right page link.

Open Dashboard