Faster capture
Users can capture information immediately from voice, quick text, mobile forms or system events.
Verified operational notes for AI agents
Turn raw operational input into verified business output.
Veritiana SourceNote converts voice notes, field observations, service records, meeting context and stock-related notes into structured reports, tasks, customer messages and audit-ready records.
Capture
voice / text / event
Verify
missing data check
Output
report / task / email
SourceNote Runtime
Agent workflow
Input: “Customer reported noise. Replaced filter. Need follow-up next week.”
Agents: structure, detect missing fields, prepare report, create task, draft email
Output: service note, next action, customer summary, internal record
Validation
Before output
The system checks whether date, customer, asset, action, responsible person and next step are present.
Business record
Audit-ready output
Every generated note can store sources, status, confidence, missing fields and final approval state.
Why it matters
Operational knowledge is lost because it stays unstructured.
Technicians, salespeople, warehouse users and managers already know what happened. The problem is that this knowledge is captured late, inconsistently or not at all. SourceNote turns it into a structured business asset.
Missing data detection
The Check Agent detects gaps before a report, task or customer message is finalized.
Standardized records
Every output follows the same business structure instead of depending on individual writing quality.
Low-cost automation
Structured templates, scoped retrieval and task-specific agents reduce unnecessary token usage.
Workflow
From source note to verified output.
SourceNote is not a generic writing assistant. It is a controlled operational pipeline with clear states and auditable output.
01
Capture
Voice, text, mobile form, meeting summary or system event.
02
Structure
Extract customer, asset, location, event, action, issue and next step.
03
Validate
Detect missing fields and unsupported claims before approval.
04
Generate
Create report, email, internal note, task or structured JSON record.
05
Approve
Human confirmation where business risk requires review.
06
Log
Store status, source, confidence, task links and audit history.
Agent model
Small specialized agents instead of one uncontrolled prompt.
Each agent has a narrow responsibility. This makes the workflow cheaper, easier to audit and safer than open-ended text generation.
Capture Agent
Receives voice, text or operational event and prepares normalized input.
Extraction Agent
Identifies entities, actions, quantities, dates, people and business context.
Check Agent
Checks missing fields, contradictions and risky unsupported statements.
Output Agent
Creates the final report, email, task, follow-up or structured system record.
Use cases
Where SourceNote creates value.
Field service
Technician notes become service reports, customer summaries, follow-up tasks and internal records.
Stock and operations
Warehouse observations, stock exceptions, delivery issues and process notes become structured operational records.
Sales and meetings
Meeting notes are converted into action items, customer recap, CRM-ready summaries and next steps.
Business value
Why companies should use it in the AI era.
Knowledge becomes reusable
Operational experience stops disappearing in phone calls, chats or incomplete notes. It becomes searchable, structured and reusable for future decisions.
Less admin work
People can focus on the real work while SourceNote prepares the formal record, follow-up and communication layer.
Better management visibility
Structured notes expose repeated issues, missing data, delayed actions and recurring customer problems.
Safer AI adoption
AI is used inside a controlled workflow with validation and audit logs, not as uncontrolled free-form text generation.
Start with one workflow
Convert operational notes into a reliable business system.
Deploy SourceNote first for service reports, stock exceptions or meeting follow-ups. Expand later into Answer Engine and Signal when the source layer is ready.
MVP scope
First deployment
1. Define note template
Service, stock, meeting or operational workflow.
Service, stock, meeting or operational workflow.
2. Configure required fields
Customer, asset, date, action, owner, next step.
Customer, asset, date, action, owner, next step.
3. Connect output
PDF, email, CRM, task board, ERP or JSON API.
PDF, email, CRM, task board, ERP or JSON API.
4. Start controlled AI workflow
Generate only from captured and validated context.
Generate only from captured and validated context.