Internal email notes

Discuss emails without the customer seeing

Internal notes on any conversation: context, handovers, and decisions beside the email, invisible to the customer.

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Context where it belongs. On the email itself.

Private notes

Private notes

Add notes to any email card that only your team can see. Share context, flag issues, or leave instructions. The customer never sees a thing. Notes live on the card, not in a separate tool.

Team mentions

@mention colleagues

Tag a team member in a note to get their attention. @Sarah can you approve this refund? They get notified instantly and can reply in the same thread. No separate Slack message needed.

Full context

Full context trail

Notes are timestamped and attributed. When someone new picks up a card, they see the entire internal conversation: who said what, when, and what decisions were made. No context lost during handoffs.

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Context, not forwarding

Stop forwarding emails to discuss them.

Internal notes replace the 'FYI, see below' email that clogs everyone's inbox.

Without internal notes, teams discuss emails by forwarding them, CCing colleagues, or switching to Slack. Each creates noise, splits context, and makes it harder to find decisions later.

With Drag, the discussion happens on the email itself. The customer's message, your team's internal notes, and the final response all live on the same card. When someone new inherits the conversation, they have everything they need in one place.

Notes work alongside shared drafts. Discuss the approach in notes, then collaborate on the response in a shared draft. The customer sees a polished reply. Your team sees the full decision trail behind it.

Internal notes are available on all plans and work in kanban, list, and preview views.

Internal notes eliminated our 'FYI' email chains completely. Everything we need to discuss about a customer email stays right on the card.

Troy Parquer

Troy Parquer

Senior Transaction Coordinator, CBH Homes

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