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Adding Notes to the Canvas

Notes on the canvas capture the business thinking behind a forecast assumption. Good notes explain:

  • Why the adjustment was made (e.g., "Based on signed LOI with new enterprise customer")
  • What data or signal informed the assumption (e.g., "Pipeline data as of March 2026 board review")
  • Confidence level or conditions (e.g., "Assumes customer goes live by August 1")
  • Owner and review date if applicable

You can ask the assistant to draft a note in chat and paste it onto the canvas yourself.

You can also ask the Galdera assistant to add notes to a canvas on your behalf (in Agent mode). Just describe what you want documented: "Add a note to the Q4 Pricing overlay explaining that this reflects the approved pricing table from the March board deck." The assistant will draft and write the note, and you will be prompted to Allow or Deny the change before it is saved.