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Create a Markdown note

Use POST /clients/{client_id}/notes when you already have text content. 
curl -s \
  -X POST \
  -H "Authorization: Bearer <api_key>" \
  -H "Content-Type: application/json" \
  -d '{"title":"Case summary","markdown":"Session summary in Markdown"}' \
  "https://api.everbility.com/v1/public/clients/864/notes"
Response: 
{
  "note_id": "67d5..."
}

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Upload a PDF

Use POST /clients/{client_id}/notes/upload for PDF files. The endpoint returns a job_id immediately. Poll GET /jobs/{job_id} until the job completes.

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Upload a large audio file

Use POST /clients/{client_id}/transcriptions/upload-large for large audio files. This reuses Everbility’s existing asynchronous transcription workflow. The endpoint returns a job_id immediately. Poll GET /jobs/{job_id} until the job completes.

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Poll job status

Jobs return:
  • status: in_progress, completed, or failed
  • progress: current progress value
  • result: completion payload when available
For completed PDF and audio jobs, result.note_id contains the created note ID. Example: 
{
  "job_id": "8a77...",
  "task_type": "transcript",
  "status": "completed",
  "progress": 100,
  "result": {
    "note_id": "67d5..."
  }
}

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What happens after upload

  • PDF uploads create notes inside Everbility after processing finishes.
  • Large audio uploads create transcribed notes inside Everbility after processing finishes.
  • Those note IDs can then be used in report generation requests.