Agents using sets to aggregate notes

Let me underscore (among his other tips, as well) this recommendation by Mark A. as a possibly useful avenue. Also you’ll find a lot more discussion and illustrations of the attribute browser in this thread.

For me the value of this feature, which came into TB a couple of years ago, is that it automates something that otherwise would require setting up a lot of agents or doing other detail work. That is: it automatically groups and displays notes by any attribute you specify, and it can fine-tune the display in ways that may approximate part of what you’re looking for. Without getting into a million details, I think if you look through both Mark A’s tutorial and this parallel thread you may find some approaches that are useful for you.