Step 1: Create a new note
There are multiple ways to create a note:Option A: From the left sidebar
- Click the + icon in the left sidebar
- Select New note
- Your new note opens immediately in the editor
Option B: From the notes sidebar
- Open the Notes sidebar from the left panel
- Click the + button in the top-right corner
- A new note is created and ready for editing
Step 2: Start writing
The note editor provides a rich writing environment:- Give your note a title by clicking on “Untitled Note”
- Start typing in the main editor area
- Use the formatting toolbar for basic formatting:
- Bold, italic, underline text
- Create headings (H1-H6)
- Add bullet or numbered lists
- Insert code blocks or quotes
Step 3: Use AI writing assistance
When you select any text, a floating menu appears with AI-powered options:Edit with AI
- Highlight text you want to improve
- Click Edit with AI in the floating menu
- Choose from predefined actions:
- Improve: Enhance clarity and flow
- Expand: Add more detail
- Shorten: Make more concise
- Paraphrase: Rewrite in different words
- Custom prompt: Give specific instructions
Add citations
- Select text that needs a citation
- Click Cite in the floating menu
- Search your library or the internet for sources
- Select relevant citations to add
The AI used in the editor can be different from your chat AI. Configure it in settings for optimal performance.
Step 4: Organize and manage notes
In the Notes sidebar
- View all notes: See your complete note collection
- Sort by recent: Most recently edited notes appear first
- Search notes: Find specific content across all notes
- Quick preview: Click any note to preview without leaving your current work
Note management options
Click the menu (three dots) in the top-right of any note to:- Rename the note
- Open in full view for distraction-free writing
- Delete notes you no longer need
Step 5: Connect notes to your research
Reference other documents
- Mention specific papers or files from your library
- Link to other notes for cross-referencing
- Include citations from your research
Use with chat
- Open a note and start a chat
- Select Edit mode in the chat
- Ask AI to modify your note content:
- “Convert this to a summary”
- “Add an introduction paragraph”
- “Reorganize into sections”
Advanced features
AI Autocomplete
Enable AI autocomplete for intelligent writing suggestions as you type.Export options
Export your completed notes in various formats:- Word (.docx) with proper formatting
- PDF for sharing or printing
- Markdown for technical documentation
Tips for effective note-taking
- Create templates: Start with a consistent structure for similar types of notes
- Use headings: Organize content with clear sections
- Link liberally: Connect related ideas across notes
- Review regularly: Revisit and refine notes to reinforce learning
- Tag systematically: Use consistent tags for easy retrieval
Next steps
Now that you can create notes, explore:- Adding citations to your notes
- Using agents to enhance your writing
- Importing research to reference in notes