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The assistant

An AI that works inside your workspace — it searches, cites, drafts, and edits notes, not just chats about them.

Press Cmd+L and the assistant opens next to your notes. The difference from a generic chatbot: it has hands. It can search your workspace, read notes and transcripts, create new notes, and edit existing ones.

What to use it for

  • Find things: “When did we last talk to Acme about pricing?” It searches notes and transcripts, and every answer links to its source — click through to the exact note or transcript line.
  • Draft things: “Draft a follow-up email from this note.” It works from what was actually said, not from memory.
  • Change things: “Add the action items from this call to the Acme account plan.” It proposes the edit, you approve it in the chat, and it links you to what changed.
  • Answer from the world: it can also search the web when your workspace doesn’t have the answer.

Giving it the right context

Type @ in the composer to attach a note, folder, or recording to your question. Mentioning a folder scopes the conversation to it — “@Acme what’s the current state of this deal?” reads like a project room, not a global search.

Two more ways to feed it:

  • Select text in any note and press Cmd+Shift+L to send the selection straight to the assistant.
  • Dictate your question instead of typing it — the composer takes voice too.

Teaching it your rules

The assistant reads your workspace and folder instructions before acting — how you like notes written, where things get filed, what to always include. Setting them up is the highest-leverage five minutes you can spend here.