Atlasnote ProComplete your first task
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Meet Atlasnote ProGetting started · Understand how local sources, the AI workspace, projects, Wiki, and outputs fit together.
Install, register, and updateGetting started · Install on a supported Mac, create your account, and understand application updates.
Configure your first AI modelGetting started · Save a provider, choose a chat model, and check the connection with a short request.
Complete your first taskGetting started · Produce a source-based summary, check a citation, and reopen a saved output.
Find your way aroundGetting started · Locate Home, Library, Folders, Projects, Code, Wiki, Skills, and Plugins.
Start and continue conversationsAI workspace · Describe a goal, choose how to handle it, and continue work in an existing conversation.
Select sources and search your libraryAI workspace · Control the material available to a task and distinguish attachments from saved sources.
Set task permissions and stopping conditionsAI workspace · Choose file and network access and set optional limits for a task.
Track, cancel, and recover tasksAI workspace · Check execution, goal acceptance, and file delivery separately.
Import webpages, files, and notesCollect and read · Add material to your Library and check that its content is readable.
Read, annotate, and translateCollect and read · Keep notes close to the source and check translations against the original.
Read audio, video, and transcriptsCollect and read · Import media, inspect transcripts, and navigate between text and playback.
Organize sources and foldersCollect and read · Use filters, folders, and project associations without confusing organization with file moves.
Create a project and organize workProjects and research · Keep related sources, documents, and tasks together.
Run deep researchProjects and research · Define scope, select local or online sources, and inspect the report's evidence.
Verify citations and sourcesProjects and research · Return to original passages and distinguish evidence, inference, and unknowns.
Build a knowledge Wiki from sourcesKnowledge Wiki · Organize selected material into readable, traceable, maintainable knowledge pages.
Review Wiki changes and maintain evidenceKnowledge Wiki · Inspect differences and sources before applying knowledge updates.
Write, edit, and refine documentsCreate and deliver · Draft from sources, define the scope of changes, and retain traceable outputs.
Generate summaries and mind mapsCreate and deliver · Extract key points and structure, then check coverage against the original.
Create podcasts, presentations, and mediaCreate and deliver · Review the script or outline, configure required services, and inspect actual media files.
Save, export, and inspect output versionsCreate and deliver · Confirm file delivery, continue editing, and retain versions and sources.
Discover, import, and use skillsSkills and automation · Bring reusable methods into a task while reviewing their source and capabilities.
Turn completed work into a reusable skillSkills and automation · Draft a method from completed work and validate it on another input before scheduling.
Create and manage scheduled tasksSkills and automation · Set frequency, time zone, source scope, and authorization, then inspect actual runs.
Use Dream overnight organizationSkills and automation · Choose a model and local schedule, then review the resulting suggestions.
Connect plugins and MCP toolsAdvanced use · Add a connection, test available tools, and select it for a task.
Browse code and use CodeModeAdvanced use · Connect read-only source code and understand optional script-assisted processing.
Connect an external AgentAdvanced use · Check local installation and sign-in, then select an external executor.
Send tasks through messaging channelsAdvanced use · Connect a channel, approve a controller, and inspect execution on the desktop.
Configure models and external servicesSettings and data · Manage providers, text channels, local endpoints, and media generation separately.
Understand local data and AI authorizationSettings and data · Distinguish local storage, model processing, source sensitivity, and file access.
Back up, recover, and move your librarySettings and data · Create a checked backup and distinguish moving, reconnecting, and cloning.
Migrate and import conversation historySettings and data · Export inspectable history and preview external conversations before merging.
Inspect usage and control costsSettings and data · Distinguish reported model usage, unknown records, and task cost estimates.
Troubleshoot common problemsHelp and troubleshooting · Check configuration, sources, execution, and saving according to where the failure occurs.
Supported formats and scopeHelp and troubleshooting · Check device requirements, file limits, processing needs, and version boundaries.
Contact support and report a problemHelp and troubleshooting · Provide enough information to reproduce an issue without exposing private data.
Tutorial: save a summary with sourcesTutorials · Ask about a short source, verify the answer, and deliver a saved file.
Tutorial: produce a multi-source research reportTutorials · Compare sources, preserve disagreements, and deliver inspectable conclusions.
Tutorial: build and update a Wiki pageTutorials · Create a knowledge page from sources, then review an evidence-based update.
Tutorial: turn sources into an article, podcast, or presentationTutorials · Reuse a checked outline and inspect the delivered format.
Release notes and documentation updatesRelease notes · Check the current installation version, upgrade instructions, and documentation scope.

Complete your first task

Produce a source-based summary, check a citation, and reopen a saved output.

Applies to · 0.0.2Content reviewed ·
On this page

The goal is to ask a question about one short source, check its evidence, and save the summary as a file you can open.

Screenshots show the Chinese application interface in a Test environment with example data.

Prepare one source

Configure a model first. Use the sample source during initial setup, or choose the Library's add button and import a short Markdown file or PDF. Wait until you can open and read its text.

Start with a local file, a web page, or the sample source. Import remains unavailable until a file is selected.

  1. 1Choose the sample source if you do not have a file ready.
  2. 2For a local source, choose the file to import.
  3. 3Import and read after making a selection.

Test environment · Example data · Chinese application interface

Initial setup: import a file or choose the sample source

Start with a local file, a web page, or the sample source. Import remains unavailable until a file is selected.

Ask and check an answer

  1. Ask from the reader, or start a new conversation on Home and select that source.
  2. Check the source, model, and permissions shown in the composer. Confirm the source-reading authorization.
  3. Send: “Summarize this source in three points. Keep a citation for each point and identify anything the source does not establish.”
  4. Open a citation in the answer and compare at least one point with the original passage.

Ask beside the sample source. The question shown is an unsent draft, not a generated answer.

  1. 1Reader tools appear above the source and vary by content type.
  2. 2Enter a question in the side panel and request source citations.
  3. 3Check the source, agent, and model before sending.

Test environment · Example data · Chinese application interface

Draft your first question beside the sample source

Ask beside the sample source. The question shown is an unsent draft, not a generated answer.

The question shown has not been sent. After receiving a real answer, open its citations to check them. If no sources appear, first inspect source selection and what the task actually read.

Save an output

Continue in the same conversation: “Save the summary we just checked as a Markdown file, preserve its sources, and list the file as an output of this task.” Use an Agent mode that can work with files and confirm the working directory and write permission.

Check the save status in the output list, then open the file. A text answer does not necessarily create a file; explicitly request a saved and registered output if none appears.

In the reader's side panel, switch to Files, then Conversation files, and open the file marked Generated. The screenshot illustrates a different test task; your filename depends on your request.

The test task lists a generated file under Conversation files. Its name and text illustrate the location, not the result of your own exercise.

  1. 1Switch to the Files tab in the side panel.
  2. 2Choose Conversation files for files related to this conversation.
  3. 3Open the file marked Generated and check its actual content.

Test environment · Example data · Chinese application interface

Find a generated output under Conversation files

The test task lists a generated file under Conversation files. Its name and text illustrate the location, not the result of your own exercise.

Check completion

  • You can open the original source.
  • Answer citations lead back to relevant material.
  • You checked at least one conclusion and distinguished it from inference.
  • The output is saved and can be reopened.

An execution ending does not establish factual correctness or successful saving. If saving fails, retry saving the existing output first.

Next step

Follow the source-based summary tutorial, or learn about source selection and library search.

Configure model, media, and connected services as needed. See each article for requirements.

Get help →