Atlasnote ProInstall, register, and update
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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.

Install, register, and update

Install on a supported Mac, create your account, and understand application updates.

Applies to · 0.0.2Content reviewed ·
On this page

After installation and registration, you can set up your library and add content. AI features also require a model service configuration.

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

Check compatibility

Use an Apple Silicon Mac with macOS 15 or later. Check the Atlasnote Pro download information on the products page. Atlasnote and Atlasnote Pro are separate applications.

Install and register

  1. Download and open the Atlasnote Pro DMG.
  2. Drag the application into Applications, then launch it from there.
  3. Complete the account and library-location steps below.

Enter your email. Use your own email address and request an invitation code. If you already have a Pro account, sign in instead of registering again.

Start registration with your own email address; the address shown is test data.

  1. 1Enter an email address you can access.
  2. 2Request an invitation code, then check your inbox.

Test environment · Example data · Chinese application interface

First registration: email and invitation-code request

Start registration with your own email address; the address shown is test data.

Verify the invitation code. Copy the code from the email into the application, then continue. Email, invitation code, and password are the three steps within account setup.

Enter the invitation code from your email before setting a password.

  1. 1Enter the invitation code, not your sign-in password.
  2. 2Continue to the next step. If necessary, wait until resending is available.

Test environment · Example data · Chinese application interface

First registration: enter the emailed invitation code

Enter the invitation code from your email before setting a password.

Set a password. Enter the same password twice and meet the displayed requirements before creating the account. The screenshot deliberately retains a mismatch message to show what to correct if it appears.

Password validation example: the two entries shown do not match yet. Correct them before creating the account.

  1. 1Set a password and repeat it in the confirmation field.
  2. 2Resolve the password-mismatch message first.
  3. 3Create the account after the password meets the requirements.

Test environment · Example data · Chinese application interface

First registration: password confirmation and validation

Password validation example: the two entries shown do not match yet. Correct them before creating the account.

Confirm the library location. After creating the account, check the local folder and its writable status before continuing. Language and appearance controls are at the bottom left.

Initial library location: check the local folder and its writable status. Do not copy the example path.

  1. 1Check the library folder and writable indicator.
  2. 2Continue with this location when it is suitable.

Test environment · Example data · Chinese application interface

Initial setup: confirm the local library folder

Initial library location: check the local folder and its writable status. Do not copy the example path.

Next come AI connection and your first source. You can configure AI later if you only want to read, and use the sample source if you do not have material ready.

Update the application

The website currently lists version 0.0.2, which supports subsequent in-app updates. Users with 0.0.1 must manually install 0.0.2 once; waiting for an update notification cannot repair the missing update configuration in the older installation.

Finish important tasks and create a backup before updating. Read the release notes for changes that need manual action.

Troubleshooting

If the email does not arrive, check the address and spam folder, then wait for the resend option. If the account service is unavailable, retain the error message and try again later. Creating another library will not resolve a registration failure.

Next step

Configure your first AI model, then try a short source-based question.

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

Get help →