Atlasnote ProSelect sources and search your library
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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.

Select sources and search your library

Control the material available to a task and distinguish attachments from saved sources.

Applies to · 0.0.2Content reviewed ·
On this page

Select sources that directly relate to the question. A clear scope makes it easier to check whether the answer is grounded in evidence.

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

Select material for a task

  1. Open the source picker near the conversation composer.
  2. Choose whole sources or specific passages and review the selection.
  3. Confirm source-reading authorization, then send the question.
  4. Open the sources attached to the answer or output to see what was actually used.

Selecting a whole source, selecting a passage, and authorizing library-wide search grant different scopes. Read access does not automatically allow knowledge-library changes.

Choose a source scope, then verify the selected items. Source selection does not authorize changes to the originals.

  1. 1Distinguish selected sources from the entire library.
  2. 2Search for and select the sources needed for this task.

Test environment · Example data · Chinese application interface

Select source scope for this task

Choose a source scope, then verify the selected items. Source selection does not authorize changes to the originals.

Search the whole library

When you do not know where a source is, enable library-wide retrieval and describe the topic. Search uses keywords and available local semantic retrieval; it can fall back when the semantic service is unavailable.

Search hits locate sources. Only passages actually read enter the evidence record; a count of search results is not a count of fully read documents.

Attachments and permanent sources

Conversation attachments initially belong to that conversation. Save individual attachments to the Library when they need to become long-term reading or research material. If deep research requests traceable sources, save the attachment or skip it for that round as prompted.

The composer add menu offers attachments, skills, image generation, CodeMode, and plugins. A visible entry does not mean its service is configured.

  1. 1Attach a file, link, or temporary note for this conversation.
  2. 2Choose a skill, generate an image, or toggle CodeMode.
  3. 3Search for a connected plugin here.

Test environment · Example data · Chinese application interface

Attach material from the composer

The composer add menu offers attachments, skills, image generation, CodeMode, and plugins. A visible entry does not mean its service is configured.

If a source is missing

Check that text extraction completed, the selected scope is correct, and background indexing is ready. Reselect changed sources when necessary. Expanding to the entire library does not fix failed extraction of an individual file.

Next step

Read about checking citations and importing sources.

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

Get help →