Record & Organize

Record & Organize User Guide

NoteGen's "Record" and "Organize" features are designed to help you easily collect fragmented information and use AI to organize it into a structured knowledge system.

• Record Feature: Quickly collect various types of information (text, images, links, voice recordings, etc.) without worrying about organization and classification
• Organize Feature: AI automatically organizes scattered records into logically clear, structurally complete documents

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I. Record Feature

1.1 Accessing Record Feature

Desktop: Click the "Record" tab in the left sidebar

Mobile: Navigate to the dedicated "Record" page

1.2 Supported Record Types

NoteGen supports the following 7 record types:

Text Record

Quickly record text content with automatic clipboard reading support.

Creation Methods:

• Click the text button in the toolbar
• Automatically recognize and create after copying text
• Use keyboard shortcuts for quick recording

Use Cases: Sudden ideas, temporary notes, excerpted paragraphs

Scan Record (OCR)

Automatically recognize text content in images through screenshots.

Creation Methods:

• Click the scan button in the toolbar to take a screenshot
• System automatically performs OCR text recognition
• Supports saving both screenshots and recognition results

Use Cases: Recognizing text in images, scanning paper documents, extracting screen information

Image Record

Save images and add descriptions.

Creation Methods:

• Click the image button in the toolbar to select files
• Supports common image formats
• Can add descriptive text to images

Use Cases: Saving design references, collecting materials, recording visual information; images will be inserted at appropriate positions in notes during organization

Link Record

Automatically recognize and save links from clipboard.

Creation Methods:

• Copy link address to automatically create record
• Automatically fetch webpage title
• Click to directly jump to original link

Use Cases: Bookmarking webpages, saving resource links, reading list

File Record

Save files and their descriptive information.

Creation Methods:

• Click the file button in the toolbar
• Select any type of file
• Add file descriptions or notes

Use Cases: Saving document attachments, archiving resource files

Voice Record

Support real-time recording or uploading audio files with automatic transcription.

Creation Methods:

• Single-click microphone icon: Start real-time recording
• Double-click microphone icon: Select audio file to upload
• System automatically performs speech-to-text

Use Cases: Meeting notes, voice memos, lecture notes, verbal ideas

Todo Record

Create todo items with checkbox completion support.

Creation Methods:

• Click the todo button in the toolbar
• Enter todo content
• Click checkbox to mark as complete

Use Cases: Task lists, reminders, action plans

1.3 Tag Management

Categorize and organize records through tags:

• Create Tags: Click tag management button to create and name new tags
• Drag to Sort: Hold and drag tags to adjust order
• Collapse/Expand: Click tags to collapse or expand record lists
• View Count: Tags display the number of records in that category

1.4 Record Operations

Single Record Operations (right-click menu):

• View details
• Edit content
• Delete record
• Drag into editor to reference

Batch Operations:

• Click multi-select button to enter batch selection mode
• Batch delete
• Batch transfer tags
• Batch export

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II. Organize Feature

2.1 Organize Feature Entry

• Use the organize feature in the toolbar to use organize templates
• Use AI Agent mode to notify AI which records to use for organization

2.2 Organization Process

Step 1: Select Organization Range

Choose records within the following time ranges for organization:

Step 2: Select Organization Template

Multiple organization templates are supported, each containing different organization strategies and prompts. Templates can be customized in settings:

• Template title
• Organization time range
• AI prompt content

Step 3: AI Intelligent Organization

AI automatically analyzes records within the selected range, organizing them by logical relationships and chronological order to generate structured Markdown documents.

Organization Features:

• Automatically recognize different types of records
• Insert image records at appropriate positions
• Organize link records into reference sections
• Use OCR text content for scan records
• Maintain content coherence and readability

Step 4: Save Document

After organization is complete, the system automatically creates and saves a new Markdown file. The document title is automatically generated based on template settings.

2.3 Custom Organization Templates

In Settings > Toolbar Settings > Record Organization Templates, you can create and manage custom templates:

1. Template Title: Name the template
2. Time Range: Set the default time range for organization
3. Prompt Content: Customize AI organization instructions and requirements

Through custom templates, you can have AI organize records according to your preferences and needs.

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III. Advanced Tips

3.1 Keyboard Shortcuts

Use global shortcuts Command or Alt + corresponding tool number (1~N) to quickly invoke record features without switching windows.

3.2 Drag to Reference

Drag records directly into the editor to quickly reference them in articles.

3.3 Search & Filter

• Filter records by tag
• Filter by record type
• Filter by time range

3.4 Data Sync

Support syncing record data to the following platforms:

• GitHub
• Gitee
• GitLab
• Gitea

Ensuring cross-device data consistency and security.

3.5 Trash

Deleted records go to the trash and can be restored or permanently deleted within a certain time period.

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IV. Usage Scenarios

Scenario 1: Learning Note Organization

1. Use text records to excerpt key points during reading and learning
2. Use scan records to save useful charts and diagrams
3. Collect related resource links
4. Regularly (e.g., daily/weekly) use the organize feature to generate learning summaries

Scenario 2: Meeting Records

1. Use voice recording for full meeting recording
2. Create todo records for important items
3. Use scan records to save key information during screen sharing
4. After the meeting, organize and generate meeting minutes

Scenario 3: Project Research

1. Collect competitor resource links
2. Save product screenshots and design references
3. Record ideas and inspiration
4. Organize into research reports

Scenario 4: Personal Knowledge Base

1. Quick daily recording of inspiration
2. Bookmark valuable articles and resources
3. Regularly organize to systematize fragmented information
4. Build a personal knowledge system

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V. FAQ

Q: Are records exportable?

A: Yes, batch export is supported. Select the export function in multi-select mode.

Q: Can organized documents be edited?

A: Yes, the organized result is a standard Markdown file that can be freely edited and modified.

Q: What languages are supported for voice recording?

A: Multiple languages are supported for speech-to-text, depending on the configured AI model.

Q: How do I delete unneeded tags?

A: You can delete tags in tag management. Before deletion, you can choose whether to keep records under that tag.

Q: Where is record data stored?

A: Record data is stored in a local database and can be synced to remote repositories via Git for backup.