181 lines
6.4 KiB
Markdown
181 lines
6.4 KiB
Markdown
# Smart Actions — User Guide
|
|
|
|
> NoteLett's AI-powered features for transforming, analyzing, and enriching your notes.
|
|
|
|
---
|
|
|
|
## What are Smart Actions?
|
|
|
|
Smart Actions use large language models (LLMs) to help you work with your notes — summarizing, rewriting, extracting information, detecting duplicates, and more. They're available on both web and mobile.
|
|
|
|
---
|
|
|
|
## Getting Started
|
|
|
|
Smart Actions are gated behind the `notelett_smart_actions_enabled` feature flag. When enabled, you'll see the **Smart Actions** panel on note detail pages and a **Prompts** item in the sidebar.
|
|
|
|
### Requirements
|
|
|
|
- An LLM provider configured via environment variables (`LLM_PROVIDER`, `OPENAI_API_KEY`, etc.)
|
|
- Feature flag `notelett_smart_actions_enabled` set to `true`
|
|
|
|
---
|
|
|
|
## 20 Built-in Prompt Templates
|
|
|
|
### Transform
|
|
| Template | Description | Input | Output |
|
|
|----------|-------------|-------|--------|
|
|
| **Summarize** | Create a concise summary | text | new_note |
|
|
| **Shorten** | Condense while keeping key points | text | replace |
|
|
| **Expand** | Add more detail and examples | text | replace |
|
|
| **Bullet Points** | Convert to bullet points | text | replace |
|
|
| **Fix & Rewrite** | Fix grammar, improve clarity | text | replace |
|
|
| **Change Tone** | Rewrite in a different tone | text | replace |
|
|
| **Translate** | Translate to another language | text | new_note |
|
|
|
|
### Extract
|
|
| Template | Description | Input | Output |
|
|
|----------|-------------|-------|--------|
|
|
| **Extract Key Facts** | Pull out key facts and data | text | artifact |
|
|
| **Extract Action Items** | Find action items and tasks | text | artifact |
|
|
| **Parse Receipt** | Extract line items from receipt | image | artifact |
|
|
|
|
### Generate
|
|
| Template | Description | Input | Output |
|
|
|----------|-------------|-------|--------|
|
|
| **Continue Writing** | Continue from where you left off | text | replace |
|
|
| **Explain** | Explain selected concept | text | artifact |
|
|
| **Generate Outline** | Create a structured outline | text | new_note |
|
|
|
|
### Analysis
|
|
| Template | Description | Input | Output |
|
|
|----------|-------------|-------|--------|
|
|
| **Compare Notes** | Compare 2-5 notes side by side | multi-note | new_note |
|
|
| **Merge Notes** | Combine notes into one | multi-note | new_note |
|
|
| **Rate Food Label** | Analyze nutritional info | image | artifact |
|
|
|
|
### Export
|
|
| Template | Description | Input | Output |
|
|
|----------|-------------|-------|--------|
|
|
| **Shareable Summary** | Polished version for sharing | text | new_note |
|
|
| **Presentation Outline** | Slide-ready outline | text | new_note |
|
|
| **Email Draft** | Draft an email from notes | text | clipboard |
|
|
| **Social Post** | Generate a social media post | text | clipboard |
|
|
|
|
---
|
|
|
|
## Using Smart Actions
|
|
|
|
### On the Web
|
|
|
|
1. **Open a note** → the Smart Actions panel appears on the right
|
|
2. **Click any action** → it runs immediately on the current note
|
|
3. **View the result** → copy, save as new note, apply to note, or discard
|
|
4. **Suggest Tags** → click to get AI-suggested tags, then accept individually
|
|
|
|
### On Mobile
|
|
|
|
1. **Open a note** → tap **Smart Actions** to expand the panel
|
|
2. **Tap an action** → runs and shows result inline
|
|
3. **Quick Capture** → 6 capture modes: Text, Photo, Voice, URL, Scan, Paste
|
|
|
|
### Custom Templates
|
|
|
|
1. Navigate to **Prompts** in the sidebar
|
|
2. Click **Create Custom Prompt**
|
|
3. Fill in name, category, system prompt, and user prompt template
|
|
4. Use template variables: `{{note.title}}`, `{{note.body}}`, `{{note.tags}}`
|
|
|
|
---
|
|
|
|
## Intelligence Features
|
|
|
|
### Reading Time (F10)
|
|
Displayed automatically on every note — word count and estimated reading time.
|
|
|
|
### Tag Suggestions (F5)
|
|
Click "Suggest Tags" to get 3-5 AI-suggested tags based on note content.
|
|
|
|
### Duplicate Detection (F8)
|
|
When `notelett_duplicate_check_enabled` is on, similar notes are flagged after save.
|
|
|
|
### Related Notes (F9)
|
|
When `notelett_suggest_links_enabled` is on, related notes are suggested for linking.
|
|
|
|
### Knowledge Gaps (F12)
|
|
Navigate to a workspace → **Knowledge Gaps** to analyze topic coverage and find gaps.
|
|
|
|
### Auto-Summarize (F6)
|
|
When `notelett_auto_summarize_enabled` is on, long notes (300+ words) get automatic summaries.
|
|
|
|
---
|
|
|
|
## Scheduled Actions (F25)
|
|
|
|
Create scheduled prompts that run automatically:
|
|
|
|
1. Go to the scheduler API: `POST /api/prompt-schedules`
|
|
2. Set a cron expression (e.g., `0 17 * * 5` for every Friday at 5pm)
|
|
3. Choose a template and workspace
|
|
4. The scheduler runs every 60 seconds and matches due schedules
|
|
|
|
**Weekly Digest (F11)**: A special scheduled action that summarizes all notes created/modified in a workspace that week.
|
|
|
|
---
|
|
|
|
## Webhook-Triggered Actions (F26)
|
|
|
|
Set up webhooks to run prompts when events occur:
|
|
|
|
- `note.created` — when a note is created
|
|
- `note.updated` — when a note is updated
|
|
- `note.tagged` — when a note is tagged
|
|
- `external` — triggered via API
|
|
|
|
---
|
|
|
|
## Approval-Gated Actions (F27)
|
|
|
|
Templates with `requiresApproval: true` create proposed actions instead of applying immediately. Review and approve/reject via the existing approval queue.
|
|
|
|
---
|
|
|
|
## Feature Flags
|
|
|
|
| Flag | Default | Controls |
|
|
|------|---------|----------|
|
|
| `notelett_smart_actions_enabled` | false | All Smart Actions UI + API |
|
|
| `notelett_auto_summarize_enabled` | false | Auto-summarize on save |
|
|
| `notelett_duplicate_check_enabled` | true | Duplicate detection |
|
|
| `notelett_suggest_links_enabled` | true | Auto-link suggestions |
|
|
| `notelett_auto_link_enabled` | false | Auto-link on save |
|
|
| `notelett_copilot_llm_enabled` | false | Editor AI (F1-F4) |
|
|
| `notelett_voice_capture_enabled` | false | Voice-to-note |
|
|
| `notelett_scheduled_actions_enabled` | false | Scheduled actions |
|
|
| `notelett_webhooks_enabled` | false | Webhook triggers |
|
|
|
|
---
|
|
|
|
## Environment Variables
|
|
|
|
| Variable | Description |
|
|
|----------|-------------|
|
|
| `LLM_PROVIDER` | Provider type: `azure`, `openai`, or `mock` |
|
|
| `OPENAI_API_KEY` | OpenAI API key (for openai provider) |
|
|
| `AZURE_OPENAI_ENDPOINT` | Azure OpenAI endpoint URL |
|
|
| `AZURE_OPENAI_KEY` | Azure OpenAI key |
|
|
| `AZURE_OPENAI_DEPLOYMENT` | Azure deployment name |
|
|
| `LLM_EMBEDDING_MODEL` | Embedding model override |
|
|
|
|
---
|
|
|
|
## MCP Tools (for AI Agents)
|
|
|
|
| Tool | Description |
|
|
|------|-------------|
|
|
| `notes.prompts.run` | Run any prompt template on a note |
|
|
| `notes.intelligence.suggest_tags` | Suggest tags for a note |
|
|
| `notes.intelligence.check_duplicates` | Check for duplicate notes |
|
|
| `notes.intelligence.suggest_links` | Suggest related notes to link |
|