Text, photos, audio and PDFs: capture in CleverNote
This guide is for the CleverNote: Notes & Reminders app. Explore the other blog
A PDF arrives in your inbox, an idea goes into a voice recording, and a meeting leaves you with a photo of a whiteboard. CleverNote brings that material into an archive you can search and question.
Start with what you want to remember
Open CleverNote and capture from Home. Add context when it helps: “meeting with Ana about the kitchen project” is more useful than “meeting.” Your note becomes available while processing continues in the background.
- Text: type or paste your note. You can start without a title.
- Photo: upload a clear picture of the document, board or paper. Keep names and dates in the frame.
- Audio: record your idea from a safe place, then check names and dates in the transcript.
- PDF: upload the file and add its subject. Scanned documents depend on image quality.
Review what was understood
AI can suggest a title, category, tags, people and reminders from the content. Open the note and check important details. An ambiguous date or blurry photo can lead to an incorrect extraction.
An amount mentioned in a document remains part of that source. Notes does not provide a global finance dashboard. To import bank statements, review transactions or total spending by period, open CleverNote Finance. See the guides to receipts and statements.
Find it again
Ask “what did Ana want to change in the project?” or search by subject. Open the cited source to verify the answer. Use stacks to group project documents and related notes to recover context.
For material that arrives outside the app, set up email forwarding or Save from the web in Notes.
Try the app from this guide with your CleverNote account.
Open CleverNote: Notes & Reminders
CleverNote: Notes & Reminders
