Chat in CleverNote: find answers with their sources
This guide is for the CleverNote: Notes & Reminders app. Explore the other blog
You remember a meeting topic but not which note contains the decision. In CleverNote, ask the way you remember it: “what did we agree about the project deadline?”
Ask about your archive
Chat retrieves information from the available sources in your space. Useful questions include:
- “What deadline was in Ana’s proposal?”
- “Who recommended that electrician?”
- “What did I write about the kitchen renovation?”
- “Which reminders do I have this week?”
Give enough context to distinguish similar people or documents. If the response uses the wrong source, add the project name, date or another detail.
Open the citation
When an answer includes a citation, open the note and check the original passage. Citations help you verify an answer; they do not eliminate reading errors, missing information or ambiguity.
For example, check an agreed deadline against the cited email or document. If you renegotiated it later, also check the newer note. Correct mistaken extractions before relying on them.
Continue the conversation
Refine with “who was responsible?” or “show me that meeting note.” If the conversation loses context, include the person or project again. Save a conclusion as a note when you want to keep it: a conversation and a saved note serve different purposes.
Use Finance for financial questions
“How much did I spend on groceries this month?” depends on financial transactions, rather than document search alone. Ask it in CleverNote Finance and read the financial chat guide.
Notes can retrieve an amount written in a source. That is different from consolidating all spending in your account.
See also: semantic search, questions about people and follow-up conversations.
Try the app from this guide with your CleverNote account.
Open CleverNote: Notes & Reminders
CleverNote: Notes & Reminders
