How to save ideas and commitments from chat in Notes
Turn information from a conversation into a CleverNote Notes entry, check what was saved and find the source when you need it.
Blog CleverNote Notes
Capture ideas, find your notes, remember people and follow up on reminders with CleverNote Notes.
Household Document Retention Guide for Real Life
Use this household document retention guide to decide what to save, scan, and shred, so bills, warranties, taxes, and records are easy to find when needed.
What Documents Should I Keep?
Wondering what documents should I keep? Learn what to save, for how long, and how to find receipts, contracts, and records when you need them fast, too.
How to Digitize Household Paperwork Without Folders
Learn how to digitize household paperwork, capture every record, and find bills, warranties, and receipts without folders or spreadsheet cleanup. fast.
Personal AI Memory That Finds What You Need
Personal AI memory turns receipts, notes, and conversations into answers you can verify, so the details of everyday life are ready when you need them again.
Automatic Reminders From Notes You’ll Trust
Automatic reminders from notes turn receipts, messages, and quick thoughts into timely prompts with context you can review, fix, and use whenever needed.
How a Shared Family Organizer App Reduces Chores
A shared family organizer app puts schedules, receipts, contacts, and household decisions in one place, so fewer details get lost in messages as life gets busy.
A Personal CRM for Relationships You’ll Actually Use
A personal CRM for relationships helps you remember people, promises, payments, and context - without turning your private life into a spreadsheet daily.
How to Save Emails as Notes Automatically
Learn how to save emails as notes automatically, keep receipts, decisions, and promises searchable, and retrieve the original message when details matter.
Turn Photos Into Searchable Notes Without Filing
Turn photos into searchable notes to find receipts, labels, plans, and details later, without folders, tags, or tedious manual data entry in everyday life.
How to Extract Data From PDF Documents Fast
Learn how to extract data from PDF documents, verify each detail, and turn receipts, contracts, and statements into answers you can use for decisions.
Voice Notes to Searchable Text That Works
Turn voice notes to searchable text and find names, dates, decisions, and costs without replaying audio or organizing files by hand later, when it counts.
AI Answers With Source Citations You Can Trust
AI answers with source citations turn scattered receipts, emails, and notes into useful answers you can check, correct, and act on with confidence daily.
How to Search Notes With AI and Find the Proof
Search notes with AI to find receipts, decisions, contacts, and payments fast, with source-backed answers instead of folders, tags, or spreadsheets daily.
What a Personal Knowledge Management App Does
A personal knowledge management app turns receipts, notes, documents, and contacts into answers you can verify, without folders, tags, or spreadsheet work.
How to Organize Personal Information Without Folders
Learn how to organize personal information without rigid folders, so receipts, contacts, plans, and payments are easy to find when life gets busy, fast.
Stacks: gather a project's notes, your way
Stacks let you hand-gather the notes of a project of yours, a trip, a renovation, a gift list. CleverNote names it, you decide the rest.
Ask questions about specific people and service providers
Ask about a specific person or company and CleverNote automatically filters the relevant notes. No need to type the exact name.
How to continue a conversation in CleverNote Notes
Refine questions about notes, people and projects without repeating every detail. Learn when to restate context and save a conclusion.
Chat in CleverNote Notes: find answers with their sources
Ask about notes, people and reminders, then check the cited sources. Spending and budget questions belong in CleverNote Finance.
Semantic search: find notes by meaning, not by keyword
CleverNote uses vector embeddings to find notes by what they mean, not what they literally say. Search 'client meeting' and find 'partner call'.
How to forward emails to CleverNote
Every account gets a personal @in.clevernote.net address. Forward any email and it becomes an automatic note with attachments included.
Save from the web: clip pages into CleverNote with one click
Save any page or excerpt to CleverNote straight from your bookmarks bar, nothing to install. CleverNote enriches it and links it to your archive.
Text, photos, audio and PDFs: capture in CleverNote Notes
Save notes, documents and ideas in Notes. Learn how to capture each format and when to use Finance for receipts and statements.
People & Services became a CRM of your memory
CleverNote's contacts screen now acts: call, email or WhatsApp in one tap, filter and search by meaning, and see the facts about each person or company synthesized by AI and fixable in one sentence.
Magic-link authentication: no password, no risk
CleverNote doesn't use passwords. Each access is authenticated by a unique link or a 6-digit code sent by email, valid for 15 minutes. More secure, less friction.
CleverNote plans: one account for Finance and Notes
Understand subscriptions, usage and limits across Finance and Notes without buying a separate plan for each product.
CleverNote privacy: your data across Finance and Notes
Understand the shared space, exports and the scope of deleting data across CleverNote Finance and Notes.
CleverNote on iPhone: choose Finance or Notes
Choose the right CleverNote app on iPhone, sign in with the same account and find notes or financial tools in their own product.
Recurring reminders and events in CleverNote
Set up repeating reminders: daily, weekly (one or several days), and monthly. CleverNote uses RFC 5545 patterns with timezone support and multiple days of the week.
Correct AI in one sentence and it learns
CleverNote lets you correct any wrong extraction in natural language. Say 'the correct amount is $50' and the AI applies and learns.
Resurfacing: forgotten ideas that come back at the right time
CleverNote proactively resurfaces relevant notes you captured but forgot. AI filters: only ideas resurface, never receipts or logs.
TL;DR and suggested questions: summarize and explore your notes with AI
CleverNote automatically generates a TL;DR summary and suggested questions for each note. Understand the essentials in seconds and explore with one click.
Related notes: connections you didn't know you had
CleverNote automatically shows which notes are related by meaning. Find forgotten context about a topic exactly when you need it.
Reminders extracted automatically from your notes
Write 'renew insurance on July 15th' and CleverNote creates the reminder by itself. No opening a calendar app, no extra steps.
How CleverNote extracts people and service providers
Every note that mentions a person or company automatically creates a record in People & Services. No form, no manual CRM entry.