Skip to main content

📝 Notes & Knowledge Base (Paid Plan)

FlowChat's Notes module provides a powerful knowledge management system integrated directly with your AI conversations.

What is the Notes Module?

Notes are rich Markdown documents that let you:

  • Capture and organize information from AI chats
  • Create reusable knowledge resources
  • Link notes to specific conversations
  • Build a personal or team knowledge base
  • Search across all your saved content

Creating Notes

From Scratch

  1. Navigate to Sidebar → Notes
  2. Click + New Note
  3. Add title and content in Markdown
  4. Save and organize

From Chat Conversations

  1. Find valuable information in any chat
  2. Click the save/clip button
  3. Select or create a note
  4. The excerpt is automatically added

Using Quick Capture

While chatting, quickly save insights:

  • Select text in any message
  • Choose "Save to Note"
  • The content is captured instantly

Note Features

Rich Markdown Support

  • Text formatting - Bold, italic, headings, lists
  • Code blocks - Syntax highlighted snippets
  • Tables - Organized data presentation
  • Links - Internal and external linking
  • Images - Attachments and embeds

Tagging System

  • Add custom tags to notes
  • Filter notes by tag
  • Build topic collections
  • Color-coded organization

Linking to Chats

  • Connect notes to specific conversations
  • Reference chat context in notes
  • Navigate between related content
  • Maintain conversation lineage

Attachments

  • Upload files to notes
  • Link to external resources
  • Embed media content
  • Code snippet storage

Search Capabilities

  • Search across all notes
  • Search within specific notes
  • Cross-reference with chat history
  • Filter by date, tag, or content type

Search Syntax

  • Keywords - Find specific terms
  • Phrases - Search for exact matches
  • Tags - Filter by #tag
  • Dates - Find content by creation time

Use Cases

Use CaseHow to Implement
Prompt LibraryCreate notes with successful prompts, tag by use case
Best PracticesDocument effective AI usage patterns
Project DocumentationLink project chats to comprehensive notes
Research CollectionGather AI-assisted research in organized notes
Team Knowledge BaseShare important insights across the team
Personal WikiBuild your own knowledge repository

Note Organization Strategies

By Topic

  • AI-Assisted-Coding
  • Writing-Improvements
  • Research-Findings
  • Learning-Notes

By Project

  • Project-Alpha-Research
  • Project-Beta-Specs
  • Client-Requirements

By Type

  • Prompt-Templates
  • Model-Comparisons
  • How-To-Guides
  • Reference-Material

Integration with Conversations

Injecting Notes into Chats

Use notes as context:

  1. Start a new conversation
  2. Reference a note in your prompt
  3. The AI has access to that knowledge
  4. Responses are informed by your saved content

Building on Past Work

  • Reference previous notes in new chats
  • Iterate on ideas across multiple sessions
  • Maintain continuity over time
  • Build complex knowledge structures

Collaboration Features

Sharing Notes

  • Share with specific team members
  • Make notes available organization-wide
  • Read-only sharing for reference material
  • Collaborative editing for team documents

Version History

  • Track changes over time
  • Revert to previous versions
  • See who made what changes
  • Audit trail for important documents

Best Practices

  1. Capture immediately - Save valuable insights while chatting
  2. Tag consistently - Use a clear tagging system
  3. Link liberally - Connect related notes and chats
  4. Review regularly - Clean up and organize periodically
  5. Share knowledge - Make useful notes available to your team

Comparison: Notes vs Chat History

AspectChat HistoryNotes
StructureLinear conversationOrganized document
SearchFull-textFull-text + tags
EditingFixedFully editable
SharingPer conversationGranular control
PurposeTransient discussionPersistent knowledge
ContextSingle sessionMultiple sessions