Ask your notes

Ask questions about a meeting or your saved library, check the cited passages, and add an answer to My notes.

Chat answers questions from your saved notes and transcripts. Search finds matching notes; Chat reads selected passages and writes an answer with sources you can check.

Chat is available to signed-in users with an eligible trial or active Pro subscription. Pay Once alone does not include cloud Chat. If Chat is temporarily paused, you can still read your saved conversations on this Mac.

Ask a question

Open Chat

Open Notetaker → Ask about your notes…, or open a note and choose Chat.

Check cloud processing

Hover over the question field, then the cloud icon, to read where Chat runs. Asking sends your question and matching passages to the cloud, including for notes recorded in Local Mode.

Send a question

Choose Ask or press Return. ⇧Return adds a new line.

Inspect a source

Choose a numbered source pill in the answer to read its passage.

Try “What did we agree about the launch date?” or “Draft a recap.” Chat does not send messages, create events, or change notes automatically.

Choose which notes to use

A note's Chat button uses that note. Library Chat searches all saved notes, or you can select up to 20 notes first.

Scope… starts a conversation with different notes, dates, or tags and keeps your draft question. Chat never widens your selection. Dates use your Mac's time zone.

Ask “List all saved decisions” or “List all saved action items” for a local list of saved rows with sources. Chat scans the selected notes, dates and tags without sending that list to a provider.

For broader questions, Chat can review complete summaries and My notes that fit one request. The answer labels this scope and excludes transcript-only statements. Otherwise, it shows saved rows with a limit notice or asks you to narrow the scope.

Limited coverage means only some passages fitted. Narrow the notes or dates to check more. Selected passages cannot establish a complete library audit.

Add files to a question

Choose the paperclip to attach up to three text, Markdown, or text-bearing PDF files: 10 MiB per file, 20 MiB combined. Scanned PDFs need text recognition first.

Chat extracts text on your Mac and sends file names and selected excerpts when you ask. Original files are not uploaded or retained as attachments. Check the cited excerpts; an answer may use only part of a file. Excerpts stay in the saved conversation.

Check the sources

Numbered pills open the source beside the full Chat page. It identifies the note, source type, and transcript timestamp. Attached files show saved excerpts. If a note changed after the answer, a warning tells you to check its current version.

Choose Open note to select matching transcript segments or notes. Edited sources stay readable; Epilude highlights them only when they still match.

Chat can miss passages or misunderstand conditions. Check commitments, approvals, names and dates against the cited passage before relying on them.

During a live meeting, What did I miss? uses a snapshot of the last five minutes of available transcript. The answer shows how far the transcript had reached. It does not include speech that arrived after you asked, and asking does not stop recording.

Save or reuse an answer

Copy copies the answer. Copy with sources includes its source list. Add to My notes lets you choose a meeting and preview the text before appending it. It never replaces a transcript or summary. You can undo the append while the chat remains open, provided those notes have not changed again.

History reopens conversations on this Mac; Load 25 more… reveals older ones. The … menu exports or deletes a chat. Deleting a chat preserves notes. Permanently deleting a note removes its related chats; Undo during the deletion window preserves them.

Unreadable history files are preserved with a warning. Use Show files in Finder, resolve the problem, then Retry. If saving fails, copy or export the answer before closing.

Stop or retry

Choose Stop to cancel. An interrupted answer remains marked incomplete and cannot be added to My notes. You can copy its partial text. Asking again starts a new request and may use another question. Chat does not silently retry paid model calls.

Older conversation context may be left out of long chats. The conversation shows a notice when this happens. Start a new chat or include the relevant detail in your next question.

Next steps

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