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5-minute quickstart

Walk through MashNote’s core features in order.

1. Get your workspace ready

Section titled “1. Get your workspace ready”

When you sign up, your first workspace is ready for you. If you were invited to a team, join the workspace with the invitation link. If you belong to several workspaces, switch between them from the account menu under the avatar at the bottom of the rail.

2. Create your first note

Section titled “2. Create your first note”
  1. Go to Notes in the navigation rail.
  2. Select New note in the sidebar and type a title. The first block is always the document title.
  3. Write freely below the title. Press Enter to add a new block.
  4. In an empty body block, type / to browse the blocks you can add, such as lists, tables and images.

When no note is selected, the Notes screen shows Start a new note with the Business plan and Meeting minutes templates. Pick one to create a note already structured with tables and lists. You can also create one with the Templates button on the Start screen. Template text is in Korean, even in the English UI. For details, see Templates.

Your writing saves automatically. Watch the indicator at the top change from Saving… to Saved · time.

3. Try AI Assist

Section titled “3. Try AI Assist”
  1. Put the cursor on an empty line in the body and you’ll see ✦ Space to continue with AI.... Press Space to open an AI prompt right there. You can also type a request in the AI bar at the bottom of the note.
  2. Type your own request, or pick a suggestion (Keep writing, Summarize this, More detail, Key points).
  3. The AI’s answer appears in a live preview.
  4. Review the result and select Apply to insert it into your note. Select Edit to insert it and start editing right away, or Reject if you don’t need it.

For details, see AI Assist block.

4. Organize with folders

Section titled “4. Organize with folders”
  1. In the sidebar’s create menu, create a New folder and name it. Use Change color in the folder menu to pick a color.
  2. Drag notes into the folder.
  3. Add notes you use often to Favorites. Favorites are shared by everyone in the workspace.

5. Ask the agent

Section titled “5. Ask the agent”
  1. Open Agent in the navigation rail. It’s also the first screen you see after signing in.
  2. Select New chat on the left and type a question. For example: “Summarize recent papers on solid electrolyte interface stability.”
  3. The research agent searches paper databases and the web and answers with sources.

To keep an answer you like, open the message’s More (⋯) menu and select Save as idea card. For details, see Agent.

6. Add an idea card

Section titled “6. Add an idea card”
  1. Go to Ideas in the navigation rail.
  2. Choose a board and select New card to add your first card. You can set the card type (General, Reference, Project), a color and tags.

7. Turn on AI Cortex

Section titled “7. Turn on AI Cortex”
  1. Open AI Cortex in the navigation rail.
  2. Turn on Organize my activity and notes daily to update the wiki and select Save.
  3. To see results right away, select Organize now. If you have no activity yet, edit a note first or connect an AI tool to log some.

Only you can see your AI Cortex — not even admins can see it. Everything else in MashNote works whether or not you turn it on. For details, see AI Cortex.

Next steps

Section titled “Next steps”