NOTELY
HELP

[AI ACTIONS]

Summarize, group and rewrite notes with AI

Select several notes and use the selection bar to summarize them, sort them by topic, recolor them or rewrite them in place; or rewrite one note from the editor.

published by Rene Schulz

Goal

Clean up a wall of notes after a review: shorter, clearer and sorted by topic.

Before you start

  • An AI provider set up in AI Settings.
  • Two or more Notely notes on the canvas.

Steps

  1. Select the notes Select two or more notes on the canvas. To select the notes your filter shows, open the Filter notes menu and click Select filtered notes on canvas. A bar appears in Notely with the number of selected notes, a row of colors and AI Actions.
    Selection bar: Selected 5, a row of color dots, and AI Actions Summarize, Group, Ask and Improve & fact check.
    The bar for selected notes: colors and AI Actions (step 1).
  2. Recolor them in one click Click a color in the bar to give all selected notes that color.
  3. Summarize Click 📝 Summarize. Notely writes a summary of the selected notes and adds it to the canvas as new notes with the caption Summary.
  4. Group by topic Click 📂 Group. The AI sorts the notes into topics: each group gets a header note with the caption AI Group and the number of notes, and the group's notes are lined up in columns below it. A Figma message says how many notes went into how many groups.
  5. Rewrite in place Click the ✨ writing button (it starts as Improve & fact check) and choose Grammar correct (Fix typos fast), Professional tone (Make it formal), Make it less verbose (Shorten and tighten) or Improve & fact check (Sharpen and verify). Notely rewrites the title and content of every selected note. The button then shows the option you used last.
    Writing menu over the selection bar: Grammar correct, Professional tone, Make it less verbose, Improve & fact check.
    The ✨ writing button and its four rewrite options (step 5).
  6. Ask anything else Click 💬 Ask to open Ask AI with the selected notes as context.
  7. Rewrite a single note Open the note in the editor, click the AI button under the text and choose one of the same four options. Notely rewrites the open note and shows 'Applied AI corrections'.
    Note editor with the AI menu open: Grammar correct, Professional tone, Make it less verbose, Improve & fact check.
    The AI button in the note editor rewrites the open note (step 7).

Tips

  • Filter first, then use Select filtered notes on canvas: you can summarize or group exactly the notes of one page, color or person.
  • Save a Document Context in AI Settings; Summarize, Group and the rewrite options all read it.

Result

Your notes are summarized, sorted under topic headers or rewritten, on the canvas where you work.

If something goes wrong

  • 'Select at least 2 notes to group'

    Group needs two or more notes. Select more notes and click Group again.

  • The bar with AI Actions does not appear.

    It appears only when two or more Notely notes are selected. With one note selected, open it in the editor and use the AI button there.

  • 'Nothing to correct' in the editor.

    The open note has no text yet. Write something first, then use the AI button.

Common questions

Does Improve writing create new notes?

No. In the selection bar and in the editor it overwrites the selected notes' title and content. Ask AI's writing prompt, by contrast, answers with new notes.

Does Group create Figma sections?

No. It moves the notes into columns and adds a header note with the caption AI Group above each group.