Note AI (Per-Note Authoring)
Entry points
Note AI is accessed from the prompt bar at the bottom of the note overlay / document editor:
- Type a free-form message to get AI assistance on the current note
- Type a slash command (e.g.
/generate-prd) to run a structured generation skill
Output format (streamed text)
The response is streamed as plain text following a simple contract:
TITLE: {type}-{slug-title}
---
{Markdown body content}Example:
TITLE: story-users-can-reset-password
---
## User Story
**As a** registered user,
**I want to** reset my password via email,
**So that** I can regain access to my account.
## Acceptance Criteria
- Given I am on the login page, when I click "Forgot password"...The client parses the TITLE: prefix to update the note's title, and displays the body as the new note content.
If no TITLE: prefix is found, the entire response is treated as content (legacy fallback).
Context strategy: progressive disclosure
To keep prompts efficient as boards grow:
- Active note is always included: title, body, phase, and recent comments.
- Explicit references (
#Note-Titlehashtag in the prompt) resolve to specific notes by title and include their content. - On-demand tools allow the AI to discover context as needed:
searchNotes— finds notes by metadata (titles, tags, descriptions) without reading full contentreadNote— deeply reads one specific note's full content by IDloadSkill— loads the system prompt for a structured skill on demanddelegateToProgrammer— delegates technical subtasks to a single-pass programmer sub-agent
This means the AI starts with a small, focused prompt and only pulls in more context when its reasoning requires it.
Free-form AI route
For open-ended prompts (e.g. "Make this more concise" or "Add acceptance criteria"), the AI uses an agentic loop (stepCountIs(6) maximum steps) that can:
- Read related notes
- Load a skill if appropriate
- Return a refined final answer
Slash command route
Slash commands use a dedicated route per command with a focused system prompt. The AI runs up to 5 steps and may call searchNotes and readNote to build context before generating the final output.
See Slash Commands for the full list.
Hashtag note references
Typing #My-Epic in a prompt automatically resolves to the note with the title "My Epic" (case-insensitive, hyphens → spaces). The referenced note's content is injected into the prompt context.
Auto-snapshot before generation
Before running AI generation, the current note content is automatically snapshotted into the note's version history. This allows you to revert to the pre-AI state if needed.
See also
- Slash Commands — Structured PM artifact generation
- AI Overview — Safety principles
- Boards and Notes — Note version history