How to Use Jade Note: A Workflow for Saving Key Knowledge from AI Conversations

Key takeaways

• Start by writing notes in categories, then use AI chat to retrieve and reflect on them.
• Connecting ChatGPT or Claude over MCP lets important conversation points become notes without copy-paste.
• Triggers turn recurring reviews into automated AI workflows.

This guide walks you from signup to the point where your AI conversations automatically turn into a knowledge asset — in five steps.

Step 1: Create a Free Account

Sign up at Jade Note. Every new user gets a 60-day Pro Trial with full Pro features (2,000 AI credits per month).

There’s no setup. You can write your first note the moment you register.

Step 2: Create Categories and Start Writing

Begin by using it as a plain note app. The one habit that pays off: split contexts by category.

• Learning (writing practice, reading notes, lecture notes)
• Work & projects (meeting notes, tasks, ideas)
• Life logs (daily insights, meals, health)
• Lists (wishlist, places to visit)

Categories become the AI’s scope. Later you can ask things like “summarize my weak points from the Learning category.” Each category can also have a custom input form — say, a calories field for meal logs.

Step 3: Reflect with the Built-in AI Chat

Once a few notes accumulate, talk to the AI chat:

“Summarize what I learned this week.” “What should I do next, based on this category?”

The AI semantically searches your notes and answers from your own records. Mid-conversation, it may also propose creating or editing notes — approve, and it’s saved.

Step 4: Connect ChatGPT / Claude via MCP

This is where Jade Note comes into its own. Add Jade Note’s MCP server in Claude Desktop or ChatGPT’s connector settings and authenticate via OAuth — no passwords handed to the AI. Per-category access permissions are fine-grained — read-write, read-only, or no access — so the AI can update some categories, only consult others, and never see anything private.

Once connected, your everyday AI conversations become records:

You: “Save today’s conclusions to my Projects category.” AI: (runs create_note) “Saved.”

You: “Let’s continue from the direction we decided earlier.” AI: (semantic search via search_notes) “According to last week’s note…”

Every AI write is automatically versioned, so any unintended change can be rolled back.

Step 5: Automate Reviews with Triggers

Finally, automate your recurring reflection. Triggers fire on a schedule (day-of-week × time) or on events (note created, category assigned), running a prompt you define:

• Every Sunday evening: “Review this week’s life logs and summarize feedback for next week.”
• When a writing-practice note is created: “Correct the grammar and style, save it as an insight.”

Results accumulate as insights, delivered via web push notifications.

The Full Workflow

Write (notes by category)
  → Talk (in-app chat / ChatGPT / Claude)
  → It gets saved (AI creates notes mid-conversation)
  → It grows (triggers review and organize automatically)

You write and you talk. Organizing and reviewing are the AI’s job.

Start free — includes a 60-day Pro Trial