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Use Edit with AI in NotesCentre

Steps to use the Edit with AI panel to make changes to a note summary in NotesCentre.

Written by Billy Dilks

As well as editing a summary by hand, you can ask the AI to make changes for you through the Edit with AI panel. This is useful for edits that are quicker to describe than to do manually, such as tightening the language, restructuring a section, or adjusting the tone.

  1. Select the completed note from your notes list.

  2. Open the Edit with AI panel.

  3. Describe the change you want the AI to make, for example 'Make this more concise' or 'Restructure the second paragraph'.

  4. The AI applies the change to the summary. Review the result carefully before saving.

  5. Click Save to keep the changes, or discard them if the result is not what you need.

📌 Note: The Edit with AI panel closes automatically when you navigate to another part of NotesCentre, so it does not remain open over other content.

⚠️ Important: Always review the result of an AI edit before saving. You remain responsible for the accuracy and content of the record.

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