FAQ

Questions, answered plainly

Can’t find it here? Write to feedback@clevernotes.ai.

Getting started

What is Clevernotes?

A place to put whatever’s on your mind, and a set of agents that keeps it moving. You capture voice memos, photos, screenshots, files and meetings the way they arrive. Clevernotes turns them into tasks, reminders and projects, tells you what needs you each day, and answers “where are we on this?” with links back to what you saved.

What does it cost?

Nothing during the beta. No credit card and no feature limits. We’ll give 30 days’ notice before any paid plan, and beta members will be grandfathered into early pricing.

Which devices does it run on?

Mac, iPhone and iPad today, with quick voice capture from Apple Watch. You can also share web pages from Safari or any mobile browser. Windows, Android and Linux are in progress.

How do I get the beta?

On a Mac, download the beta and sign in with Apple, Google or email. For iPhone and iPad, leave your email and we’ll send TestFlight access and install steps when your spot is ready. We only use your email for beta access and major product updates.

How it manages

What are Sparks, briefings and “Needs you”?

Sparks are suggested next steps from what you capture: a task, a reminder, a list item or an event. One tap keeps it; one tap dismisses it. Nothing is added unless you say yes.

A briefing is a short morning summary of what moved and what’s coming up. Needs you is the short list of decisions waiting for you, from Sparks, your Jobs and your agents.

What can I ask CleverPal?

Ask in plain language: “Where are we on the kitchen remodel?” or “What did we decide about the trip?” Answers come from your own captures and link back to the source so you can check. CleverPal can also tidy duplicate tasks, move work into a project or draft a follow-up.

What are Jobs, and do they need my Mac?

Jobs are work your agents do on a schedule: plan your day, run a weekly review, chase what you’re waiting on, or sort messages that need a reply. They run on a Mac you choose as the host, so that Mac needs to be on and signed in. Jobs think with Codex on your own ChatGPT plan, and by default they check with you before acting for you.

Message sorting runs on your own Mac and reads WhatsApp and Outlook there; Clevernotes servers never see your messages. It uses TypeSafe (Jev) and OpenAI through Codex to do the sorting.

Can I connect ChatGPT, Codex or Claude?

Yes, on the Mac. Set up Codex from Settings and sign in with your ChatGPT account; Clevernotes downloads Codex from OpenAI and checks OpenAI’s signature before it runs. Claude Desktop, Claude Code and other tools connect through the Mac’s local connection, which is off until you turn it on. You choose which tools have access and can revoke it at any time.

Can I share with my family or team?

Yes. Make a shared space for your household, a team or a club. The notes in it are encrypted between members, so Clevernotes syncs the space but can’t read them, and the owner approves everyone who joins. Your own details, like where you were when you captured something, stay in a private layer only you can see.

Privacy

Can Clevernotes read my notes?

No. Every account is private. Notes are encrypted on your device before they sync, and Clevernotes doesn’t store a readable copy of your notes, transcripts, files or summaries. Your sign-in password never unlocks your notes; keys live on your trusted devices and your 24-word recovery key.

We still keep basic account and sync details, such as timestamps and entry types, so the service can run.

What happens when AI helps with a note?

With Clevernotes’ built-in AI, only what that request needs goes to an approved AI provider, temporarily: audio to transcribe, an image to read, or the text you asked about. The results are encrypted on your device again before they sync. If you use Codex on your Mac, what CleverPal and your Jobs read goes to OpenAI under your ChatGPT plan’s terms. The privacy policy lists every provider.

What if I lose my devices?

Private notes need one of your trusted devices or your 24-word recovery key. If you lose all your trusted devices and your recovery key, Clevernotes cannot recover private notes — that’s what private means. The app walks you through saving the key once. Never email it to support.

Your data and help

Can I export everything?

Yes. Export a complete copy from the Mac app at any time, including the shared spaces you’re in. You can also email privacy@clevernotes.ai for a copy of the data we store.

How do I get help or report a problem?

For bugs and ideas, use the feedback command in the app or email feedback@clevernotes.ai. For privacy and data requests, email privacy@clevernotes.ai. Beta tips are on the support page.