Consolidate Notes

Runs AI to consolidate all notes into a unified summary.

When to Use

How to Use

Estimate-preview — To see the credit cost before consolidating

Location: Main application toolbar (AI Tools menu)

  1. Click on the 'AI Tools' button located in the main application toolbar (usually top right).
  2. Hover over the 'Consolidate All Notes' option in the dropdown menu.

Action-trigger — To initiate the note consolidation

Location: Main application toolbar (AI Tools menu)

  1. Click on the 'AI Tools' button located in the main application toolbar (usually top right).
  2. Click on the 'Consolidate All Notes' option in the dropdown menu.
  3. Confirm the action when prompted, acknowledging the credit cost.

What to Expect

Prerequisites

Limitations

Related Features

Generated Apr 6, 2026 by programmatic