Scenario

Start with the workflow this guide is designed for before moving into the steps.

As a founder walking between meetings, I want to capture a thought before it disappears and review it later on desktop.

You can record or import a mobile note, use each floating-ball direction correctly, and decide whether the finished recording should become a record, search, Favorite, AI Chat, or Journal entry.

Feature tour

Preview the relevant screens and short guide before following the steps. This section highlights the entry point, expected result, and next path.

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Guide items

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Screens

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Video

Mobile floating ball action wheel — This mobile example shows how the workflow appears on a phone; exact screens can vary by platform and version.

Complete steps

1

Open the mobile capture surface

Use the installed mobile app or supported share/import path available in your current build. When live capture is active, the mobile floating ball appears as the main capture controller.

The capture entry point is visible.

You know whether the note is recorded live or imported.

2

Read the mobile floating ball before tapping

The mobile floating ball is a capture completion wheel, not the same always-on desktop floating ball. The center finishes the recording as a normal record. The side buttons outside the wheel cancel or pause/resume. The four wheel directions stop the recording and send the transcript to a specific next action.

Center red waveform: stop and process as a normal record.

Left outside button: cancel and discard the current recording.

Right outside button: pause or resume recording.

The language selector at the top controls recording language or auto detection for this capture.

3

Choose the correct wheel direction

Use the four directions only when you already know the next job. Top opens AI Chat with the finished transcript as context, left searches the transcript in the browser, right structures the recording into the daily Journal, and bottom saves it as a Favorite with AI blocks when available.

Top / chat: use when you want to ask follow-up questions immediately.

Left / search: use when the transcript is a query or research seed.

Right / book: use when the recording is a diary or daily review input.

Bottom / star: use when the moment should become a reusable Favorite card.

4

Keep it short and tagged by intent

For mobile capture, speak the context first: where you are, what happened, and what needs action.

The first sentence gives context.

The note contains one concrete next action.

5

Review later on a larger surface

Use mobile for capture speed and desktop/web for deeper review, editing, and organization.

The record is discoverable after capture.

You know where to edit or organize it later.

Details

Mobile floating ball action map

The mobile floating ball appears inside the capture screen. It is optimized for deciding what to do with the current recording the moment you stop.

Center: stop, process, and save as a record.
Top sector: stop, process, then open AI Chat with the record context and an auto-sent initial message.
Left sector: stop, process, then open an external browser search using the processed transcript.
Right sector: stop, process, then structure the transcript into the daily Journal entry.
Bottom sector: stop, process, then save the result as a Favorite and open the Favorite detail when it is ready.
Outside left and right buttons are separate from the wheel: cancel/discard, and pause/resume.

How mobile differs from desktop floating controls

Do not transfer desktop floating-ball habits directly to mobile. Desktop controls are designed for cross-app input and long-form work; mobile controls are designed around the current capture session and the next destination after stop.

Mobile actions usually stop and process the current recording first.
Desktop hotkeys and floating controls are configured from desktop settings.
If you only want to pause, use the outside pause button, not a wheel sector.
If you are unsure where the note should go, use center stop and decide later from Records.