Choose a platform workflow
Match Web, Desktop, Mobile, and iOS Shortcuts to the job instead of expecting identical behavior everywhere.
- Audience
- Users deciding whether to capture on desktop, mobile, web, or automation.
- Time
- 10 minutes
- Level
- Beginner
Scenario
Start with the workflow this guide is designed for before moving into the steps.
As a cross-device user, I want to know which platform is best for each job so I do not debug the wrong surface.
You can choose a platform by capture speed, review depth, automation need, and current feature maturity.
Complete steps
Use desktop for stable long capture
Desktop is best when the meeting is long, controlled, and permission state can be checked before starting.
Use mobile for quick capture
Mobile is best for short thoughts, field notes, and share-sheet style capture where speed matters.
Use Web/API for review and automation
Use Web for deeper organization and API/Shortcuts for repeatable workflows that can keep secrets safe.
Details
Platform maturity matters
Choose the surface by the job you are doing: capture, review, quick notes, or automation.
- Desktop: controlled capture and power-user workflows.
- Mobile: fast capture and field notes.
- Web: review, organization, templates, and API surfaces.
Connected feature paths
This tutorial should not dead-end. These are the natural next features and workflows it connects to.
Desktop setup
Use desktop for stable meeting capture.
Mobile capture
Use mobile for quick field notes.
API and Shortcuts
Use automation for repeatable flows with secrets protected.
Triggers and automation
Choose the right trigger before connecting workflows.