NotchPadStart with a brief you can actually reuse
A long chat contains suggestions, detours and decisions that may already have changed. Before your next session, write a short project brief: the goal, current state, constraints and next action. Link the few references needed to understand the task.
In NotchPad, a project can collect linked Markdown, existing notes, selected imported Codex or Claude Code chats, people and links. This puts the brief beside its evidence without requiring a whole chat transcript in every prompt.
Separate proposals from decisions
When an assistant suggests an approach, keep it as a proposal until you review it. Accepted decisions and rules can retain source passages so you can revisit the reasoning. If the decision changes, record the new choice and why, rather than leaving two contradictory instructions unexplained.
NotchPad’s agent proposals enter Review. Memory Map shows saved relationships between project records. It is not semantic search or an automatic model of everything you know.
Import only the chats that matter
Imported chats are read-only snapshots. Following selected chats adds later saved messages while NotchPad is running. Importing, following and sharing are separate actions. A chat appearing in your project does not mean every connected assistant should receive it.
Use the chat import guide, and keep the short decision note as your starting point for the next session.
Grant the smallest useful connection permissions
Set up the client in AI Connections. Review shared folders and sources, and enable writing only if you want that client to create or append notes. Project management and Skills Library sharing have separate controls.
MCP cannot move, rename, delete or replace notes and folders, or read locked notes, Apple Notes links, clipboard history or unshared content. The connection is local, but the AI provider may process shared content remotely. Check privacy details and the provider’s settings.
Use a short handoff at the end of each session
- Update the current state of the work.
- Record decisions you accepted, with their sources.
- List unresolved questions separately from instructions.
- Write the next concrete action.
- Review what the next client is allowed to read.
This is maintained project context, not a promise of automatic universal AI memory. For file-based briefs, see Markdown notes on Mac. For a workspace beside your reference material, explore tabs and split editing.
Try the workflow with your own sample notes
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