Quick Start
Quick Start Guide
This guide will help you export your first AI chat conversation using Chat2Note.
Step 1: Open a Supported Chat Platform
Chat2Note works with:
Primary platforms
Additional supported platforms
Navigate to any of these platforms in your browser.
Step 2: Start or Open a Conversation
Either start a new conversation or open an existing one that you want to export.
Step 3: Click the Export Button
You’ll see a floating export button appear on the page (usually in the bottom right corner or near the chat interface).
Click this button to open the export interface.
Step 4: Choose Your Export Options
Select Export Format
- Markdown – Preserves formatting, great for documentation and note apps
- JSON – Structured data, good for programmatic use
- TXT – Plain text, simple and compatible
Select Export Target
- Local File – Downloads to your computer
- Notion – Exports to a Notion database (requires API token & database ID)
- Obsidian – Saves to your Obsidian vault via the URI scheme
- SiYuan – Sends Markdown to your local SiYuan notebook (requires API URL/token)
- Joplin – Creates notes through the Web Clipper service (requires API token)
- Clipboard – Copies formatted content for pasting elsewhere
Choose Message Scope (Optional, Pro)
- All messages – Export the entire conversation
- Selected messages – Choose specific messages (Pro feature)
- User messages only – Export only your prompts (Pro feature)
- Assistant messages only – Export only AI responses (Pro feature)
Include Metadata (Optional, Pro)
- Toggle Include metadata to add timestamps, source URLs, platform labels, and export time
- Configure Notion property mappings or Obsidian YAML frontmatter in settings before exporting
Step 5: Export
Click the Export button. Depending on your target:
- Local File: The file will download automatically
- Notion: The page will be created in your database
- Obsidian: The file will open in Obsidian
- SiYuan: A Markdown document will appear in the configured notebook/folder
- Joplin: A note will be added to your default notebook (tags applied if configured)
- Clipboard: Content is ready to paste
Example: Export to Markdown File
- Open ChatGPT and start a conversation
- Click the Chat2Note export button
- Select Markdown format
- Select Local File target
- Click Export
- The conversation downloads as a
.mdfile
Next Steps
- Configure Notion integration: Notion Setup Guide
- Configure Obsidian integration: Obsidian Setup Guide
- Configure SiYuan integration: SiYuan Setup Guide
- Configure Joplin integration: Joplin Setup Guide
- Backup your preferences: Use Advanced → Export Config in the options page
Tips
- Use Markdown format for maximum compatibility with note-taking apps
- Set up Notion, Obsidian, SiYuan, or Joplin integration for seamless workflow
- Use message selection (Pro) to export only relevant parts of long conversations
- The clipboard option is great for quick copy-paste operations