---
title: Phasoric | Guides & Tutorials
description: Browse Phasoric documentation, help files, and user workflows.
canonical_url: https://phasoric.com/guides
markdown_url: https://phasoric.com/guides.md
---
📖

# Guides & Tutorials

Step-by-step guides, advanced tips, and workflow details for Phasoric.

AllAccountWriting & EditingAI & AutonomousAudio & VoiceGraph & LinksManagementOnboardingIntegrationsMetadata & ViewsWorkflowsWorkflow SystemsImport & MigrationSharingAccount & AdministrationOrganizationHistory & MergingMigration & Vaults

Account

[👤Account Management & Data ControlLearn how to manage your Phasoric account settings, export your hosted data, and permanently delete your profile.Read guide →](/guides/account-management-and-data-control)[🔒Privacy Consent & Cookie ComplianceUnderstand cookie management, analytics opt-in, and URL tracking protections.Read guide →](/guides/privacy-consent-and-tracking)

Writing & Editing

[📝Advanced Markdown (Callouts, Math & Mermaid)Enrich note contents with GitHub-style callouts, mathematical formulas, Mermaid flowcharts, and footnotes.Read guide →](/guides/advanced-markdown-syntax)[⌨️Command Palette & HotkeysAccess formatting commands, sidebar toggles, and workspace settings instantly using hotkeys.Read guide →](/guides/command-palette-and-hotkeys)[📅Daily NotesKeep a daily journal, track tasks, and capture spontaneous thoughts using automated Daily Notes.Read guide →](/guides/daily-notes)[⌨️Editor Keymaps & Focus ModeConfigure keyboard mappings, clean writing spaces, and slash commands inside the Phasoric editor.Read guide →](/guides/editor-customization-and-keymaps)[📈Note Outlines & Word CountTrack writing progress and navigate notes using automated headers outlines.Read guide →](/guides/note-outlines-and-stats)[🎨Theme Presets & CustomizationPersonalize your workspace layout using curated color themes and light modes.Read guide →](/guides/theme-presets-and-customization)

AI & Autonomous

[🤖Agent Studio (Workspace Agents)Design and configure source-grounded AI assistants that answer from selected notes and can propose reviewable workspace actions. They do not bypass Forge approval or silently execute arbitrary tasks.Read guide →](/guides/agent-studio)[⏱️Agent Triggers & SchedulesPhasoric triggers turn a bounded event or a due schedule into an auditable Agent run and a reviewable Forge proposal. The run snapshots the selected Agent, Living Skill, Prompt Recipe, scope, instruction, allowed too…Read guide →](/guides/agent-triggers-and-schedules)[⚡Local, Hosted & Connected IntelligencePhasoric uses a clear intelligence hierarchy so useful assistance remains available without silently moving your notes to a remote service.Read guide →](/guides/connected-ai-intelligence)[🤖Enabling Gemini Nano in ChromeGemini Nano is built directly into the Google Chrome browser and does not require a manual download. It executes locally on your device for fast, private, offline-capable intelligence.Read guide →](/guides/enabling-gemini-nano)[🛠️Forge (Automation & Workflows)Forge 2.0 turns grounded intelligence, decision records, and Pulse change signals into safe, previewable actions. Built on an approval-first architecture, Forge ensures that AI and automated recipes never alter your…Read guide →](/guides/forge-automation-workflows)[📡Pulse (Change Intelligence Briefings)Pulse 2.0 keeps you informed of material changes across your vault. Instead of generating repeated generic note summaries, Pulse tracks personalized per-lens baselines to report actual deltas: What changed since you…Read guide →](/guides/pulse-change-intelligence)[🔬Research Studio (Deep Analysis)Run structured research projects, synthesize information across multiple notes, and build deep analytical summaries.Read guide →](/guides/research-studio)[🛡️Trusted Knowledge LifecyclePhasoric tracks review state separately from note content and workflow status. A versioned basalt.trust-record identifies the target entity or block, its current fingerprint, evidence, reviewer, review deadline, and…Read guide →](/guides/trusted-knowledge-lifecycle)

Audio & Voice

[🎙️Audio Recording & TranscriptionPhasoric turns meeting audio and voice recordings into structured, source-backed meeting records. Local transcription keeps audio on the device; connected processing is a separate opt-in route whose provider terms apply.Read guide →](/guides/audio-recording-and-transcription)[👁️Image OCR & Read AloudScan text from images and PDFs, and listen to your notes using the text-to-speech Audio Reader.Read guide →](/guides/ocr-and-read-aloud)

Graph & Links

[🕸️Backlinks & Knowledge GraphExplore relationships, track backlinks, and visualize your vault in the force-directed Knowledge Graph.Read guide →](/guides/backlinks-and-knowledge-graph)[🎨Canvas Infinite WhiteboardDesign visual maps, reference durable notes, and model complex systems on an infinite spatial canvas. Canvas metadata stores positions, links, groups, and scratch thoughts; it does not duplicate full note bodies.Read guide →](/guides/canvas-whiteboard)

Management

[🔖Bookmarks & Tags ExplorerOrganize your notes, bookmark critical documents, and explore your knowledge base using hierarchical tags.Read guide →](/guides/bookmarks-and-tags)[📅Task Aggregator & CalendarManage checklists across all your notes in a unified task manager and calendar view.Read guide →](/guides/task-aggregator-and-calendar)[🗑️Note Trash & RecoveryLearn how notes are safely deleted, restored from the trash, or permanently purged from your device.Read guide →](/guides/trash-and-recovery)[📋Vault TemplatesCreate templates to standardize daily journals, project pages, and formatting templates.Read guide →](/guides/vault-templates)

Onboarding

[🔄Cloud & Git SynchronizationSet up automatic, secure background syncing to Dropbox, Google Drive, and GitHub.Read guide →](/guides/cloud-and-git-sync)[🚀Getting Started with PhasoricWelcome to Phasoric, your private, local-first Markdown knowledge workspace built on a single promise: Remember why. See what changed. Act with confidence.Read guide →](/guides/getting-started)[📱Mobile App & Local RemindersAccess your vault on mobile devices, use share targets, and configure native OS reminders.Read guide →](/guides/mobile-app-and-reminders)[💻Desktop PWA & Offline InstallationInstall Phasoric as a desktop application using Progressive Web App (PWA) technology.Read guide →](/guides/progressive-web-app-pwa)[📄Install and Use the Phasoric Web ClipperCapture articles, selections, highlights, images, PDFs, and OCR text as durable, portable Markdown in Phasoric.Read guide →](/guides/web-clipper)

Integrations

[🔁Continue in Phasoric, Handoff APIPhasoric Handoff v1 lets an authorized external server offer Continue in Phasoric, Save to Phasoric, or Open in Phasoric for one bounded work product. The user signs in or creates a Free account, previews the content…Read guide →](/guides/continue-in-phasoric-handoff)[💻AI Connections, MCP & Developer APIConnect compatible AI clients to an explicitly mapped internet-reachable vault through MCP. Phasoric Hosted, Dropbox, Google Drive, and GitHub mappings can be read when the account and mapping authorize them; externa…Read guide →](/guides/developer-api-and-mcp)[🔌Phasoric Connections & Automation GatewayPhasoric separates connection credentials, incoming context, proposed action, and execution. That boundary lets a small number of reusable bridges cover many services without giving an orchestrator silent authority o…Read guide →](/guides/phasoric-connections)[🔌Pluggable Extensions SDKExtend Phasoric by registering custom commands, importers, and Quarry views.Read guide →](/guides/pluggable-extensions-sdk)

Metadata & Views

[📊Dynamic Quarries & Spreadsheet ViewsCompile bounded structured views from note properties or portable task semantics. Canonical content remains in Markdown; saved Quarry configuration remains local workspace metadata.Read guide →](/guides/dynamic-quarries)[🔍Global Search & Filter OperatorsLocate notes, tags, and files across your entire vault using powerful search queries and operators.Read guide →](/guides/global-search-and-filters)

Workflows

[⚡Getting Things Done (GTD) WorkflowBuild a low-maintenance, date-free action queue using local Markdown notes, context boards, and universal capture.Read guide →](/guides/gtd-getting-things-done)[✉️Inbound Email Note CaptureCapture ideas, articles, and attachments directly into your vault by sending an email.Read guide →](/guides/inbound-email-note-capture)

Workflow Systems

[📦Installable Feature PacksFeature Packs turn Phasoric into a tailored knowledge system for your specific domain or job. A Feature Pack is an installable, versioned configuration bundle that adds templates, Quarries, Pulse lenses, and Forge ac…Read guide →](/guides/installable-feature-packs)

Import & Migration

[📖Kindle Highlights ImportImport your highlights and annotations directly from Amazon Kindle clipping files into your markdown vault.Read guide →](/guides/kindle-highlights-import)[🧙‍♂️Migration Wizard (Importing Notebooks)Migrate notes, files, links, attachments, and portable properties from Evernote, Obsidian, Notion Markdown exports, Inkdrop, NotesHub, standard Markdown folders, or PDFs.Read guide →](/guides/migration-wizard)

Sharing

[👥Team Collaboration & GovernanceTeam work in Phasoric has two deliberately separate layers: ephemeral live editing and durable knowledge-centered discussions, reviews, mentions, and activity.Read guide →](/guides/multiplayer-collaboration)[🔐Private ExchangeIndependently enroll two participants, commit encrypted files, and reveal both packages only after both commitments are recorded.Read guide →](/guides/private-exchange)[🔗Public Sharing & ExportShare individual note snapshots with others via public links, and export your notebook collection.Read guide →](/guides/public-sharing-and-export)

Account & Administration

[💳Plans, Entitlements & Subscription GovernancePhasoric operates on a transparent 5-tier pricing model. Local Markdown editing, local vault creation, and note ownership remain available on Free. Subscriptions add hosted sync, expanded storage, multi-meeting intel…Read guide →](/guides/plans-and-subscription-governance)

Organization

[🧩Blueprints & Semantic MarkdownBlueprints add bounded types and validation to ordinary Markdown notes. The Markdown file remains canonical; Phasoric does not replace it with an opaque object record.Read guide →](/guides/semantic-blueprints)

History & Merging

[🧠Strata (Decision Memory & Provenance)Strata 2.0 turns your notes, meetings, and captured documents into a durable, source-backed decision record. It remembers why decisions were made, tracks how context changes over time, and highlights contradictions b…Read guide →](/guides/strata-decision-provenance)[🚀Commit Browser & Time-Travel RestoreExplore historical snapshots of your notebook, view precise diff logs, and run time-travel note restores.Read guide →](/guides/version-control-and-time-travel)[🕒Note Version History & MergingTrack note revisions, view file histories, and reconcile conflict edits through three-way merging.Read guide →](/guides/version-history-and-merging)

Migration & Vaults

[🔍Free Local Vault Intelligence AuditThe Vault Intelligence Audit (/vault-audit) is a private, client-side tool that analyzes local Markdown folders or ENEX exports to give you a comprehensive health and migration report.Read guide →](/guides/vault-intelligence-audit)