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edgeever/docs/best-practices.md
edgeever-updater[bot] d04350db18 chore: update EdgeEver from v2.14.0
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EdgeEver Showcase & Workflows

A practical guide to core workflows, key features, and real-world usage scenarios with EdgeEver.

Table of Contents

Core Workspace & Focused Writing

Omnichannel Capture & Ingestion

AI-Powered Structuring & Multi-Dimensional Data

Visual Styling & Omnichannel Publishing

Open Ecosystem & Extensibility


Core Workspace & Focused Writing

1. Classic Three-Pane Workspace & Distraction-Free Editing

EdgeEver features a classic three-pane structure (Notebook Tree · Note Stream · Editor Canvas):

  • Focus Mode: Resizable and collapsible sidebars allow instant toggling into full-screen writing mode.
  • Hybrid Editing: The main editor supports both WYSIWYG rich text and Markdown syntax.
Three-Pane Workspace Layout
EdgeEver classic three-pane workspace with rich editor

Omnichannel Capture & Ingestion

2. WeChat Chat History Archiving

Select messages in WeChat, tap "Combine and Forward" (合并转发), and choose EdgeEver under "Forward to Other Apps" to convert conversations into structured notes.

  • Format Parsing: Parses senders, timestamps, emojis, and links into clean layouts.
  • Media Preservation: Images are embedded inline; documents and media files (.xlsx, .pdf, .mp4) are saved as attachments with full-text search support.
1. Forward to EdgeEver 2. Structured Note Preview
WeChat share to EdgeEver WeChat chat history imported into EdgeEver note

3. WeChat Article Clipping on Mobile

When reading WeChat Official Account articles on mobile, select "Open in EdgeEver" (用 EdgeEver 打开) from the top-right menu.

  • Automatically extracts the title, body structure, and embedded images into clean Markdown.
1. Select "Open in EdgeEver" 2. Extracting Content 3. Generated Markdown Note
WeChat article share menu select open in EdgeEver EdgeEver clipping modal extracting article WeChat article clipped into neat note

4. Mobile Image Sharing to Notes

Select EdgeEver in the mobile system share sheet from any app to upload images and create notes titled "Shared Image" in the background.

1. Share Image 2. Choose EdgeEver 3. Generated Image Note
Mobile app tap image share System share sheet choose EdgeEver Auto-created note with uploaded image

5. Xiaohongshu (RED) Note Clipping

Right-click any note page and select "Save Note to EdgeEver" using the EdgeEver Web Clipper extension.

  • Captures title, topic tags, body text, publish timestamp, and source URL.
  • Automatically formats multi-image sets into multi-column gallery layouts.
1. Right-Click Clipper Menu
Right-click save Xiaohongshu note to EdgeEver
2. Multi-Column Gallery Note
Xiaohongshu note clipped into multi-column gallery

6. X (Twitter) Post & Quote Clipping

Right-click any post and select "Save Tweet to EdgeEver" with the EdgeEver Web Clipper extension.

  • Extracts author info, tweet content, external links, quote tweets, and multi-image attachments.
  • Formats content into a multi-column gallery layout.
1. Right-Click Save Tweet
Right-click save tweet to EdgeEver
2. Note with Quotes & Gallery
X tweet clipped into EdgeEver note with quote

7. Zhihu Answer & Column Article Clipping

Right-click any specific answer or article and select "Save Answer/Article to EdgeEver".

  • Parses question title, author, body, timestamp, and permalink into a structured Q&A note.
1. Right-Click Save Answer/Article
Right-click save Zhihu answer to EdgeEver
2. Structured Q&A Note Preview
Zhihu answer clipped into EdgeEver note

8. Reddit Discussion Post Clipping

Right-click on the post title or body and select "Save Selection to EdgeEver".

  • Captures thread title, subreddit (e.g. r/AskReddit), author handle, timestamp, and permalink to preserve community metadata.
1. Right-Click Save Post
Right-click save Reddit post to EdgeEver
2. Note with Community Metadata
Reddit post clipped into EdgeEver note

9. Instagram Post & Carousel Clipping

Right-click any Instagram post or carousel and select "Save Post to EdgeEver" using the EdgeEver Web Clipper extension.

  • Extracts author handle, full caption text, publish timestamp, topic tags, and source URL.
  • Fully extracts multi-image carousel sets and video covers, automatically formatted into a multi-column gallery layout.
1. Right-Click Save Instagram Post
Right-click save Instagram post to EdgeEver
2. Note with Metadata & Multi-Image Gallery
EdgeEver clipped Instagram post note effect

10. GitHub Repository Metadata Clipping

Right-click anywhere on the GitHub repository page and select "Save Repository Info to EdgeEver" using EdgeEver Web Clipper.

  • Extracts repository name (Owner/Repo), description, homepage URL, primary language, license, and topic tags into a structured technical card.
1. Right-Click Save Repository Info
Right-click save GitHub repo info to EdgeEver
2. Structured Repository Card Note
EdgeEver clipped GitHub repository card note effect

AI-Powered Structuring & Multi-Dimensional Data

11. AI Conversational Generation of Mind Maps, Flowcharts & Architecture Diagrams

Prompt the AI Co-pilot (or connected local Agent) with natural language (e.g., "Generate a mind map / flowchart / architecture diagram about LLMs") to create editable diagrams directly in notes.

  • Supports drag-and-drop node editing, auto-layout, conditional branches, and system topologies.
1. Interactive Mind Map
AI chat generates editable mind map
2. Standard Flowchart
AI chat generates editable flowchart
3. System Architecture Diagram
AI chat generates editable architecture diagram

12. AI Generation of Structured Infographics (Timelines, Matrices & Quadrants)

Use built-in infographic templates (timelines, comparison matrices, quadrants, and hierarchy charts) by prompting the AI Co-pilot with your topic.

  • Organizes key facts and milestones into structured visual infographic notes.
  • Refine through conversational follow-ups or export directly to vector graphics.
1. Technology Roadmap Infographic
AI generated LLM technology roadmap infographic
2. Milestone Timeline Infographic
AI generated ByteDance milestone timeline

13. AI Conversational Database Table Generation

Send a prompt to the AI Co-pilot (e.g., "Create a database table for social media content planning" or "Generate an employee onboarding tracker") to construct complete data tables.

  • Infers column types (tags, text, dates, links) with initial sample rows.
  • Supports views, filtering, sorting, and CSV export.
1. Content Planning Table
AI generated media topic tracker table
2. Employee Directory Table
AI generated employee directory database table

14. Public Online Form Collection from Database Tables

Click "Form Collection" at the top of any database table to generate a public online data entry form.

  • External respondents can submit information via browser without logging in.
  • Submissions sync directly to the database table in real time.
1. Open "Form Collection" 2. Public Form Page
Click form collection button in database Public online form submission interface

15. Connecting Local Agents via ACP for Note Interaction

EdgeEver natively supports ACP (Agent Client Protocol), allowing desktop clients to connect with local AI agent environments (such as Codex, Claude Code, DeepSeek Harness, Antigravity, etc.).

  • Local Authorization: Grants local agents secure read/write access to user notes.
  • In-Editor Chat: Converse directly with local agents from the note sidebar for code reasoning, document synthesis, and knowledge retrieval.
1. Connect Local Agents via ACP in Settings 2. Note Sidebar Interaction
ACP client support list in settings Sidebar chat with local ACP Agent

Visual Styling & Omnichannel Publishing

16. Note Export to Long Image & Code Cards

Use the "Share as Image" feature to render notes into high-resolution long images or cards.

  • Multiple Card Themes: Choose from 8 curated card themes (Transparent, Quote, Book Excerpt, Memo, Dark, and more) with customizable typography and layout. Export high-res long images or copy directly to the clipboard.
  • Technical Code Cards: A dedicated "Code" theme features macOS-style window controls, line numbers, and monospace syntax highlighting.
1. Card Theme Previews (e.g. Transparent) 2. Font & Layout Customization
EdgeEver share as image transparent theme preview EdgeEver share as image font and typography settings

17. Social Media Poster & Cover Design from Notes

Click "Create Poster" in any note's action menu (or via "New → Poster") to load key takeaways and titles into the Poster Design Studio.

  • Offers 40+ design templates supporting Xiaohongshu 3:4, Moments 1:1, and landscape aspect ratios.
  • Customize layout, colors, and design elements on the canvas, then export high-resolution PNGs.
Poster Design Studio & Templates
EdgeEver poster studio with rich design templates

18. Copying Notes to WeChat Official Account & Blogs

Select "Copy to Official Account / Blog" (复制到公众号 / 博客) from the note menu to convert notes into rich text with inline CSS.

  • Paste directly into the WeChat Official Account editor while preserving tables, callouts, code blocks, lists, and typography styles.
1. Copy to Official Account / Blog
EdgeEver note menu copy to WeChat MP
2. WeChat Official Account Editor Layout
Note pasted into WeChat MP editor layout

Open Ecosystem & Extensibility

19. Open Plugin API & Custom Plugin Development

EdgeEver features an extension manager supporting one-click installation via GitHub repository URLs or Manifest links, with cross-device workspace synchronization between Web and Desktop.

  • Core API Capabilities: Bidirectional note read/write, custom DOM panels/embed blocks, unified settings, isolated storage, and direct invocation of workspace-configured AI models.
  • Official Open-Source Reference Implementations:
    • Task Aggregation (EdgeEver Tasks): Aggregates Markdown todo items across all notes with status filtering and two-way navigation.
    • AI RSS Feed Assistant (EdgeEver AI RSS): Automatically captures RSS/Atom feeds and uses AI to generate structured daily digest notes.
  • For complete API documentation and development workflows, refer to the EdgeEver Plugin Development Guide.
1. Extension & Plugin Management Center
EdgeEver plugin marketplace and official extension management
2. Plugin API Namespaces & Documentation
EdgeEver plugin development API reference and documentation