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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
- [1. Classic Three-Pane Workspace & Distraction-Free Editing](#1-classic-three-pane-workspace--distraction-free-editing)
### Omnichannel Capture & Ingestion
- [2. WeChat Chat History Archiving](#2-wechat-chat-history-archiving)
- [3. WeChat Article Clipping on Mobile](#3-wechat-article-clipping-on-mobile)
- [4. Mobile Image Sharing to Notes](#4-mobile-image-sharing-to-notes)
- [5. Xiaohongshu (RED) Note Clipping](#5-xiaohongshu-red-note-clipping)
- [6. X (Twitter) Post & Quote Clipping](#6-x-twitter-post--quote-clipping)
- [7. Zhihu Answer & Column Article Clipping](#7-zhihu-answer--column-article-clipping)
- [8. Reddit Discussion Post Clipping](#8-reddit-discussion-post-clipping)
- [9. Instagram Post & Carousel Clipping](#9-instagram-post--carousel-clipping)
- [10. GitHub Repository Metadata Clipping](#10-github-repository-metadata-clipping)
### AI-Powered Structuring & Multi-Dimensional Data
- [11. AI Conversational Generation of Mind Maps, Flowcharts & Architecture Diagrams](#11-ai-conversational-generation-of-mind-maps-flowcharts--architecture-diagrams)
- [12. AI Generation of Structured Infographics (Timelines, Matrices & Quadrants)](#12-ai-generation-of-structured-infographics-timelines-matrices--quadrants)
- [13. AI Conversational Database Table Generation](#13-ai-conversational-database-table-generation)
- [14. Public Online Form Collection from Database Tables](#14-public-online-form-collection-from-database-tables)
- [15. Connecting Local Agents via ACP for Note Interaction](#15-connecting-local-agents-via-acp-for-note-interaction)
### Visual Styling & Omnichannel Publishing
- [16. Note Export to Long Image & Code Cards](#16-note-export-to-long-image--code-cards)
- [17. Social Media Poster & Cover Design from Notes](#17-social-media-poster--cover-design-from-notes)
- [18. Copying Notes to WeChat Official Account & Blogs](#18-copying-notes-to-wechat-official-account--blogs)
### Open Ecosystem & Extensibility
- [19. Open Plugin API & Custom Plugin Development](#19-open-plugin-api--custom-plugin-development)
---
## 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](assets/best-practices/original-image/class-three-pane/image.png) |
---
## 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](assets/best-practices/original-image/wechat-chat-message-import/select-export.png) | ![WeChat chat history imported into EdgeEver note](assets/best-practices/original-image/wechat-chat-message-import/import-as-note.png) |
---
### 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](assets/best-practices/original-image/app-share/wechat-article/share-enter.jpg) | ![EdgeEver clipping modal extracting article](assets/best-practices/original-image/app-share/wechat-article/sharing.jpg) | ![WeChat article clipped into neat note](assets/best-practices/original-image/app-share/wechat-article/in-note.jpg) |
---
### 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](assets/best-practices/original-image/app-share/socia-image/share-enter.jpg) | ![System share sheet choose EdgeEver](assets/best-practices/original-image/app-share/socia-image/sharing.jpg) | ![Auto-created note with uploaded image](assets/best-practices/original-image/app-share/socia-image/share-in-note.jpg) |
---
### 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](assets/best-practices/original-image/web-clipper/xiaohongshu/xiaohongshu.png) |
| 2. Multi-Column Gallery Note |
| :---: |
| ![Xiaohongshu note clipped into multi-column gallery](assets/best-practices/original-image/web-clipper/xiaohongshu/xiaohongshu-in-note.png) |
---
### 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](assets/best-practices/original-image/web-clipper/twitter/twitter.png) |
| 2. Note with Quotes & Gallery |
| :---: |
| ![X tweet clipped into EdgeEver note with quote](assets/best-practices/original-image/web-clipper/twitter/twitter-in-note.png) |
---
### 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](assets/best-practices/original-image/web-clipper/zhihu/zhihu.png) |
| 2. Structured Q&A Note Preview |
| :---: |
| ![Zhihu answer clipped into EdgeEver note](assets/best-practices/original-image/web-clipper/zhihu/zhihu-in-note.png) |
---
### 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](assets/best-practices/original-image/web-clipper/reddit/reddit.png) |
| 2. Note with Community Metadata |
| :---: |
| ![Reddit post clipped into EdgeEver note](assets/best-practices/original-image/web-clipper/reddit/reddit-in-note.png) |
---
### 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](assets/best-practices/original-image/web-clipper/instgram/ins.png) |
| 2. Note with Metadata & Multi-Image Gallery |
| :---: |
| ![EdgeEver clipped Instagram post note effect](assets/best-practices/original-image/web-clipper/instgram/ins-in-note.png) |
---
### 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](assets/best-practices/original-image/web-clipper/github/github.png) |
| 2. Structured Repository Card Note |
| :---: |
| ![EdgeEver clipped GitHub repository card note effect](assets/best-practices/original-image/web-clipper/github/github-in-note.png) |
---
## 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](assets/best-practices/original-image/ai-diagram/ai-mindmap.png) |
| 2. Standard Flowchart |
| :---: |
| ![AI chat generates editable flowchart](assets/best-practices/original-image/ai-diagram/ai-flowchart.png) |
| 3. System Architecture Diagram |
| :---: |
| ![AI chat generates editable architecture diagram](assets/best-practices/original-image/ai-diagram/ai-architecture.png) |
---
### 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](assets/best-practices/original-image/ai-diagram/ai-infographic-ai-roadmap.png) |
| 2. Milestone Timeline Infographic |
| :---: |
| ![AI generated ByteDance milestone timeline](assets/best-practices/original-image/ai-diagram/ai-infographic-bytedance.png) |
---
### 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](assets/best-practices/original-image/database-note/database-hot-select.png) |
| 2. Employee Directory Table |
| :---: |
| ![AI generated employee directory database table](assets/best-practices/original-image/database-note/database-employee-register.png) |
---
### 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](assets/best-practices/original-image/database-note/database-form-create.png) | ![Public online form submission interface](assets/best-practices/original-image/database-note/database-form-online.png) |
---
### 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](assets/best-practices/original-image/acp/acp-support-list.png) | ![Sidebar chat with local ACP Agent](assets/best-practices/original-image/acp/acp-support-list-dialog.png) |
---
## 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](assets/best-practices/original-image/note-export-image/clear-theme.png) | ![EdgeEver share as image font and typography settings](assets/best-practices/original-image/note-export-image/code-theme.png) |
---
### 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](assets/best-practices/original-image/poster/ai-generate-poster.png) |
---
### 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](assets/best-practices/original-image/wechat-article-copy-to/right-menu.png) |
| 2. WeChat Official Account Editor Layout |
| :---: |
| ![Note pasted into WeChat MP editor layout](assets/best-practices/original-image/wechat-article-copy-to/show-in-wechat-editor.png) |
---
## 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](https://github.com/tianma-if/edgeever-tasks))**: Aggregates Markdown todo items across all notes with status filtering and two-way navigation.
- **AI RSS Feed Assistant ([EdgeEver AI RSS](https://github.com/tianma-if/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](plugin-development.md).
| 1. Extension & Plugin Management Center |
| :---: |
| ![EdgeEver plugin marketplace and official extension management](assets/best-practices/original-image/plugin/official-in.png) |
| 2. Plugin API Namespaces & Documentation |
| :---: |
| ![EdgeEver plugin development API reference and documentation](assets/best-practices/original-image/plugin/plugin-api.png) |