Manage Notes in My Docs
Step-by-step guide to creating, searching, editing, exporting, and publishing Notes from the Gryz dashboard — including AI access and publish-as-document.
Updated · Reviewed by Jacob
Before you start
You need a signed-in Gryz account. Notes are available on the free Starter plan (one live Note) and unlimited on Pro and Pro Plus.
New to Notes? Read Getting started with Notes first.
Step 1 — Open the Notes list
- Sign in at gryz.ai.
- Open My Docs from the nav.
- Choose Notes (or go directly to
/my-docs/notes/).
The list shows your Notes sorted by last update. The header shows how many Notes you have versus your plan limit (for example 1 / 1 on the free tier).
Step 2 — Create a Note
- Click New note.
- Gryz opens the editor at
/my-docs/notes/new/and creates the Note when you start typing. - Write in Markdown. Use the toolbar for headings, lists, links, and code blocks if you prefer clicks over syntax.
At your Note limit
On the free tier, only one live Note is allowed. If you are at the cap:
- Delete an existing Note, or
- Publish as document and then delete the Note if you no longer need the private copy, or
- Upgrade to Pro for unlimited Notes — see Pricing breakdown.
Step 3 — Search and filter
Use the search box on the Notes list. Search matches titles and body text.
Filter chips help you separate:
| Filter | Shows |
|---|---|
| All | Every Note |
| By me | Notes you created or last edited in the web app |
| By agent | Notes created or updated through MCP or another client |
Notes touched by an assistant may show a small activity indicator in the list.
Step 4 — Edit and save
- Open a Note from the list.
- Edit the Markdown body. Changes autosave — watch the save status chip in the footer.
- If Gryz reports that the Note changed elsewhere, reload before continuing. Concurrent edits are checked against the version you loaded.
Step 5 — Control AI access
In the editor footer, find Let AI assistants edit this note:
| Checkbox | Behavior |
|---|---|
| Checked | MCP can append_note, update_note, and delete_note on this Note |
| Unchecked | MCP can still list_notes and see its bounded preview, but mutations fail until you enable editing again |
Use unchecked when a Note is reference material you do not want an agent to overwrite.
Step 6 — Export or delete
Download note exports the current Markdown as a .md file.
Delete moves the Note into a short undo window (about eight seconds on the list page). Deleted Notes are retained for up to 30 days before scheduled removal, but restoring still has to fit your current Note quota.
Step 7 — Publish as document
When a Note is ready to share:
- Save your latest changes.
- Click Publish as document in the footer.
- Choose visibility:
- Private (restricted) — dashboard and invited viewers only; counts toward your private document quota
- Public — shareable link; uses your plan’s public-link expiry rules
- Confirm publish, then open the new document to copy its link or adjust settings.
Publishing again from the same Note creates another document.
For visibility and expiry details, see Publishing options (reference) and Plan Comparison.
Keyboard shortcuts
| Key | Action |
|---|---|
n | New note (from the list) |
Esc | Back to the Notes list from the editor |
Troubleshooting
| Issue | What to try |
|---|---|
| Cannot create another Note | Free tier allows one — delete, publish, or upgrade |
| “Note changed elsewhere” | Reload the editor and merge changes manually |
| MCP cannot update a Note | Enable Let AI assistants edit this note |
| Publish failed on private quota | Delete a restricted doc or upgrade — see Plan Comparison |
| Public publish blocked | Check file size, format, and expiry for your tier |
Next steps
- Use Notes with MCP — automate Notes from Cursor or Claude
- Publish a Note as a document (reference) — field-by-field publish behavior
Getting started with Notes
What Gryz Notes are, how they differ from published documents, plan limits, and when to use Notes in the web app or through MCP.
Use Notes with MCP
Connect Gryz MCP and use list_notes, create_note, append_note, update_note, and delete_note — with example prompts, access modes, and rate limits.