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See Also

How to Automate Actions in Third-Party Apps like Bitly and Slack with Claude Cowork

How to Automate Actions in Third-Party Apps like Bitly and Slack with Claude Cowork

How to Automate Web Tasks and Find Promo Codes with Claude Cowork's AI Browser

How to Automate Web Tasks and Find Promo Codes with Claude Cowork's AI Browser

How to Batch-Rename Hundreds of Files (Even Videos) by Content with AI

How to Batch-Rename Hundreds of Files (Even Videos) by Content with AI

How to Get Started with Claude Cowork on Mac

How to Get Started with Claude Cowork on Mac

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How to Turn Apple Notes and Notion into a Searchable AI Knowledge Base

You likely have information scattered everywhere. Half of your ideas live in Apple Notes, your project tracking happens in Notion, and your downloads folder is a mess of unnamed screenshots. Finding exactly what you need takes too much time.

🏟️📣“Want weekly shortcuts like this? Join the Shortcuts community.

Claude Cowork changes that completely. It acts as an AI agent on your Mac, securely reading your local files and connecting directly to your favorite apps. You can ask it a question, and it will hunt down the answer across your entire system.

Here is how to set it up and build your own searchable AI knowledge base.

What you'll need

  • A Mac.
  • The Claude desktop app (you can grab it at claude.com/download).
  • A Claude Pro account, which costs $20 a month.

Step 1: Connect your apps

To make Claude smart about your specific data, you need to connect it to the places where you actually work.

  1. Open the Claude desktop app and navigate to the Cowork tab in the center of the window.
  2. Open your Claude Settings.
  3. Look under the General area and click on Connectors.
  4. Click Browse connectors to see the available integrations. Search for the apps you use most, like Notion, Apple Notes, and Slack.
  5. Click Configure next to an app to set its permissions.
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You have total granular control over what Claude can do. For example, you can set Read-only tools to Always allow. This lets Claude freely search your databases. For Write/delete tools, set them to Needs approval. This ensures Claude cannot create or delete pages without asking you first.

Step 2: Query your new knowledge base

Now that your apps are connected, you can treat Claude like a universal search engine for your brain.

Head back to the Cowork tab and ask a specific question. If you have a massive Notion database for a podcast, you can simply type, "In what episode did we discuss the M4 Mac Studio?"

Claude will search through your Notion workspace, find the correct show notes, and summarize the answer. It even provides a clickable link to open that exact page in Notion.

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You can do the exact same thing with Apple Notes. You might ask, "What are the latest five shortcuts added to my Shortcuts Database note?" Claude will read your local Apple Notes and extract exactly what you asked for.

Pro tip: Claude might initially read a note from bottom to top. If you format your notes differently, you can drop a plain text file into your working folder with specific instructions. Tell Claude, "Always look at the top of the note for the newest information." It will read those instructions and format its answers perfectly next time.

Step 3: Let Claude organize your local files

Your knowledge base is not just text documents. It includes your files. Claude Cowork can manage your messy desktop or downloads folder completely hands-off.

  1. In the Cowork tab, click the Work in a folder button.
  2. Click Choose a different folder and select the folder you want to organize.
  3. Type a command like, "Rename the files on my desktop based on the file contents."
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Claude will look at every single file. If it finds a random screenshot of a website, it will read the text in the image and rename the file to match the website's title. It can even analyze the frames of video files to figure out what the video is about, renaming generic screen recordings to descriptive titles.

Step 4: Automate web tasks with Google Chrome

Sometimes the information you need is not in your notes. It is out on the web. You can give Claude access to your browser so it can take actions for you.

  1. Install the Claude extension in Google Chrome.
  2. Go back to Claude Settings and ensure the Claude in Chrome connector is active.
  3. Give Claude a task in the chat window. For example, "Find a promo code for Overstock and keep trying until one is accepted."
  4. A yellow border will appear around your Chrome window to show you Claude is in control.

Claude will open new tabs, search for promo codes, return to your checkout page, and automatically test them until it finds one that works. It is entirely hands-off. You just watch it happen.

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A few things to keep in mind

  • You might need Node.js. For certain local file operations, Claude may tell you it needs Node.js installed. It sounds intimidating, but it is easy. Open the Terminal app on your Mac and simply paste the two installation commands Claude provides in the chat.
  • You can revoke access anytime. If you want to stop Claude from seeing a specific folder, open your Mac System Settings. Navigate to Privacy & Security, then click Files & Folders. Expand the Claude section and toggle off access to your Desktop, Documents, or Downloads.

You're all set

You just turned a scattered mess of apps and files into an intelligent, connected system. Instead of spending ten minutes clicking through folders and searching Notion databases, you can just ask Claude to find the answer. Try connecting a few more of your daily tools and see how much time you save.

Join the Shortcuts Community

I love making simple Apple Shortcuts that save time and make your devices feel smarter. Want more? Join my Shortcuts community for the Database, Shortcut of the Week, live streams, and help from other members. Sign up here

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