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Related Notes

Find semantically similar notes and save deliberate relationships.

Related Notes uses the local embedding index to find notes with similar meaning, even when they do not share the same words, tags, or wikilinks.

Related Notes requires a Pro License.

Open the Meta Sidebar, then select Related Notes. The tab is available for normal workspace notes, but not for Inbox captures.

Each suggestion shows a similarity score. Click a result to open it, or hover to preview the note without leaving the current one.

Preparing The Workspace Index

Related Notes uses the same local embedding model as Ask Octarine. If the model is missing, open Ask Octarine and download it when prompted.

The first search may need to generate embeddings for the workspace. This work happens locally. If notes have changed since the last index, click Refresh to index those changes and search again.

A very short or empty note may not contain enough content to produce useful suggestions.

Saving A Relationship

Hover over a suggestion and click Add to related notes to keep it as an explicit relationship. Click the remove button to undo it.

Saved relationships are written to the current note's frontmatter as an oct.related list of wikilinks:

---
oct.related:
  - "[[Projects/Launch]]"
  - "[[Research/Pricing Notes]]"
---

This is different from the generated suggestion list. Suggestions can change as note content and the embedding index change; saved relationships remain in the Markdown until you remove them.

Saved related notes can also be used as the Related Notes system field when organizing notes elsewhere in Octarine.

Quick Answers

Does Related Notes send my notes to a server?

No. Related Notes searches the embedding index stored locally in your workspace.

Why are no related notes appearing?

Make sure the local embedding model is downloaded, refresh the workspace embeddings, and check that the current note has enough content to compare.

Where are saved related notes stored?

They are stored as wikilinks in the current note's oct.related frontmatter property.