2.17 Settings

Access Settings by tapping your profile avatar in the top-right corner of the Home screen.

The Settings screen is organized into the following sections:

At the top, your profile card shows your avatar, name, email, subscription plan badge, audio minute usage bar, and active workflow count (Pro/Unlimited/Lifetime only). Tap the profile area to edit your profile, or tap the subscription area to manage your plan.

2.17.1 Profile

Tap your profile card at the top of Settings to view and edit your account information:

- Name : Tap to change your display name.

- Email : Shown with your login method (Email, Google, or Apple). Email can only be changed for email/password accounts.

- Avatar : Displays your profile photo or initials.

- Member since and last login dates are shown.

2.17.2 Email & Notifications

Change Email (email/password accounts only):

Go to Settings -> Profile -> Change Email.

1.Enter your new email address.

2. Verify your current email with a 6-digit OTP code.

3. Verify the new email with a 6-digit OTP code.

4. Email updated successfully

2.17.3 Password & Security

Go to Settings -> Profile -> Change Password.

- Enter your current password and set a new one.

- If you signed up with Google or Apple, you can add a password to also enable email/password login.

Password requirements:

- At least 8 characters

- At least one uppercase letter (A-Z), one lowercase letter (a-z), one number (0-9), and one special character

2.17.4 Pen & Notebooks

This section in Settings provides quick access to pen and notebook management:

- Pen Settings : Opens the Pen Settings screen. For full details, (see 2.7.1).

- Primary Notebooks : Opens the Primary Notebooks screen where you can assign a primary notebook for each size (Mini, Standard, Large). To understand what primary notebooks are and why they matter, see 2.4. To set a primary from a notebook's menu, see 2.6.3.

- Deleted Notebooks : View notebooks that were deleted within the last 30 days. Each entry shows the notebook title, creation date, and deletion date. Tap "Recover" to restore a deleted notebook. After 30 days, deleted notebooks are permanently removed and cannot be recovered.

2.17.5 Integrations

This section shows the connection status of each integration with a colored indicator (green dot = connected, red dot = not connected).

Calendar : Manage your Google Calendar connection. For full setup details, see 2.12.2.

  - Connect/disconnect your Google account

  - Select which calendars to sync

  - Set bot name for meeting recordings

  - Choose default transcription language

  - Toggle auto-record for all meetings

  - Set email preference for summaries (All attendees / Only me / None)

- Todoist : Manage your Todoist connection. For full setup details, see 2.11.4.

  - Connect/disconnect your Todoist account

  - Select workspace, default priority, and labels

  - Choose sync mode: Auto or Manual

Zapier : Connect XNote with 5,000+ apps via Zapier to automate your workflows. Unlike other integrations, Zapier uses an API key (not OAuth).

  Getting started with Zapier:

  1. Go to Settings -> Zapier.

  2. Tap "Create Zapier Key". A unique API key will be generated for your account.

  3. Copy the key (displayed in masked format with a copy button).

  4. Go to Zapier.com and create a new Zap.

  5. Search for "XNote" and paste your API key to connect.

  6. Set up your automation in Zapier.

  To regenerate your key: Tap "Regenerate" in the Zapier settings. A confirmation dialog warns that this will invalidate the current key  any existing Zapier automations using the old key will stop working until you update them with the new key.

  The Zapier settings screen shows your API key creation date and provides copy/regenerate actions.

Setting Up Your Zap on Zapier:

After generating your API key in XNote (see above), follow these steps on Zapier to create your automation. This example demonstrates sending an automatic email via Gmail when a note containing a specific keyword is updated.

Step 1: Log In to the Zapier Website

Go to the Zapier website and sign in to your account.

Step 2: Create a New Zap

On the left sidebar, click Create, then select Zaps. This allows you to create a new automation (workflow).

Step 3: Trigger and Action

You'll see two sections: Trigger and Action. You can optionally describe your workflow, then click on the Trigger button to continue.

Step 4: Select XNote App

In the search bar at the top, type XNote and select it. You'll see XNote (Beta) appear in the list.

Step 5: Choose a Trigger Event

On the right panel, click Trigger Event. You'll see several options available under the XNote integration:

All these triggers are directly connected to the core XNote functions — you can use them to build powerful automation workflows based on tasks, events, or notes. For this guide, we'll use Note Updated With Text Condition as an example.

Step 6: Sign In to Your Account

After selecting the trigger, click the Sign In button under the Account section.

Step 7: Log In with Zapier Key

In the login screen, paste the Zapier Key you generated in the app, and click Yes, Continue to XNote.

Step 8: Complete Initial Setup

Finish the initial setup and click Continue.

Step 9: Set Your Condition (Keyword)

In the Configure section, specify the condition or keyword that will trigger your workflow. For example, in this tutorial, we use the keyword XNote.

Step 10: Create a Record

Next, you'll see the Record section. Create a new record to proceed.

Step 11: Choose Action App

Now move to the Action section. Here, you decide what should happen after the trigger. For this example, choose Gmail.

Step 12: Select Gmail Event

In the Gmail setup screen, click Choose an Event and select Send Email. This means an email will be sent when the trigger condition is met.

Step 13: Connect Gmail Account

Select the Gmail account you want to use for this action and click Continue.

Step 14: Configure Email Content

Define how your email should look. Fill in the To, Subject, and Body fields. You can insert dynamic content from XNote (like note text or title) using the options on the left. In the Body section, you'll see two options: "Step Out" and "Updated Note Content."

• Select "Updated Note Content" if you want the page content to appear in the email.
• For other triggers (tasks or events), if you see "Step Out", it means you can view the raw data in JSON format.

Step 15: Test and Preview

Preview how the email will appear. For example, select Updated Note Content and add a line such as "This is trial". Then click Continue.

Step 16: Test and Publish

After testing successfully, click Publish to activate your Zap.

Step 17: Final Result

Your Zap is now active! Whenever you write a sentence containing XNote in your notebook, the trigger will activate, and an automatic email will be sent.

2.17.6 Automations

- Workflows : Opens the Automations management screen. For full details, see 2.13

2.17.7 General

- Date Format : Tap to choose between two formats:

  - MM/DD/YYYY - 12 hour

  - DD/MM/YYYY - 24 hour

  The selected format is applied across the entire app for dates and times.

- Language Settings : Tap to open your device's system settings where you can change the app language. XNote uses your device language setting.

2.17.8 Accessibility

- Mirror Writing : A toggle for left-handed users who write in reverse (mirror writing). When enabled, the canvas is flipped horizontally. For full details and important warnings, see 2.7.1.

2.17.9 Support & Resources

- User Guide : Opens the XNote support site (https://support.xnote.ai).

- Additional Resources : Shows app version, build number, runtime version, crash report toggle, privacy policy, and terms of service links.

- Bug Report & Feedback : Opens a Zendesk support form to submit issues or suggestions.

- XNote Shop : Opens the XNote store website.

- Rate App : Prompts the system review dialog to rate XNote on the App Store or Google Play.

- Join Discord : Opens the XNote Discord community for discussions and support.

2.17.10 Account Deletion

Go to Settings -> Danger Zone -> Delete Account.

1. Tap "Delete Account".

2. A first confirmation asks: "Are you sure you want to delete your account?"

3. A second confirmation warns: "Your account and all data will be deleted permanently."

4. On confirm, account deletion is scheduled, you are signed out, and all local data is cleared.

A loading indicator is shown during the deletion process.

Important: Account deletion is not immediate  it is scheduled. If you sign back in before the deletion is finalized, you will see an Account Deletion Warning screen with a countdown showing when your account will be permanently deleted. From this screen, you can tap "Cancel Deletion" to restore your account and keep all your data. Once the deletion is finalized, it is irreversible.

2.17.11 App Updates

XNote periodically checks for app updates. If a required update is available, an update screen will appear when you open the app:

- The screen shows what's new in the latest version.

- Tap "Update" to be redirected to the App Store (iOS) or Google Play (Android) to download the update.

- You cannot continue using the app until the required update is installed.

Minor updates (bug fixes and improvements) may be applied automatically in the background without requiring a store download.

2.17.12 Rate App

After using XNote for a while, a Rate App prompt may appear asking you to rate your experience.

2.17.13 Sign Out

Tap the sign-out icon in the top-right corner of the Settings screen. A confirmation dialog will appear. On confirm, the app clears your local cache, disconnects the pen, and returns you to the Welcome screen.