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Get Started in 5 Minutes

This guide will walk you through creating your first workspace, document, and exploring AFFiNE’s core features.
Before you begin: Make sure you’ve installed AFFiNE on your preferred platform (web, desktop, or self-hosted).

Step 1: Create Your Account (Optional)

AFFiNE works both with and without an account. Choose what works best for you:

Step 2: Create Your First Workspace

Workspaces in AFFiNE are containers for all your documents, notes, and whiteboards. Think of them as separate projects or areas of your work.
1

Open Workspace Selector

Click the workspace name in the top-left corner (default: “My Workspace”)
2

Create New Workspace

Click + New Workspace at the bottom of the dropdown
Workspace selector
3

Name Your Workspace

Enter a name for your workspace, such as:
  • “Personal Notes”
  • “Project Alpha”
  • “Team Wiki”
  • “Meeting Notes”
4

Choose Storage Type

  • Syncs to AFFiNE cloud
  • Available on all devices
  • Enables collaboration
  • Requires account
Pro Tip: Create separate workspaces for different areas of your life (work, personal, side projects) to keep things organized.

Step 3: Create Your First Document

Now let’s create your first page in AFFiNE.
1

Start a New Page

Click the + New Page button in the sidebar, or use the keyboard shortcut:
  • macOS: Cmd + N
  • Windows/Linux: Ctrl + N
2

Choose Your Template

AFFiNE offers several templates to get started:

Blank Page

Start from scratch with a clean slate

Edgeless (Whiteboard)

Infinite canvas for visual thinking

Meeting Notes

Pre-formatted for meeting agendas

Project Plan

Template with tasks and milestones
For now, select Blank Page to explore freely.
3

Add a Title

Click “Untitled” at the top and give your page a meaningful title, like:
  • “My First AFFiNE Page”
  • “Project Ideas”
  • “Daily Notes”
4

Start Writing

Click in the editor area and start typing. Try typing:
# Welcome to AFFiNE

This is my first document. Let's explore what AFFiNE can do!
Notice how # automatically formats as a heading? That’s Markdown working seamlessly.

Step 4: Explore Core Features

Let’s explore AFFiNE’s most powerful features:

Rich Text Editing

1

Text Formatting

Select any text to see the formatting toolbar:
  • Bold (Cmd/Ctrl + B)
  • Italic (Cmd/Ctrl + I)
  • Code (Cmd/Ctrl + E)
  • Strikethrough
  • Highlight colors
2

Markdown Support

AFFiNE supports Markdown syntax. Try typing:
## Heading 2
### Heading 3

- Bullet list item
- Another item

1. Numbered list
2. Second item

[ ] Unchecked task
[x] Completed task

> This is a quote block
3

Slash Commands

Type / anywhere to open the block menu:
  • /heading - Add headings
  • /todo - Create task lists
  • /code - Insert code blocks
  • /image - Upload images
  • /database - Create a database
  • /divider - Add a divider line
Slash command menu

Blocks and Embeds

1

Add Different Block Types

Type / and explore these block types:Content Blocks:
  • Text, headings, quotes
  • Bulleted and numbered lists
  • Task lists with checkboxes
  • Code blocks with syntax highlighting
Media Blocks:
  • Images (drag & drop supported)
  • Videos (embedded or uploaded)
  • Audio files
  • File attachments
Advanced Blocks:
  • Database (table, kanban, gallery)
  • Callout boxes
  • Math equations (LaTeX)
  • Mermaid diagrams
  • Web bookmarks
2

Embed Web Content

Paste any URL and AFFiNE will create a rich preview:
  • YouTube videos
  • GitHub repos
  • Figma files
  • Twitter/X posts
  • Web pages

Switch to Whiteboard Mode

1

Toggle Edgeless Mode

Click the Edgeless button in the top-right corner or press Cmd/Ctrl + Shift + E
Toggle edgeless mode
2

Add Shapes and Elements

In Edgeless mode, you can:
  • Draw freehand with the pen tool
  • Add shapes (rectangles, circles, arrows)
  • Create sticky notes
  • Connect elements with connectors
  • Group and organize visually
3

Place Your Page Content

Your page content appears as a “note” block that you can:
  • Move anywhere on the canvas
  • Resize
  • Combine with other visual elements
  • Connect to other notes
Pro Tip: You can seamlessly switch between Page mode (traditional document) and Edgeless mode (infinite canvas) for the same content!

Create a Database

1

Insert Database Block

Type /database or /table and press Enter
2

Choose View Type

Select your preferred view:
  • Table - Spreadsheet-style rows and columns
  • Kanban - Card-based board view
  • Gallery - Visual grid with images
3

Add Content

Let’s create a simple task tracker:
  1. Rename columns: “Task”, “Status”, “Priority”, “Due Date”
  2. Add a few tasks as rows
  3. Click the view selector to switch between Table and Kanban
Database views
4

Customize Properties

Click on any column header to:
  • Change property type (text, number, date, select, multi-select, etc.)
  • Add new columns
  • Sort and filter data
  • Hide/show columns

Step 5: Organize Your Workspace

The left sidebar is your command center:
  • Quick Search (Cmd/Ctrl + K) - Find any page instantly
  • Favorites - Star pages for quick access
  • Recent - Your recently edited pages
  • All Pages - Browse all pages in the workspace
  • Collections - Organize pages into custom collections
  • Tags - Filter pages by tags
  • Trash - Recover deleted pages

Create Collections

1

Open Collections

Click Collections in the sidebar
2

Create New Collection

Click + New Collection and name it (e.g., “Project Alpha”, “Meeting Notes”)
3

Add Pages to Collection

Right-click any page and select Add to Collection or drag pages into the collection

Use Tags

1

Add Tags to a Page

  1. Open any page
  2. Click the menu in the top-right
  3. Select Add Tags
  4. Type tag names like #meeting, #important, #draft
2

Filter by Tags

Click Tags in the sidebar to view and filter pages by tag

Step 6: Collaborate with Others

Collaboration requires: Cloud workspace and AFFiNE account

Share a Workspace

1

Open Workspace Settings

Click the workspace name in the top-left, then click ⚙️ Settings
2

Navigate to Members

Select the Members tab
3

Invite Collaborators

  1. Click + Invite
  2. Enter email addresses
  3. Set permissions:
    • Owner - Full control
    • Admin - Manage members and settings
    • Editor - Create and edit pages
    • Viewer - Read-only access
  4. Click Send Invites

Real-Time Collaboration

When collaborating:
  • See other users’ cursors and selections in real-time
  • View who’s currently online in the top-right corner
  • Changes sync instantly across all devices
  • Conflict-free editing with CRDT technology

Share Individual Pages

1

Open Page Menu

Click the menu in the top-right of any page
2

Get Share Link

Click Share and choose:
  • Private - Only workspace members can access
  • Public - Anyone with the link can view
  • Public Edit - Anyone with the link can edit
3

Copy and Share

Copy the generated link and share it with others

Step 7: Try AFFiNE AI (Optional)

AFFiNE AI requires configuration with an AI provider (OpenAI, Google, etc.) or self-hosted model.

Enable AI Features

1

Open Settings

Click your avatar in the top-right, then Settings
2

Configure AI Provider

  1. Go to AI settings
  2. Choose your provider (OpenAI, Google Gemini, Azure OpenAI, or Custom)
  3. Enter your API key
  4. Click Save
3

Use AI Features

Now you can:
  • Select text and click AI in the toolbar to:
    • Continue writing
    • Improve writing
    • Summarize
    • Translate
    • Change tone
  • Type /ai to:
    • Generate content from prompts
    • Create outlines
    • Draft documents
  • Ask questions about your pages

Keyboard Shortcuts

Boost your productivity with these essential shortcuts:
ShortcutAction
Cmd/Ctrl + KQuick search
Cmd/Ctrl + NNew page
Cmd/Ctrl + Shift + NNew workspace
Cmd/Ctrl + [Go back
Cmd/Ctrl + ]Go forward

Editing

ShortcutAction
Cmd/Ctrl + BBold
Cmd/Ctrl + IItalic
Cmd/Ctrl + UUnderline
Cmd/Ctrl + EInline code
Cmd/Ctrl + KInsert link
Cmd/Ctrl + ZUndo
Cmd/Ctrl + Shift + ZRedo

Blocks

ShortcutAction
/Open block menu
Cmd/Ctrl + /Show all shortcuts
Cmd/Ctrl + DDuplicate block
Cmd/Ctrl + Shift + EToggle edgeless mode
Press Cmd/Ctrl + / anytime to see the full list of keyboard shortcuts!

What’s Next?

Congratulations! You’ve learned the basics of AFFiNE. Here’s where to go next:

Tips & Tricks

  1. Click your avatar → Settings
  2. Go to Appearance
  3. Choose between Light, Dark, or Auto theme
  4. Adjust font size and editor width
AFFiNE supports importing from:
  • Markdown files - Drag & drop .md files
  • Notion - Use Notion’s export feature, then import the .zip
  • HTML - Import web pages or HTML exports
To import: Click in sidebar → Import
Export individual pages or entire workspaces:
  1. Open page menu
  2. Select Export
  3. Choose format:
    • Markdown - Plain text with formatting
    • HTML - Webpage format
    • PDF - Printable document
    • PNG - Image snapshot
Create a daily notes habit:
  1. Create a collection called “Daily Notes”
  2. Use Cmd/Ctrl + N to create a new page each day
  3. Name it with today’s date (e.g., “2026-03-09”)
  4. Add it to your Daily Notes collection
Or use the /today command to insert today’s date automatically!
AFFiNE works completely offline:
  • All edits are saved locally first
  • Changes sync automatically when back online
  • Desktop app is fully functional without internet
  • Web app requires initial load, then works offline

Get Help

Need assistance? We’re here to help!
Pro Tip: Search existing GitHub issues and discussions before creating new ones - your question might already be answered!

Common Questions

Yes! AFFiNE is local-first:
  • All data is stored on your device first
  • Cloud sync is encrypted in transit and at rest
  • You can use AFFiNE completely offline
  • Self-hosting gives you complete control
  • Open-source code means full transparency
Absolutely! AFFiNE is designed to work offline:
  • Desktop app works fully offline
  • Web app caches for offline use
  • All edits are saved locally
  • Changes sync when you’re back online
To sync across devices:
  1. Create a cloud workspace (requires account)
  2. Sign in with the same account on all devices
  3. Your workspaces sync automatically
Local workspaces can be converted to cloud workspaces in settings.
  • Page mode: Traditional document view, great for text-heavy content
  • Edgeless mode: Infinite canvas, perfect for visual thinking and diagrams
They’re two views of the same content - switch anytime with Cmd/Ctrl + Shift + E
Yes! To migrate from Notion:
  1. Export your Notion workspace (Settings → Export → All content → Markdown & CSV)
  2. In AFFiNE, click in sidebar → Import
  3. Select the exported .zip file
  4. AFFiNE will import all pages with formatting preserved
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