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Identity & autorouter

Two settings that make Aletheia work for you specifically: telling it who you are, and letting it file new notes on your behalf.

Identity — who "you" are

Under Settings → General → Identity you set your owner display name and pin your owner entity — the person record that represents you in the corpus.

The Settings sub-navigation with its five sections.

The General sub-nav groups these settings. **①** Appearance · **②** Identity · **③** Capture & Routing · **④** Integrations · **⑤** Application.

This matters more than it sounds. Once Aletheia knows which entity is you:

  • "What's on my plate" and get_action_items(assignee="me") resolve "me" to your entity, so you get your to-dos, not everyone's.
  • Chat can reason about "my" meetings and decisions correctly.
  • Action items assigned to you are attributed properly.

Set this early

On a cold corpus, features that key on "me" return a not configured result until you've pinned your owner entity. It's a one-time, thirty-second setup that unlocks the personalized views.

The autorouter — automatic filing

Under Settings → General → Capture & Routing lives the autorouter: a rules-driven system that files newly captured notes into the right notebook automatically, so your Inbox doesn't pile up and your structure stays tidy without manual sorting.

Settings → Capture & Routing, showing the autorouter's filing rules.

The autorouter's routing rules — an editable description of how new notes should be filed — plus recent routing activity.

How it works

The autorouter is driven by a description of your filing scheme — the structure you want and the rules for where things go (e.g. "one sub-notebook per client engagement; a decisions folder; never file into the archive"). New captures are routed according to those rules, and recent routing activity shows you what it did so nothing is a black box.

You can Duplicate & customize the default scheme to match how you actually organize — adjusting the notebook structure and the routing rules to your work.

The autorouter's Duplicate & customize control.

Duplicate & customize the default scheme to match how you actually organize your notebooks and routing rules.

Why it's worth turning on

Capture is only valuable if it's organized. The autorouter removes the tax of manual filing: you (or an email-to-inbox capture) drop a note in, and it lands where it belongs. Combined with a shallow notebook tree and good tags, it keeps a fast-growing corpus navigable.

The recent routing activity panel.

Recent routing activity shows exactly what the autorouter filed and where, so nothing is a black box.

Trust, but verify — at first

When you first enable or customize the autorouter, glance at recent routing activity for a few days to confirm it's filing the way you expect. Tune the rules once, and then it fades into the background doing its job.

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