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Home/Guide

Use AI on selected text anywhere in Windows

Copying text into an assistant, typing an instruction, reading the answer and copying it back is four steps too many for something you do thirty times a day. Selected-text actions collapse it into one shortcut, a choice and, if you want it, one click to put the answer back.

On this page

  1. Your first action, step by step
  2. The five built-in actions
  3. Putting the answer back
  4. Shortcuts for the actions you use most
  5. Custom actions are where this pays off
  6. What this looks like across a day
  7. How capture works, and when it fails

Your first action, step by step

  1. Select some textIn any app: a paragraph in Word, a line in Notepad, a stack trace in a terminal.
  2. Press Ctrl+Shift+QSelection actions opens beside the selection, naming the app the text came from.
  3. Choose an action, or type a questionPick Summarize, Rewrite, Explain, Translate or one of your own. Or type what you want and choose the Ask: … row. Typing on its own sends nothing.
  4. Read the answerAn action that sends at once answers in a small popup where the menu was, with Copy, Stop and Open in SideNote to carry on in the conversation.
  5. Put it back, if you wantOnce the answer is complete, *Return to app* offers Replace selection and Insert after**. Nothing goes back until you click one.

Selection actions

The Selection actions menu with Rewrite typed in its box, showing two rows: the Rewrite action with its shortcut Ctrl+Shift+R, and Ask: Rewrite.
Type a few letters to narrow the list. The Ask row under the matches sends what you typed as your own question.

Ask SideNote, and custom actions set to let you review the request first, open the main window instead, with the selection waiting in the message box for your question. Every answer is saved in a new conversation in your history, like any other.

The five built-in actions

Built-in actions and when each fits
ActionBehaviourFits when
Ask SideNoteCaptures the selection, waits for your questionThe question changes each time
SummarizeSends immediatelyLong text you need the shape of, fast
RewriteSends immediatelyYour own draft prose needs polishing
ExplainSends immediatelySomething written by someone else that you do not follow
TranslateSends immediatelyForeign-language text, meaning and tone preserved

The four immediate actions carry a fixed instruction, which is what makes them fast. Rewrite asks for clearer, more polished text preserving meaning and tone. Translate preserves meaning and tone and adds no commentary. For a different instruction every time, type it into the menu and choose the Ask row, or use Ask SideNote.

Settings › Actions & prompts

The Default translation language box set to English, with a note that it is used by the Translate action only.
Translate is the one built-in with a setting of its own: the target language it translates into, set once here rather than named in every request.

Putting the answer back

Replace selection replaces only the text you selected; Insert after keeps it and adds the answer straight after it. Both paste through the editor's own paste into the document the text came from, and SideNote Pro puts your clipboard back afterwards. The row appears in the popup and under the answer in the main window, and a return is used up by its paste.

If the selection changed, the document closed or 30 minutes passed, the answer offers Copy instead and says why. Some editors, password fields, read-only text and apps running as administrator only ever offer Copy. Put the answer back where it came from has the details.

Shortcuts for the actions you use most

Every action is in the menu, so none needs a shortcut of its own. A direct shortcut skips the menu and runs one action at once, which pays off for the one or two you use many times a day.

  1. Open Settings, Actions and promptsThe built-in actions are listed here with their shortcuts, beside the Selection actions shortcut itself.
  2. Keep, change or clear a shortcutClearing a box removes only that shortcut. The action stays in the Selection actions menu.
  3. Save and try itSelect a paragraph in any application and press the shortcut.

Settings › Actions & prompts

The five built-in actions with their global shortcuts: Ask SideNote on Ctrl+Shift+A, Summarize on Ctrl+Shift+S, Rewrite on Ctrl+Shift+R, Explain on Ctrl+Shift+E and Translate on Ctrl+Shift+T, beside a Restore default shortcuts button.
A new install ships with Ctrl+Shift+A, S, R, E and T already filled in. Restore default shortcuts puts the shipped set back if you lose track.

Every global shortcut takes precedence over the same keys inside other apps while SideNote Pro runs: Ctrl+Shift+T reopens a closed tab in most browsers, for example. If one gets in your way, change or clear it here, or pause shortcuts from the tray icon.

Custom actions are where this pays off

A custom action turns a prompt you type repeatedly into an entry in the menu, and a keystroke too if you give it one. It has four parts: an instruction, an optional shortcut, the position of {{selection}} inside the instruction, and whether it sends immediately or prepares the request for review.

The {{selection}} placeholder is what makes these flexible. Context can go before the selection, after it, or both, which matters because here is a requirement, rewrite it as acceptance criteria reads very differently to a model than the same text with no framing.

Custom actions worth building

Acceptance criteria
Rewrite this requirement as acceptance criteria in Given/When/Then form. Flag anything too vague to test: {{selection}}
Plain English
Rewrite this for a reader outside our team. No jargon, under 100 words: {{selection}}
Devil's advocate
Here is an argument. Give me the three strongest objections to it: {{selection}}
Error triage
Explain this error to someone unfamiliar with this codebase, then list the three most likely causes in order: {{selection}}
Tighten
Cut this by 40 percent without losing any substantive point: {{selection}}
Commit message
Write a concise commit message summarising this diff: {{selection}}

Use prepare for review rather than immediate send on any action where you will often want to add one sentence of context. Immediate send is right for the ones that are genuinely the same instruction every time, and those answer in the popup when you run them from the menu.

Settings › Actions & prompts › Custom actions

The Custom actions list with an Add action button, one custom action showing its name and a Send immediately label, and a caption explaining the selection placeholder.
Each custom action shows its name and whether it sends immediately. Omitting {{selection}} from an instruction does not lose the selection, because SideNote Pro still supplies it separately, as clearly marked reference material.

What this looks like across a day

Reviewing a specification
Select a paragraph, choose Explain, and see what an outside reader takes from it. If that differs from what you meant, the paragraph needs work.
Debugging
Select a stack trace in a terminal, type the one detail the trace does not contain into the menu, and choose the Ask row.
Writing
Select your own paragraph, choose Rewrite, and compare. If it reads better, Replace selection puts it in place.
Email in another language
Select, choose Translate, read, carry on.
Keeping a snippet
Select a command or an address you will need again and choose Save as Active Note. It is kept on your PC as a note, and nothing is sent.
Reading unfamiliar code
Select a function, choose Explain. Combine with local folder context when the explanation needs the rest of the codebase.

The common property is that the source application never loses focus for longer than the round trip. That is the whole point: see using AI without leaving your workflow. For text you are still writing, inline commands keep you in the field the whole time: type a trigger such as /fix, a space and your sentence, press Tab, and the result replaces it in place. The same works for translating a message while you compose it: start it with /en, write in your own language, and press Tab for English.

How capture works, and when it fails

Capture happens only when you press the Selection actions shortcut or an action's own shortcut. SideNote Pro does not poll the clipboard and does not watch for selections.

On the shortcut, it identifies the window in front, keeps a copy of your clipboard, asks that app to copy the selection, checks that the clipboard update came from it, and puts your previous clipboard back. Its own clipboard writes stay out of Windows clipboard history and cloud clipboard, so using an action does not cost you what you had copied.

Windows does not let SideNote Pro copy from an app running as administrator while SideNote Pro is not. Capture fails, nothing is sent, and SideNote Pro tells you. Running an application as administrator is the usual reason an action that works everywhere else stops working in one place.

If shortcuts stop responding entirely, check whether global shortcuts are paused from the tray menu. Pausing releases every binding without ending the process, stops any action that had only just begun, and the tray tooltip reports the paused state.

Keep reading

  • FeatureSelected-text actionsOne menu for every action on a selection in any app, compact answers, and one-click return to the editor.
  • FeatureActive NotesNotes on your PC, stored as plain text and readable formatted, that float beside your work and go into a message only when you attach them.
  • TipStay in your workflowConfiguration that makes asking a question cheaper than switching windows.
  • TipBetter promptsPrompting for short, frequent requests about work already in front of you.
  • GuideTroubleshootingDiagnose provider, shortcut, attachment and capture problems.
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