Daily Notes and Task Tools

Atlas keeps your daily notes and task list in sync with your vault. You can ask it to create today’s note, add checkboxes, check off completed items, review what’s on your plate for the week, and wrap up the day with a summary — all from the chat.

get_or_create_daily_note

Opens today’s daily note. If one doesn’t exist yet, Atlas creates it (using the date format YYYY-MM-DD.md in your daily/ folder). If it already exists, it reads and returns the current content.

Key parameters:

date — a specific date to open (defaults to today). Format: YYYY-MM-DD

Try saying:

“Open today’s daily note”
“Show me my daily note”
“What did I write in yesterday’s note?”
“Pull up my daily note from last Monday”

add_task

Adds a checkbox task (- [ ] Task text) to a daily note or any other file.

Key parameters:

task — the task description
date — which daily note to add it to (defaults to today)
file_path — add to a specific note instead of a daily note
section — add under a specific ## Heading within the file

Try saying:

“Add a task to follow up with Sarah about the contract”
“Add ‘Review Q1 metrics’ to tomorrow’s task list”
“Add a task to my Projects/Henderson.md note: schedule kickoff call”
“Add ‘Write blog post draft’ under the ## Writing heading in my daily note”

Tasks are stored as standard markdown checkboxes:

- [ ] Follow up with Sarah about the contract
- [ ] Review Q1 metrics

toggle_task

Marks a task as complete (- [x]) or incomplete (- [ ]). Atlas finds the task by matching the text, so you don’t need to know the exact line number.

Key parameters:

task_text — the text of the task to toggle (partial match is fine)
date — which daily note to look in (defaults to today)
file_path — look in a specific note instead
complete — force a specific state: true to check off, false to uncheck (defaults to toggling whatever the current state is)

Try saying:

“Mark the Sarah follow-up task as done”
“Check off ‘Review Q1 metrics’”
“Uncheck the blog post task — I need to come back to it”
“I finished the Henderson kickoff call — mark it complete”

When Atlas toggles a task, the note is updated in place:

- [x] Follow up with Sarah about the contract  ✓ completed
- [ ] Review Q1 metrics

get_tasks

Lists your tasks — open ones, completed ones, or both — from your daily notes or across a date range.

Key parameters:

date — a specific date to look at (defaults to today)
include_completed — whether to include checked-off tasks (default: false, shows only open tasks)
date_range — look across a range instead of a single day:
- week — all tasks from the current week
- month — all tasks from the current month

Try saying:

“What tasks do I have today?”
“Show me all my open tasks this week”
“What did I complete this month?”
“List everything on my plate for the week, including done items”
“Do I have any unfinished tasks from yesterday?”

generate_daily_report

Generates an end-of-day summary by reviewing what tasks you completed, what’s still open, and any notes or memories from the day.

Key parameters:

date — which day to summarize (defaults to today)

Try saying:

“Give me an end-of-day summary”
“Generate my daily report for today”
“Wrap up my day — what did I accomplish?”
“Summarize yesterday for me”

A typical daily report includes:

Tasks completed today
Tasks still open (carried forward)
Any notes or entries made to today’s daily note
A short narrative summary

How Tasks and Daily Notes Connect

Atlas creates daily notes in your vault at daily/YYYY-MM-DD.md. The task tools read and write standard markdown checkboxes within those files. This means:

You can open the file in any markdown editor and see your tasks
Tasks you write manually (as - [ ] ... items) are valid markdown and can be toggled by Atlas
Nothing is stored in a proprietary format — it’s all plain text in your vault

Next: CRM Tools