Getting started with Smart Graph

The shortest useful Graph workflow starts from a note you already understand and ends by opening one related note.

When to use Smart Graph

Use Smart Graph when you want to explore how several notes relate, narrow the visible scope, or turn a reviewed selection into another artifact. Start with a note you understand so the first relationship is easy to judge.

Before you start

Confirm that:

• Smart Graph Pro is installed and active
• the current note is indexed by Smart Environment
• Smart Environment is ready

If the note is missing from Environment stats or Source Inspector, fix that before judging Graph.

First win: open one related note

1. Open a meaningful note

Use a note with a clear topic and enough text to be indexed.

2. Create a graph from that note

Run Smart Graph Pro: Create graph from current note.

The view title should read Smart Graph - Neighborhood of note name. The seed note appears in the Notes panel under Selection.

3. Choose one related note

Select a nearby node whose title looks useful. If reading labels in the canvas is difficult, choose Search nodes, enter a known title fragment, and choose Select matches.

The Notes panel remains headed Selection while individual sources are selected. It shows their names and remove controls. Remove the seed if you want Open to launch only the new note.

4. Open and verify

Choose Open. Confirm that the expected note opens in Obsidian and that its content is relevant to the starting note.

You now have a complete result: current note -> source-seeded Neighborhood -> reviewed related note -> opened source.

Continue with entry commands and source-seeded behavior.

Search a larger graph

Run Smart Graph Pro: Open: Smart Graph view or use the Open Smart Graph ribbon action to open Whole vault.

Open Search and enter one concrete topic, such as Newsletter Launch.

Search highlights matches and dims nonmatches. It does not change the selection until you choose Select matches.

Review a selection

The Notes panel keeps selected source identities readable. Treat scores as review signals, not guarantees.

Check:

1. the selected count
2. the visible source identities
3. the highlighted graph nodes
4. the remove controls for noisy sources

Remove anything you would not knowingly open, copy, or send into another workflow.

For selection gestures and panel behavior, see Select sources and clusters and Use the Notes panel.

Focus the reviewed nodes

Choose Scope -> Focus nodes when the reviewed sources should become the visible Graph scope.

The view title changes to Smart Graph - Focus nodes. When the selection is cleared, the Notes panel is headed Focus nodes scope and lists the visible source set. Manual Focus nodes requires at least three selected sources.

The Focus nodes title and source list confirm the five-source scope. The open search remains a separate filter inside that scope.

Turn a reviewed selection into something useful

The dock offers Open, Copy selection links, Create, and Scope actions for the reviewed selection.

Choose an action, then inspect its destination before treating the result as complete.

The action bar offers:

• Open to inspect selected sources
• Copy selection links to copy Obsidian links
• Create to choose Create note or Create synthesis note, Create canvas, Create context from selection, or a graph image
• Scope to focus the graph or inspect a neighborhood

After choosing an action, check its destination: opened notes, pasted links, a created artifact, or the transferred sources in Context Builder.

For confirmation rules and output-specific caveats, see Use Smart Graph actions.

Find every primary Graph surface

If the first graph is confusing

Continue from here

• Use all Graph actions
• Interpret cluster signals safely
• Build a reviewed Smart Context package