workflowy

Claude can manage your WorkFlowy lists to capture thoughts, organize information, and maintain a flexible outline-based system. An infinitely nestable document for all your notes.

```bash

curl -sSL https://canifi.com/skills/workflowy/install.sh | bash

```

Or manually:

```bash

cp -r skills/workflowy ~/.canifi/skills/

```

Configure via [canifi-env](https://canifi.com/setup/scripts):

```bash

# First, ensure canifi-env is installed:

# curl -sSL https://canifi.com/install.sh | bash

canifi-env set WORKFLOWY_EMAIL "your-email@example.com"

```

Your credentials, your choice. Canifi LifeOS respects your privacy.

Option 1: Manual Browser Login (Recommended)

If you prefer not to share credentials with Claude Code:

1. Complete the [Browser Automation Setup](/setup/automation) using CDP mode
2. Login to the service manually in the Playwright-controlled Chrome window
3. Claude will use your authenticated session without ever seeing your password

Option 2: Environment Variables

If you're comfortable sharing credentials, you can store them locally:

```bash

canifi-env set SERVICE_EMAIL "your-email"

canifi-env set SERVICE_PASSWORD "your-password"

```

Note: Credentials stored in canifi-env are only accessible locally on your machine and are never transmitted.

• Create and edit bullets
• Nest items infinitely
• Search across all content
• Add tags and mentions
• Complete and mirror items
• Share lists with others
• Use keyboard shortcuts
• Zoom into any bullet
• Add notes to bullets
• Star important items
• View recent changes
• Export and backup

Example 1: Add Item

```

User: "Add 'Review quarterly goals' to my WorkFlowy"

Claude: Opens WorkFlowy, adds bullet.

Confirms: "Added to your outline"

```

Example 2: Organize Content

```

User: "Create a section for project tasks with sub-items"

Claude: Creates parent bullet with nested children.

Confirms: "Created project section with 5 tasks"

```

Example 3: Search Notes

```

User: "Find all items tagged #urgent"

Claude: Searches for #urgent tag.

Reports: "Found 7 items with #urgent tag"

```

Example 4: Complete Items

```

User: "Mark the report task as complete"

Claude: Finds item, marks as completed.

Confirms: "Report task marked complete"

```

1. Claude navigates to workflowy.com via Playwright MCP
2. Enters WORKFLOWY_EMAIL for authentication
3. Handles 2FA if required (notifies user via iMessage)
4. Maintains session for operations

```javascript

// Main content

'.mainContent'

// Bullet item

'.project'

// Bullet text

'.content'

// Nested children

'.children'

// Search box

'.searchBox'

// Complete checkbox

'.bullet'

// Note section

'.note'

// Tags

'.contentTag'

// Starred items

'.starred'

// Zoom controls

'.breadcrumbs'

```

```

#tag // Hashtag

@mention // Mention user

Complete (Ctrl+Enter) // Mark done

Mirror // Reference elsewhere

Zoom (Click bullet) // Focus view

Note (Shift+Enter) // Add note

Star // Mark important

```

• Login Failed: Retry 3 times, notify user via iMessage
• Session Expired: Re-authenticate automatically
• Item Not Found: Search with variations, ask user
• Add Failed: Retry, check cursor position
• Sync Failed: Wait and retry
• Export Failed: Try alternative method

When you learn a better way to accomplish a task with WorkFlowy:

1. Document the improvement in your response
2. Suggest updating this skill file with the new approach
3. Include specific organization patterns
4. Note useful keyboard shortcuts

• Infinite nesting depth
• Single document structure
• Keyboard-driven workflow
• Mirrors for cross-references
• Collaborative sharing
• Tags for organization
• Offline mode available
• Mobile apps available