Connect a provider
- Open Settings → Connections in the desktop app.
- Find Scratchpad AI and choose an available provider.
- Use the prefilled model or enter an exact model ID offered by that provider.
- Enter its API key.
- Select Save and verify.
The provider’s model-ID link helps you check a custom model. A display name is not necessarily a valid API model ID. The connection status shows the saved provider and model after verification.
Your provider account controls API availability, limits, and billing. An Orbit Pro licence does not configure an AI provider account for you.
Generate and review actions
Open a project’s Overview, write notes in the scratchpad, and select Generate actions. Review the proposed links, documents, cards, and project details. Edit fields, choose a list for each card, and deselect unwanted actions before Save selected actions.
Saving suggestions preserves the original scratchpad. Proposed name and description changes replace those project fields, so review them as carefully as task creation.
What is sent
Generating AI suggestions sends the scratchpad and project context to the selected provider: the project name, description, status, tags, available statuses, and task lists. Ordinary note-taking and saving do not use AI. Keep credentials in Secrets, and remove any text you do not want shared before generating suggestions.
The AI connection differs from local MCP: scratchpad AI generates a reviewable proposal, while an MCP client can use workspace tools directly within its permissions.
Change or disconnect
Return to Scratchpad AI settings to select a different provider or model, enter the required key, and select Save and verify. If verification fails, the saved connection stays unchanged; correct the reported problem and try again.
Remove the AI connection when you no longer want to use it. You can still write notes. Generate actions can also suggest a link when the scratchpad contains only a single URL; suggestions from mixed notes require a connected provider.