workflowy

WorkFlowy Skill

Overview

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.

Quick Install

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

Or manually:

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

Setup

Configure via canifi-env:

# First, ensure canifi-env is installed:
# curl -sSL https://canifi.com/install.sh | bash

canifi-env set WORKFLOWY_EMAIL "[email protected]"

Privacy & Authentication

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 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:

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.

Capabilities

• 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

Usage Examples

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"

Authentication Flow

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

Selectors Reference

// 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'

WorkFlowy Features

#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

Error Handling

• 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

Self-Improvement Instructions

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

Notes

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