Create a collection
On this page
Open the Collections page
Click Collections in the launcher (the column of icons on the left), or open http://localhost:3001/collections.
There are three tabs at the top:
| Tab | What it shows |
|---|---|
| Installed | The collections you have |
| Discover | Collections other people have published — import one with a click (Share) |
| Map | How your collections link to each other (only shown when they do) |
Way 1: the “+ Collection” button (easiest)
On the Installed tab, click + Collection. A New collection window opens with three ways in.
Guided setup (recommended)
Click Guided setup — Claude asks what to track, then builds it. Claude asks you questions in a form: what you want to track, which fields you need. Answer them and the blueprint gets built. If you are not sure what to write, pick this one.
Free-form chat
Click Free-form chat — Describe the collection in your own words. An opening sentence is placed in the chat box; add a description of what you want in your own words and send it.
Sample prompts
The lower half of the window, Sample prompts, lists ready-made examples:
| Sample | What you get |
|---|---|
| Todo list | A to-do list with kanban, due dates and reminders |
| Contacts | Contacts — attach a photo of a business card and it reads it in |
| Reading list | Reading list; stays in your notifications until you tick “Read” |
| Restaurants | Restaurants; you can rate a place only after you’ve been |
| Bill Payments | Monthly bills; reminds you 10 days ahead, creates next month’s bill |
| Clients & time | Clients and hours worked |
| Invoicing | Invoices |
| Vocabulary | A vocabulary notebook |
| Lessons | Lessons and classes |
| Stock portfolio | A stock portfolio |
Clicking a card puts its prompt in the chat box — it is not sent yet. Edit it first if you like (“also add a cuisine field”), then send.
Way 2: just ask in chat
You can also ask from the normal chat screen. The trick is to say what, which fields, and how you want to use it.
Example 1: reading list
Create a reading-list collection with a title, a URL field, and a Read checkbox. While Read is unchecked, keep each item in the bell notifications, labeled with its title.
Example 2: restaurants
Create a restaurants collection with name, cuisine, neighborhood, a website URL, a phone number, a Visited checkbox, a 1-to-5 rating, and notes. Hide the rating until I’ve marked a place as visited.
Example 3: kids’ activities
I want to track my kids’ activities: name, day of the week, time, monthly fee in yen, and the teacher’s contact. Let me see them on a calendar.
When Claude is done, the collection appears in the chat and is added to the Collections list automatically. No restart needed.
Don’t aim for perfect on the first try. Start small and add as you go — that works best.
Reshape it later
Open the collection and click Chat in its header, or mention the collection by name in any chat:
- “Add a priority field — High, Medium or Low”
- “Make the notes field multi-line”
- “Remind me 3 days before the due date”
- “Let me see it as a kanban board”
- “Add a ‘Mark paid’ button”
- “Make a custom view that shows them as cards”
Records you already have are kept.
If you get stuck
- The collection you made doesn’t show up → Troubleshooting
- Which field types exist → How schema.json works
Next: Use a collection.