How to combine documents and infinite whiteboards in Affine

Last update: 27/07/2026

  • Native integration between traditional document structure and the freedom of infinite canvases.
  • Ability to instantly transform written notes into visual outlines and vice versa.
  • Boosting productivity through the use of artificial intelligence to generate and organize content.
  • Flexible synchronization between local and cloud storage to ensure privacy and access.

How to combine documents and infinite whiteboards in the same project using Affine

¿How to combine documents and infinite whiteboards in the same project using Affine? You've probably experienced having a brilliant idea while creating a visual outline, only to struggle with the tool to translate it into structured text. Or vice versa: you have pages and pages of notes that feel too rigid, and you'd like to... stretch them into an infinite space to see the connections between concepts without going crazy opening ten different tabs.

This is where Affine comes in, an open-source tool that breaks down the barrier between the traditional document and the digital whiteboard. It's not just about having two separate functions, but about a cohesive and fluid experience It allows your thoughts to travel from text to drawing seamlessly, ideal for those looking to organize their knowledge without the limitations of traditional apps.

The magic of borderless mode and content conversion

Affine's crown jewel is undoubtedly its ability to switch between Page Mode and Edgeless modeTo do this, simply press the switch at the top of your screen. In the blink of an eye, your linear document becomes a blank canvas where you can... brainstorm, draw diagrams and move blocks of text as if they were Lego pieces.

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The most powerful thing about this system is that you can embed full pages within the canvas. This means your detailed notes appear right next to your visual plans, allowing you to have the depth of a document and the overview of a whiteboard at a glance. Additionally, you can use the tool to frames for grouping elements related, which greatly facilitates the organization of complex projects.

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Boosting workflow with Artificial Intelligence

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Affine doesn't stop at visual organization; it integrates AI that acts as a personal assistant in every corner of the project. If you're in the notes editor, you can invoke the Affine Pro AI using the toolbar command or keyboard shortcuts to summarize dense paragraphs, expand on a short idea, or refine the wording of a draft that doesn't quite convince you.

When you switch to the creative side of the canvas, the AI-powered drawing It springs into action. This feature is a real lifesaver for those of us who can't draw: you can make a rudimentary sketch and the artificial intelligence will... transforms into polished diagrams and professionals automatically. As if that weren't enough, the AI Planner It helps you manage tasks in Kanban views, suggesting priorities and due dates so you don't miss anything.

Advanced organization and data management

For those who need more rigorous control, Affine offers collections of databasesBy typing the “/” symbol, you can insert Kanban boards or tables with custom fields such as responsible parties, statuses, or priorities. The best part is that you can change the data view without altering the information, adapting the design to what you need at any given time.

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Regarding security, the application opts for an approach of local priorityThis means your data resides first on your device, allowing you to work offline. If you need to coordinate with others or working with several people on the same project at Affine, you can activate AFFiNE Cloud for synchronization automatic, always maintaining control over your backups and storage.

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Tips for expert users and mistakes to avoid

Organize budgets in Affine

If you want to get the most out of it, I recommend not limiting yourself to page view; the biggest mistake is ignore the infinite canvas and pre-loaded templates, which allow you to start projects with pre-designed structures. A very useful trick is to convert your canvas frames into a slideshow direct, thus avoiding the tedious process of exporting files to other programs.

However, be careful with saturation. If you notice the canvas becoming sluggish, the best thing to do is... divide the giant canvases Save images on separate pages and optimize their file size before uploading. Always remember to check that synchronization is enabled if you're working in a team to prevent anyone from ending up with an outdated version of the project.

In short, Affine positions itself as a robust alternative to tools like Notion or Miro by merging text structure with visual freedom. Thanks to its open-source nature, AI integration, and the ability to jump between documents and whiteboards, it becomes the ideal platform for anyone who needs centralize your ideas and tasks without sacrificing privacy or creative flexibility.