docs/usage/agent/notebook.mdx
Notebook lets you save and manage documents directly within your conversations. No more losing important information — your Agent can take notes, save reports, and organize research materials. Everything stays in the current Topic and is always accessible. Notebook turns fleeting conversation insights into structured, manageable documents — from meeting minutes to study notes, research reports to to-do lists.
Notebook is topic-level document storage. When valuable content arises in a conversation, your Agent saves it to the Notebook, building a structured document library linked to that Topic. Reference and revisit these documents in future discussions.
Your Agent quickly records ideas, to-dos, and flashes of inspiration. Say "Take a note for me" and the content is saved to your Notebook.
When your Agent helps you search or analyze data, save the valuable findings. Next time you continue your research, everything is right where you left it.
Your Agent drafts structured reports, analytical documents, or long-form articles and saves them directly to the Notebook. View, edit, and expand them anytime.
Ask your Agent to update existing documents — add new content or modify what's there. Documents in the Notebook evolve over time, staying up to date.
Notebook is a built-in Skill. Enable it for your Agent to use document management features.
From Agent Profile — Go to the Agent Profile page, click + Add Skill, and check Notebook.
In a conversation — Click the Skill icon below the chat input and check Notebook.
Ask your Agent to read document content:
To delete a document when it's no longer needed, instruct your Agent to remove it or open the Notebook panel and delete it manually.
All saved documents appear in the Notebook panel on the right side of the Topic. Click the document icon in the top-right corner to open the panel. You can:
Meeting follow-up — During a call, ask your Agent to take notes. After the meeting, the notes are in the Notebook — ready to share, expand, or turn into action items.
Research projects — Save key findings, quotes, and summaries as you go. Build a reference library that grows with each conversation.
Learning and study — Have your Agent explain a concept, then save the explanation to the Notebook. Review it later or ask for clarifications in a follow-up.
Project documentation — Keep decisions, specs, and progress notes in one place. Each Topic can hold the docs for a specific project or phase.
| Feature | Best For |
|---|---|
| Notebook | Documents tied to a Topic — notes, reports, research within a conversation thread |
| Pages | Standalone long-form documents — co-written with Agents, not bound to a single Topic |
| Resource Library | Knowledge base — upload files for Agents to search and reference across all conversations |
Use Notebook when the document belongs to a specific conversation. Use Pages when you're building a document that stands on its own.
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