Working with Data Conversations notebooks

Working with Data Conversations notebooks#

This guide explains how to use Data Conversations notebooks to organize, enhance, and share your data insights.

Introduction#

Data Conversations notebooks provide a collaborative space to organize, share, and build on the insights you get from Data Conversations. Rather than leaving valuable insights scattered across isolated conversation histories, notebooks transform your data conversations into a cohesive narrative that your entire team can access and contribute to.

With notebooks, you can compile key findings, visualizations, and commentary into one central location, creating a comprehensive story around your data. This approach ensures everyone has the full context of your analysis and can make more informed decisions based on complete information.

Creating a new notebook#

To create a new notebook, follow these steps:

  1. Go to the Data Conversations page.

  2. Expand the right panel.

  3. Click image1 Create notebook.

  4. Enter a name for your notebook.

  5. Select an icon to help identify your notebook.

Adding insights to notebooks#

After receiving a response in Data Conversations, you can save it to a notebook to build your data story. To add an insight to a notebook, follow these steps:

  1. Click Add to notebook below the response.

  2. Select your desired notebook from the dropdown menu.

The insight will be saved to your selected notebook with the original date and source conversation information.

Enhancing notebook entries#

You can improve the quality and format of any entry in your notebook using AI enhancement features. To enhance a notebook entry, follow these steps:

  1. Click Enhance for any notebook entry.

  2. Select one of the following options:

    • Make shorter

    • Make longer

    • Convert to bullet points

    • Convert to paragraph

    • Simplify

    • Apply formal tone

The enhancement process takes a few seconds, after which your entry is replaced with the enhanced version. To undo the changes, click Enhance again and select Revert to original.

Managing notebook entries#

Each notebook entry displays helpful context to keep your insights organized and traceable. Every entry shows:

  • The creation date

  • The source conversation

To view the original conversation, click on the source link.

To remove an entry:

  1. Click the image2 More menu next to the entry.

  2. Click Delete note.

Sharing notebooks#

You can share notebooks with colleagues to collaborate on insights or distribute findings across your organization. You can share a notebook from the notebook list or from within the notebook itself.

From the notebook list:

  1. Click the image2 More menu next to the notebook name.

  2. Click Share.

From within the notebook:

  1. Open the notebook.

  2. Click Share notebook at the top of the screen.

When sharing a notebook:

  • Select users by email or name

  • Choose their access level:

    Editor

    Can view and modify the notebook contents

    Viewer

    Can only view the notebook contents

  • Add an optional message that will be included in the invitation email

After sharing, you can click Copy link on the share screen to get a direct link to the notebook that you can share manually.

Deleting notebooks#

To permanently remove a notebook and all its contents, follow these steps:

  1. Click the image2 More menu next to the notebook name in the notebook list.

  2. Click Delete.

Important

Deleting a notebook will remove access for all users and permanently delete all notes inside. This action cannot be undone.

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