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 the target notebook from the dropdown menu.

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

Creating custom notes#

To add a custom text note to a notebook, follow these steps:

  1. Open the image2 Edit notebook menu at the top of the notebook.

  2. Click Add custom note.

  3. Enter and format your text.

  4. Click Save.

Managing notes#

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

  • The creation date

  • The source conversation

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

Enhancing notes#

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

  1. Click Enhance for any note.

  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 note is replaced with the enhanced version. To undo the changes, click Enhance again and select Revert to original.

Reordering notes#

To reorder notes in a notebook, you can:

Drap and drop a note

When hovering your mouse over the note, a dragging button appears at the top of the note.

Use context menu

Use positional actions in the note’s More menu to change its position in the notebook.

Cloning notes#

To clone an note, follow these steps:

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

  2. Click Clone.

Removing notes#

To remove a note, follow these steps:

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

  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.

Cloning notebooks#

To clone a notebook, follow these steps:

  1. Open the list of notebooks.

  2. Click the image2 More menu next to the name of the notebook you want to clone.

  3. Click Clone.

When cloning a previously shared notebook, you can share the new notebook with the same users or skip sharing.

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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