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Manage AI Notebooks
Manage your generative AI notebooks in Data 360 Notebook AI. By default, a notebook is private to the user who creates it.
Required Editions
| Available in: All Editions supported by Data 360. See Data 360 edition availability. |
| User Permissions Needed | |
|---|---|
| To allow users to access Notebook AI in Data 360 : | Enable Notebook AI Custom Permission Set |
Create a Notebook
Use Notebook AI to explore content for research, building proposals, or analysis.
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From App Launcher, select Data Cloud.
If you are using the Notebook AI web application, go to notebookai.salesforce.com and enter your domain and credentials. You can also access the Notebook AI application from Salesforce orgs.
- Select Notebook AI and click New Notebook.
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Enter a name, select a data space, and add an appropriate description for your
notebook.
You can create notebooks in the default data space and data spaces that Notebook AI has access to.
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Click Save.
Data 360 creates a new notebook in the default workspace. Now, you can build your resource libraries in the notebook.
Add a Resource Library and Sources
Use a resource library to group related resources. You can build or import a resource library. A notebook can contain multiple resource libraries.
- To add a resource library, click New Resource Library or start by adding sources to the personal library.
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Enter a name that describes the collection of sources.
For example, you can group resource libraries for a support issue on DC Sandbox as Customer Meeting Gemini Notes, DC Sandbox Product Doc, or DC Sandbox Community Cases.
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To import a resource library, click Import Resource
Library.
Import resource libraries from other notebooks you have access to or enterprise resources such as search indexes created by your team.
You can also rename a resource library if your project scope changes. You can remove a resource library if it becomes irrelevant to the scope of your research.
After you create a resource library, add sources to your library. These sources can be your personal files like meeting notes or web links. Notebook AI supports the following file types.
| FILE TYPE | Extension |
|---|---|
| Web | HTML, XML, ASPX |
| Image | JPEG, PNG, JPG |
| Text | TXT, PDF, DOCX, RTF |
| Slide | PPTX |
| Email and contacts | MSG, EML |
| Spreadsheets | CSV, XLSX |
| Log | LOG |
| Markup | MD |
Explore Your Resources
Start exploring the sources by asking questions in your workspace and generating new content from your analysis.
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In your notebook workspace, select relevant resources.
By default, Notebook AI selects all sources. For example, select a resource library for product manuals and wikis.
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Ask a question in chat and review the responses.
For example, you may want to know what are the supported topologies for Data Cloud Sandboxes.
Notebook AI provides source citations with each response.
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(Optional) Download the contents of your workspace as a PDF or copy to
clipboard.
You can use this content to create enterprise content such as knowledge base articles.
Generate a Resource Summary
Reduce time spent on document reviews, transform technical content into clear overviews, and get key highlights by summarizing your source content.
- Select the sources that you want to summarize. For example, Request for proposal (RFP) documents, architecture guides, product documentation or troubleshooting manuals.
- Click Summarize Content at the bottom of the workspace.
- (Optional) To save the output, click Export Message to PDF or Copy to Clipboard.
