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Notebooks are documents that live on a customer’s page. The AI writes them from that customer’s actual data — calls, revenue, tickets, usage, health — so a QBR brief or sales handoff takes seconds instead of an afternoon of tab-hopping. Each notebook belongs to one customer. The layout: notebook list on the left, the document in the center, and an auto-built table of contents on the right. Edits autosave.

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Writing with AI

Two ways in:
  • Slash command — type / anywhere in the editor, write a prompt (or pick a skill), and the AI inserts content at your cursor.
  • Write with AI — on an empty notebook, run a saved skill, a free-form prompt, or both (your prompt layers on the skill as extra focus). This fills the whole notebook.
AI text streams in highlighted. When it finishes, choose Accept, Discard, or Retry. Accepted content gets a Sources line listing the data platforms the AI actually read — derived from its real lookups, not guessed. The rest is a normal rich-text editor: headings, lists, tables, and manual editing anywhere.

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Limits

  • Prompts up to 5,000 characters.
  • Generation runs up to ~2.5 minutes before timing out.

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FAQ

No — each notebook is scoped to its customer, enforced server-side.
Yes. An agent can create a notebook as a workflow step, and the Quivly MCP server exposes create_notebook so external AI tools like Claude can generate one.
From the notebook’s settings panel — deletion asks you to type the notebook’s title to confirm.