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Notebooks are documents on a customer’s page. Use them for account reviews, QBR preparation, sales handoffs, renewal discussions, and notes your team needs to keep with the account. You can write manually, ask AI to draft from the customer’s available information, or refine text you already have. Each notebook belongs to one customer and is accessible through your organization’s existing Quivly access.

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Create and organize a notebook

1

Open the customer's Notebooks tab

Open the customer, then select Notebooks. Choose Create notebook or the + control in the notebook list to add an empty document.
2

Give it a useful name

Click the notebook’s title to rename it. Use a name that tells teammates what it contains, such as “Renewal discussion notes” or “QBR preparation”. You can also edit its name and description in notebook settings, then select Save Changes.
3

Write and organize the content

Use headings, lists, tables, and the rich-text editor to structure your notes. Headings appear beneath the selected notebook in the left notebook list; select one to jump to that section.
Edits save automatically. The save indicator shows Unsaved, Saving, or Saved. Check that your latest changes show Saved before closing the page. Admins and Members in your organization can edit and delete notebooks, including notebooks created by a teammate.

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Draft with AI

AI writing uses the customer’s available account information and connected sources. Full-notebook generation can also include public-web research. The result depends on the information available, so review missing details and consequential claims before using the document.

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Write an empty notebook

1

Select Write with AI

Open an empty notebook and choose Write with AI.
2

Choose a Skill or describe the task

Select a published Skill, enter a prompt, or use both. A prompt added alongside a Skill gives the generation additional focus.
3

Generate and review

Select Generate. Content appears in the notebook as it is written. When generation finishes, review the highlighted output and choose whether to keep it.
For example:
Prepare renewal discussion notes for this customer using recent calls, open support issues, usage, and health information where available. Include account context, risks with supporting evidence, open questions, and suggested follow-ups. Keep facts separate from interpretation and identify missing information.
If the notebook still has its default numbered title, full-document generation can replace it with a title from the generated document. A title you have chosen is preserved.

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Add content to an existing notebook

Place your cursor where you want new content and type /. Choose Ask AI to enter a request, or Skills to select a saved Skill. The generated content is inserted at that point, so you can build a document section by section. Use a focused request, such as:
Add a summary of recent support issues and the questions we should discuss with the customer. Include source links where available.
Skills guide notebook writing through their instructions. Notebook generation keeps its broader available tools, so a Skill’s selected tools do not limit all notebook research. See Skills for how tool selection differs across features.

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Refine existing text

Use Refine to improve text already in the notebook. Refinement works on the supplied text; it does not perform fresh account research. Use AI drafting when you need to gather more customer information.
1

Select the passage

Highlight the text you want to change. To work on the whole document, focus the editor and use Cmd+A on Mac or Ctrl+A on Windows to select all its content.
2

Choose Refine

Use the Refine control that appears with your selection, then choose the operation you need. You can also enter a Custom prompt.
3

Review the rewrite

Compare the highlighted result with what you intended. Select Accept to keep it, Discard to return to the content captured before refinement, or Try again to request another result.
Refinement options include: Extract Action Items produces text in the document. It does not create tasks or execute the follow-ups.

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Review AI output and sources

AI output is highlighted while it is being reviewed. Resolve the result before continuing to edit:
  • Accept keeps the result and removes the review highlighting.
  • Discard removes the current generated insertion. For refinement, it restores the document content captured before that refinement.
  • Try again requests another result. To generate with a specific Skill again, reopen the Skill picker and select it.
If you stop drafting partway through, partial content may remain for you to review. Stopping refinement returns to the content captured before the rewrite. The notebook uses automatic saving, including during AI editing. Treat Accept as a review action; it is not a separate publishing step or a guarantee that nothing has been saved yet. When available, Sources lists data platforms or source categories associated with the generation. It is not a citation for every claim or confirmation that every lookup succeeded. Review links in the content, confirm dates and account details, and check missing information before sharing a brief or acting on it. Built-in account lookups use the notebook’s customer context. Generated content can also include public-web information and tools available through workspace connections. Check that the result concerns the intended company and keep public company facts separate from your own revenue, usage, or renewal records.

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Limits and troubleshooting

Generation prompts can contain up to 5,000 characters. A long-running generation can time out after roughly 2.5 minutes; this is a timeout limit, not an expected completion time. Refinement has separate limits: up to 20,000 characters for a selected passage, 80,000 characters for a whole document, and 500 characters for a custom instruction. Formatting counts toward the text submitted for refinement, so a heavily formatted selection may reach the limit sooner.
Provide a prompt or select a Skill. Check that AI is configured for your workspace and that the prompt is within the length limit. If generation fails or times out, narrow the request and try again. For missing workspace configuration, contact your administrator.
Whole-notebook writing is available for an empty notebook. In a document that already has content, place your cursor where you want an addition and use /, then Ask AI or Skills.
The document depends on available customer records and connected sources. Check the customer’s data and the relevant integration, then ask for a narrower section or correct the text manually. Treat unavailable information as unknown; missing revenue or usage does not establish a value of zero.
Select text first, then choose Refine. If the content or custom instruction exceeds its limit, work on a smaller section or shorten the instruction. If the request fails, try again after checking workspace AI availability.
Yes. An agent workflow can create a notebook, and the Quivly MCP server supports notebook generation from external AI tools. Follow those guides for setup and supported operations.

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Delete a notebook

Open the notebook’s settings, choose Delete notebook, type DELETE in the confirmation field, then select Delete Notebook. Deletion removes the notebook from normal use. There is no restore control in the notebook interface, so preserve any content you need before confirming.