Changelog

New Template Library

• Access template library from the side menu to add collections of pre-built docs, tables, and agents to your workspace.
• AI Business Strategy Advisor is our first template, providing starter templates for setting up business goals and providing daily and weekly reporting on your activity.

Onboarding Checklist

• Added a simple onboarding checklist to get started and activate a free trial
• Side panel data now shows all tables and objects for better clarity
• Mobile layout improvements

New Create Menu with Instruction Options

• Updated and streamline create button menu
• More file types, like spreadsheets, presentations, and images are now available
• Summarize content or give custom instructions before processing into documents

Agents Now Available

Start using simple but flexible knowledge agents that help automate workflows in your knowledge base. Agents can be triggered manually or automatically by new documents or objects, and have access to to your knowledge base items.

Agents can be created as a special type of document from the create menu.

UI Improvements

• Set default views for each table to save settings
• Document links are updated as you navigate /notes
• Capturing info from sources automatically creates a new document

Workspace Search & Notes Optimizations

Global search across your knowledge base documents and data (other third-party applications will be available soon). AI generates a summary and highlights excerpts from each result after a few seconds.

The main notes workspace screen now includes a search bar and displays related documents in the Documents tab to quickly pull up additional context to view.

Assistant Improvements

• Improved response streaming connection and error handling
• Fixed timing and order that assistant messages are displayed
• Temporarily removed editing to streamline behavior

Build Custom Pages

Create pages to organize your knowledge and data items. Add widgets from the bottom right of the screen to add documents, tables, or calendars. An assistant chat specifically for pages is available on the right side panel.

Context Menu for Assistants

• Specify items in your knowledge base to manually include in your query to AI assistants
• Responses are now streamed in real-time for most model providers

New Documents Side Panel & Assistant Improvements

Load another document to work on side-by-side. Assistant messages are now also more reliable, showing statuses and progress during actions like searching.

Improvements & Bug Fixes

• Improved messaging with assistants to be more reliable
• Fixed folder renaming when clicking out of the input field

Collaborate with Agents for Work

Agents can now edit documents to help generate content or make edits based on your knowledge base.

Access chat history or click to create a new chat. Chat history stores all of your previous conversations so you can reference or pick up where you left off.

Work Side-by-Side with your Knowledge Base and AI Assistants

Implemented AI assistant to dynamically determine which resources to search for in your knowledge base. Assistant utilizes results as context to answer your questions. Toggle whether to use current document, freely swap models, and try auto-generated suggestions to get started.

Early Access Release

First launch of the knowledge base platform that combines note-taking, data management, and AI agents. Main notes page UI provides a side-by-side workspace for documents alongside your AI assistant or data items. Aggregate data tables are available on tables page.