Notebooks

Notebooks are where useful chat outputs become durable working drafts and finished deliverables.

What Notebooks Are For

Use notebooks to:

• capture notes during active work
• save grounded responses you want to keep
• assemble report sections from multiple turns
• refine draft content before export

Where chat helps you think, notebooks help you keep and deliver.

Creating and Managing Notebooks

Each workspace can contain multiple notebooks. From the notebook panel you can:

• create a new notebook
• switch between notebooks in the current workspace
• rename a notebook
• delete a notebook

Notebook content autosaves continuously, so there is no manual save step.

Send to Notebook

One of the fastest ways to build a report draft is to save responses directly from chat.

When you click Send to Notebook on a chat response:

• the content is appended to the active notebook
• if no notebook is active yet, Engenerate creates one automatically
• citations are converted into readable references instead of chat-style markers
• a References section is maintained so source-backed content stays traceable

This makes it practical to build a draft section by section while keeping the source trail visible.

What Gets Saved

Notebook saves can include more than plain text. Depending on the response, saved content may include:

• grounded narrative text
• references and citations
• tool-generated tables or figures that were part of the response

That makes notebooks a good bridge between chat exploration and formal output assembly.

Pinning Notebooks into Chat

You can also use notebooks as chat context.

Open the chat + menu, go to Context, then choose Notebooks. From there you can pin one or more notebooks from the current workspace.

Pinned notebooks:

• are re-injected into future turns as context
• reflect your latest edits automatically
• can be used alongside normal document retrieval

Large notebooks increase context usage, so unpin them when they are no longer needed.

Notebooks and Plans

Plans and notebooks work well together:

• use Plan to structure the work
• use Do to execute it
• use Send to Notebook to collect the parts worth keeping
• refine the notebook into a final draft

This is often the cleanest path from a grounded AI workflow to a report-ready document.

Export Options

Notebooks support multiple export paths:

Export	Best For
Export as Markdown	Technical writing, version control, or reuse in other markdown-based workflows
Export as DOCX	Standard Word delivery without additional report packaging
Export report (Word)	A report-style Word export with cover-page details and organization branding when configured

The report export flow lets you provide metadata such as title, subtitle, author, and date before downloading the Word file.