Knowledge Base
Capture quick notes and ideas
Save rich-text notes and collect ideas in the Idea Vault with category, status, effort, and impact.
Not everything starts as a file. Quick notes and the Idea Vault let you capture thoughts the moment they happen.
Write a quick note
Open Quick Note from the Capture section of the sidebar. Type or paste your content into the rich-text editor, you can format with bold, lists, and headings. Add an optional title and comma-separated tags, then save.
Your note is processed just like any other document, so within a few seconds you can search it and ask about it in chat. Quick notes are great for meeting takeaways, things someone told you, or text you copied from elsewhere.
Turn on the Idea Vault first
Idea Vault is one of eight pages hidden from the sidebar on a new account, so if you can't see it, it hasn't been turned on yet. Scroll to the bottom of the sidebar and click Show all features, or open Settings and use the Navigation section. Either one reveals it for good.
Collect ideas in the Idea Vault
Open Idea Vault from the Capture section to keep your ideas in one place instead of scattered across notes apps. For each idea you can set:
- Category: group ideas by theme or area
- Status: track where an idea stands over time
- Effort: how much work it would take
- Impact: how much it could move the needle
Filter the list by category with the tabs above it, see how many ideas sit in each status and category at the top of the page, or switch to the matrix view, which plots every idea on effort against impact so the Quick Wins sit in one corner and the Big Bets in another.
Click AI Analyze on an idea to pressure-test it. It looks at the idea alongside the other ideas in your vault and gives you its strongest point, the biggest risk, a next step, any links to your other ideas, and suggested improvements. Click Accept Feedback to fold the suggestions into the idea. It does not read your documents, so put the key details in the idea's description.