Documentation
Personal Knowledge
Turn your files, notes, messages, and history into focused research context.
The Use Case
Sometimes the best source is your own accumulated context: emails, meeting notes, documents, Slack threads, CRM notes, and prior research. Deep Notebook can use that material to prepare a focused briefing or answer a specific question.
Example Brief
"Prepare me for tomorrow's meeting with Sequoia. Use my uploaded notes, recent emails, calendar context, and prior pitch materials. Summarize the relationship history, open asks, likely concerns, and recommended talking points. Cite the internal files or threads used."
What to Include
- •Uploaded notes, PDFs, decks, spreadsheets, or exports
- •Connected documents and folders
- •Relevant messages or email context
- •A date range
- •The person, company, project, or decision you are preparing for
- •The final format you need
Good Outputs
Personal knowledge research works well for:
- •Meeting prep
- •Relationship history
- •Commitment and follow-up review
- •Decision briefs
- •Project memory
- •Source-backed summaries from your own archive
Tips
Keep the scope narrow. "Everything about this customer" is less useful than "What changed since our last renewal conversation, and what should I address in the next call?"
Tell the agent what matters. If tone, relationship history, deadlines, or risks are important, make that explicit in the brief.
Use the exported report as a portable memory artifact. It can become the starting point for the next session.