---
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title: Generate Research Reports with Deep Research
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version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_notebook_ai_deep_research.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_notebook_ai_deep_research.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b3dbd21bd1d56a72dc3b42346dcb33e729298f295710454ca9d8c277370ad94f
description: Use Deep Research to generate comprehensive research reports directly in your Notebook AI workspace. Instead of querying multiple sources separately, submit a single research query. Notebook AI analyzes CRM records, uploaded documents, enterprise search results, and web sources, then delivers a report complete with findings, recommendations, and inline citations.
products:
  - Data 360
release: "264"
---
# Generate Research Reports with Deep Research

Use Deep Research to generate comprehensive research reports directly in your Notebook AI workspace. Instead of querying multiple sources separately, submit a single research query. Notebook AI analyzes CRM records, uploaded documents, enterprise search results, and web sources, then delivers a report complete with findings, recommendations, and inline citations.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>All Editions</strong> supported by Data 360. See <a href="https://help.salesforce.com/s/articleView?id=data.c360_a_dc_editions.htm&amp;language=en_US" target="_blank">Data 360 edition availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d228388e62">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d228388e62 ">To use Deep Research in Notebook AI</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d228388e62 ">Enable Notebook AI Custom Permission Set</td>

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Deep Research runs in the background while you continue working. When your report is ready, Notebook AI adds it to the Resources panel, where it becomes a searchable source for future queries in your Notebook.

## Run Deep Research

1. In your Notebook AI workspace, make sure that you added relevant resources.
2. In the chat section, enter your research query in detail. For example: What are the top three priorities based on our CRM data and their recent earnings report?
3. Turn on **Deep Research** and **Submit**. Notebook AI generates a Research Plan listing the specific tasks and data sources to be analyzed.
4. Optionally, customize the Research Plan before running it.
    1. To edit the plan, click **Edit Plan**. Deselect data sources that you want to exclude from the research, or enter a natural language prompt to change the direction of any of the research tasks and save progress.
    2. To choose a report template from the library or your own template in Markdown (.md) format, click **Select Template**.
5. To start the analysis, click **Run Research**.
6. Optionally, click **Show Thinking** to see what Notebook AI is retrieving and processing in real time.
7. When the report is ready, click **View** to open it. The report includes a **Table of Contents** and inline citations linked to source documents.
8. Download the report as a PDF, or ask follow-up questions to continue exploring the findings.

## Considerations

- Write detailed research queries. Include context, goals, and the specific insights that you need. For example, whether you’re preparing for a customer meeting, evaluating competitors, or analyzing deal risk.
- Upload 5–15 documents that directly relate to your research topic. Include diverse sources such as internal documents or external research sources.
- Use **Show Thinking** view to understand what Deep Research is retrieving and how it’s analyzing your sources to catch gaps early and refine your query if needed.