---
schema_version: "1"
id: 620a324f5144213b5fb0eeb41ff66ab52959d621389c684d3e95693c3f8b0098
title: Manage AI Notebooks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/data/264-0-0/c360_a_notebook_ai_manage_notebooks.md
canonical_url: https://help.salesforce.com/s/articleView?id=data.c360_a_notebook_ai_manage_notebooks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a34c07348d0b1d41ba4f761a12e1335d04920d4a4925a842843ac2072d3107db
description: Manage your generative AI notebooks in Data 360 Notebook AI. By default, a notebook is private to the user who creates it.
products:
  - Data 360
release: "264"
---
# Manage AI Notebooks

Manage your generative AI notebooks in Data 360 Notebook AI. By default, a notebook is private to the user who creates it.

### 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">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:left;vertical-align:top;" id="d239203e64">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d239203e64 ">To allow users to access Notebook AI in <span>Data 360</span> :</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d239203e64 ">Enable Notebook AI Custom Permission Set</td>

          </tr>
        </tbody>
      </table>

## Create a Notebook

Use Notebook AI to explore content for research, building proposals, or analysis.

1. From App Launcher, select **Data Cloud**.
    
    If you are using the Notebook AI web application, go to [notebookai.salesforce.com](http://notebookai.salesforce.com/) and enter your domain and credentials. You can also access the Notebook AI application from Salesforce orgs.
2. Select **Notebook AI** and click **New Notebook**.
3. Enter a name, select a data space, and add an appropriate description for your notebook.
    
    You can create notebooks in the default data space and data spaces that Notebook AI has access to.
4. Click **Save**.
    
    Data 360 creates a new notebook in the default workspace. Now, you can build your resource libraries in the notebook.

## Add a Resource Library and Sources

Use a resource library to group related resources. You can build or import a resource library. A notebook can contain multiple resource libraries.

1. To add a resource library, click **New Resource Library** or start by adding sources to the personal library.
2. Enter a name that describes the collection of sources.
    
    For example, you can group resource libraries for a support issue on DC Sandbox as Customer Meeting Gemini Notes, DC Sandbox Product Doc, or DC Sandbox Community Cases.
3. To import a resource library, click **Import Resource Library**.
    
    Import resource libraries from other notebooks you have access to or enterprise resources such as search indexes created by your team.
    
    You can also rename a resource library if your project scope changes. You can remove a resource library if it becomes irrelevant to the scope of your research.

After you create a resource library, add sources to your library. These sources can be your personal files like meeting notes or web links. Notebook AI supports the following file types.

System Permissions  
| FILE TYPE | Extension |
| --- | --- |
| Web | HTML, XML, ASPX |
| Image | JPEG, PNG, JPG |
| Text | TXT, PDF, DOCX, RTF |
| Slide | PPTX |
| Email and contacts | MSG, EML |
| Spreadsheets | CSV, XLSX |
| Log | LOG |
| Markup | MD |

## Explore Your Resources

Start exploring the sources by asking questions in your workspace and generating new content from your analysis.

1. In your notebook workspace, select relevant resources.
    
    By default, Notebook AI selects all sources. For example, select a resource library for product manuals and wikis.
2. Ask a question in chat and review the responses.
    
    For example, you may want to know what are the supported topologies for Data Cloud Sandboxes.
    
    Notebook AI provides source citations with each response.
3. (Optional) Download the contents of your workspace as a PDF or copy to clipboard.
    
    You can use this content to create enterprise content such as knowledge base articles.

## Generate a Resource Summary

Reduce time spent on document reviews, transform technical content into clear overviews, and get key highlights by summarizing your source content.

1. Select the sources that you want to summarize. For example, Request for proposal (RFP) documents, architecture guides, product documentation or troubleshooting manuals.
2. Click **Summarize Content** at the bottom of the workspace.
3. (Optional) To save the output, click **Export Message to PDF** or **Copy to Clipboard**.