Use Deep Research in Notebook AI to generate comprehensive research reports from your CRM data, uploaded documents, enterprise search results, and web sources. Submit a research question, review the AI-generated research plan, customize it, and run Deep Research to produce a structured report with inline citations that you can query and share. Manual research across scattered enterprise data is time-consuming and prone to human error. Deep Research pulls insights simultaneously from multiple sources, saving hours of manual work. The completed reports become reusable resources.
Where: This change applies to Data 360 Enterprise, Performance, Unlimited, and Developer editions.
When: This feature is available in July 2026.
How: In your Notebook AI workspace, make sure that you added relevant resources. In the chat section, enter a detailed research question. Turn on Deep Research and click Submit. Notebook AI generates a research plan listing the specific tasks and data sources it will use. Click Edit Plan to modify or remove tasks. Optionally, you can add a report template. To start the analysis, click Run Research, and then to track progress, click the Show Thinking tab. When complete, click View to open the report. You can download the report as a PDF and ask follow-up questions.