Analyzing Notes

How to send one or more notes to AI analysis to generate summaries, ask questions, and extract insights from your saved articles and documents.

Analyzing Notes

Document and search result notes can be sent to AI analysis directly from theNotespage. You can analyze a single note or select several at once for a combined analysis session.

Analyzing a Single Note

  1. Go toNews → Notes.
  2. Find the note you want to analyze (it must be a document or search result note).
  3. Click theAnalyze(wand) button on the note card.
  4. The analysis dialog opens with that document preloaded.
  5. Ask questions, request a summary, or choose an analysis template.

Text notes and URL notes do not have an individualAnalyzebutton. To analyze their content, select them along with other notes and use the bulk analysis described below.

Analyzing Multiple Notes

You can select several notes and analyze them together in a single session. This is useful when you want a cross-document summary or want to compare findings across multiple sources.

  1. Go toNews → Notes.
  2. ClickSelecton each note you want to include in the analysis.
    • To include all notes, clickSelect allin the selection toolbar.
  3. Once at least one note is selected, the selection toolbar appears.
  4. ClickAnalyze (N)in the toolbar, whereNis the number of selected notes.
  5. The analysis dialog opens with all selected items preloaded.
  6. Ask questions or request a summary covering all the selected content.

After the analysis, clickClear selectionto deselect all notes.

If the Deep Search feature is available in your subscription, you can forward selected notes toNews → Deep Searchfor a deeper, more thorough investigation. SeeUsing Deep Searchfor a full guide.

  1. Go toNews → Notes.
  2. Select the notes you want to research further.
  3. Click→ Deep Search (N)in the selection toolbar.

You will be taken to the Deep Search page with your selected notes already loaded as source material.

Tips

  • Combine related notes before analyzing to get the most coherent cross-document insights.
  • Use analysis templates in the dialog to apply consistent prompts across different sets of notes. SeeAnalysis Templatesfor details on saving and reusing templates.
  • For a full guide to the options available in the analysis dialog, seeAnalysis Options.
  • For a guide to reading and sharing results, seeAnalysis Results.
  • Analysis results are generated using the AI vendors configured for your organization and may consume credits. SeeCreditsfor details.