Pages

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What are Pages?

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Core Concepts

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Creating Pages

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AI Content Generation

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Editor Features

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Record Page Context

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Best Practices

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Page Context System

• Style guide application: Attach “Writing Style Guide” → Generate on-brand content
• Template-based: Attach “Q3 Report Template” → Create Q4 report with current data
• Multi-source analysis: Attach research notes → Synthesize into executive summary

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Common Use Cases

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Next Steps

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Core Concepts

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Workspace-Level Pages

• Shared Documentation: Create docs, wikis, and knowledge bases accessible to all workspace members
• Project Planning: Draft project plans, roadmaps, and strategic documents
• Meeting Notes: Capture discussions, decisions, and action items
• Templates: Build reusable templates for reports, analyses, and standard documents
• Reference Material: Store policies, procedures, and institutional knowledge

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Record-Level Pages

• Data Analysis: Write detailed analysis for individual dataset records
• Research Notes: Document findings and insights for specific companies, people, or entities
• Case Studies: Create in-depth examination of particular records
• Processing Context: Explain data decisions and enrichment reasoning
• Historical Documentation: Track changes, updates, and evolution over time

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Rich Text Editor

• Markdown Support: Write using familiar markdown syntax
• Formatting Options: Bold, italic, headings, lists, and more
• Code Blocks: Syntax-highlighted code with language selection
• Tables: Create structured data tables within your pages
• Images: Embed images directly in your documentation
• Links: Connect to external resources and other pages
• Task Lists: Interactive checkboxes for action items
• Horizontal Rules: Visual section dividers

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Creating and Managing Pages

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Page Creation

1. Navigate to the Pages section in your workspace sidebar
2. Click “Create Page” to start a new document
3. Enter a title and optional emoji icon
4. Start writing with the rich text editor
5. Save automatically as you type

1. Open any dataset record detail view
2. Navigate to the Pages tab
3. Click “Create Page” to add documentation
4. The page is automatically linked to that specific record
5. Access context from the parent dataset record

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Page Metadata

• Title: Descriptive name for the page
• Emoji/Icon: Visual identifier using emojis or Lucide icons
• Status: Draft, published, or archived state
• Tags: Categorization labels for organization
• Timestamps: Creation and last updated information
• Author: Creator and contributor tracking

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Organization Features

• Search: Full-text search across all page content
• Filtering: Filter by status, tags, author, or creation date
• Sorting: Order by title, updated date, or creation date
• Favorites: Star important pages for quick access
• Breadcrumbs: Navigate page hierarchies and relationships

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AI-Powered Content Generation

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Inline AI Assistant

• AI Generation: /ai - Generate content using your workspace agents
• Headings: /h1, /h2, /h3 - Create section headers
• Lists: /bullet, /numbered, /todo - Create various list types
• Code: /code - Insert code blocks with syntax highlighting
• Tables: /table - Insert structured data tables
• Media: /image, /divider - Add visual elements

1. Agent Selection: Choose from your workspace agents
2. Page Context: Optionally attach reference pages for context
3. Prompt Input: Describe what content you want generated
4. Real-time Streaming: Watch as AI generates content live
5. Tool Usage: See when AI uses tools for research
6. Markdown Output: Content inserted as formatted markdown

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Reference Pages as Context

• Select pages from your workspace to provide as reference material
• AI agents can access the full content of selected pages
• Use pages as templates, style guides, or information sources
• Combine multiple pages for comprehensive context

• Template Copying: Reference a well-formatted page to generate similar content
• Style Consistency: Attach your style guide for consistent voice and tone
• Data Context: Include pages with background information or research
• Format Replication: Use existing pages as structural templates

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Editor Features

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Text Formatting

• Bold and italic styling
• Strikethrough text
• Inline code formatting
• Links to external resources
• Headings from H1 to H6

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Block Content

# Syntax-highlighted code
def hello_world():
    print("Hello from Radical Whale!")

• Draft project proposal
• Complete market research
• Review with team

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Interactive Elements

• Reorder content blocks by dragging
• Move paragraphs, lists, and sections
• Reorganize document structure easily

• Text selection shows formatting toolbar
• Quick access to bold, italic, links, and code
• Table context menus for row/column operations

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Working with Record Pages

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Context Integration

• Pages know which dataset record they belong to
• Access to all record field values
• Can reference sibling pages on the same record
• Understanding of parent dataset structure

• AI automatically receives record data as context
• Field values, evidence, and sources available
• Can generate content informed by record details
• Maintains consistency across related pages

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Multi-Page Records

• Overview: High-level summary and key findings
• Analysis: Deep-dive technical or business analysis
• Research: Detailed source documentation and references
• Notes: Ongoing observations and updates
• Reports: Formatted output documents

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Best Practices

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Page Organization

• Use clear, descriptive titles that indicate content purpose
• Include dates for time-sensitive documentation
• Use consistent naming conventions across similar pages
• Consider hierarchical naming for related documents

• Tag pages by project, topic, or purpose
• Use tags for cross-cutting themes and categories
• Keep tag vocabulary consistent and manageable
• Review and consolidate tags periodically

• Use “Draft” for work-in-progress content
• Mark “Published” for finalized, shared documentation
• “Archive” old or outdated pages for historical reference
• Review status regularly to keep workspace clean

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Content Creation

• Start with clear headings and sections
• Use lists for easier scanning and reading
• Include relevant code examples and data
• Add links to external resources and references

• Write initial outlines manually for structure
• Use AI to expand on key points and details
• Reference existing pages for consistent style
• Review and edit AI-generated content

• Use emojis and icons for visual identification
• Add horizontal rules to separate major sections
• Include tables for structured information
• Embed relevant images when helpful

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Collaboration Workflows

• Create workspace pages for shared knowledge
• Document team processes and procedures
• Build templates for common document types
• Maintain up-to-date reference materials

• Add analysis pages to important dataset records
• Document research methodology and findings
• Track changes and updates over time
• Provide context for future team members

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Advanced Features

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Page Context System

1. Type /ai in your editor
2. Select an AI agent
3. Click “Attach pages” in the AI prompt
4. Choose one or more reference pages
5. Write your prompt describing desired output
6. AI generates content informed by selected pages

• Template Replication: Copy structure and style from existing pages
• Information Synthesis: Combine data from multiple sources
• Consistent Voice: Maintain writing style across documents
• Knowledge Reuse: Build on existing documentation

Attached: "Company Writing Style Guide"
Prompt: "Write a product announcement following our style guide"
Result: Content that matches your established voice and format

Attached: "Q3 Board Report Template"
Prompt: "Create Q4 board report with current metrics"
Result: Properly formatted report following your template

Attached: "Market Research Notes", "Competitor Analysis"
Prompt: "Synthesize key insights into executive summary"
Result: Comprehensive summary drawing from both sources

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Version History

• Automatic Saves: Content saved as you type
• Revision Tracking: See who made changes and when
• Change History: View what was added or modified
• Rollback Capability: Restore previous versions if needed

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Search and Discovery

• Full-Text Search: Search content, titles, and tags
• Filter Combinations: Narrow results by multiple criteria
• Recent Pages: Quick access to recently viewed or edited
• Related Pages: Discover connected documentation

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Common Use Cases

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Documentation and Knowledge Management

• Create comprehensive documentation for products, processes, and procedures
• Build searchable knowledge base for common questions
• Maintain up-to-date reference materials and guides
• Onboard new team members with structured documentation

• Write project proposals, plans, and specifications
• Document architecture decisions and technical designs
• Track project progress and milestones
• Create post-mortems and retrospective analyses

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Research and Analysis

• Write detailed analysis for dataset records
• Document research methodology and sources
• Track insights and findings over time
• Create reports combining data and narrative

• Document competitor research and analysis
• Track market trends and industry developments
• Synthesize information from multiple sources
• Maintain current awareness on key topics

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Content Creation

• Use AI to generate initial content drafts
• Reference existing pages as style templates
• Create consistent content across documents
• Speed up documentation processes

• Generate structured reports from data and analysis
• Use templates for consistent formatting
• Combine manual writing with AI assistance
• Export finalized reports for distribution

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Collaboration and Communication

• Document discussions, decisions, and action items
• Track follow-ups and responsibilities
• Share notes with team members
• Link to related projects and documentation

• Capture ideas and creative thinking
• Organize thoughts with structured formatting
• Use AI to expand on initial concepts
• Collaborate on strategic planning

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Next Steps