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Workspace Pages

Workspace pages are accessible to all workspace members. Navigate to Pages → Create Page. Configure:
  • Title: Descriptive name for the page
  • Icon: Select emoji or Lucide icon for visual identification
  • Status: Draft (work-in-progress), Published (ready to share), or Archived (historical reference)
  • Tags: Categorize for organization and discovery (optional)
Content auto-saves as you type. Use markdown or the formatting toolbar.

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Record Pages

Record pages attach to specific dataset records, providing contextual documentation. From any dataset, click a record → Pages tab → Create Page. Page automatically links to the record. AI has access to all record field values when generating content.

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Organization

Titles: Be specific (“Q4 2024 Marketing Strategy” not “Notes”), include dates when relevant, use consistent patterns. Tags: Use lowercase with hyphens (“project-alpha”, “q4-launch”). Organize by project, type, topic, or status. Status: Draft for work-in-progress, Published for finalized content, Archived for historical reference.

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Quick Templates

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Meeting Notes

# Meeting: [Topic]

**Date**: [Date] | **Attendees**: [Names]

## Discussion

[Notes]

## Decisions

- Decision 1
- Decision 2

## Action Items

- [ ] @Person - Task

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Research Notes

# Research: [Topic]

**Date**: [Date]

## Objective

[What we're learning]

## Key Findings

1. Finding 1
2. Finding 2

## Insights

[What this means]

## Recommendations

[What to do]

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Project Brief

# Project: [Name]

**Owner**: [Name] | **Timeline**: [Dates] | **Status**: 🟢 On Track

## Overview

[Brief description]

## Goals

1. Goal 1
2. Goal 2

## Timeline

- **Phase 1**: [Dates]
- **Phase 2**: [Dates]
- **Launch**: [Date]

## Risks & Mitigation

1. Risk 1 → Mitigation

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Next Steps

AI Content Generation

Use AI to generate content

Using Page Context

Attach pages as AI context

Understanding Pages

Pages concepts and capabilities

Creating Datasets

Create datasets for records