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Overview

User Notes let you provide context about a specific chart or a collection of charts directly in the product. This context is included in pulse summaries and helps the AI understand what your data represents.
User Notes are a quick way to add context, but for comprehensive business documentation, consider using External Context (Google Sheets, Google Docs) instead. Both can be mapped to Single Sources or Source Groups.

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What are User Notes?

User Notes are a text field where you describe what a chart shows and why it matters. The AI includes this description when generating pulse summaries. Example context: 
Weekly revenue from our SaaS product. This chart tracks MRR (Monthly Recurring Revenue) 
from all paid subscriptions. Spikes usually indicate annual billing cycles. 
Drops may reflect churn or downgrades.

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How It Appears in Product

When viewing a Source or Source Group, you’ll see: 
User Notes
Provide context about this chart to improve AI analysis quality. 
This context will be included in pulse summaries.

Describe what this chart shows, e.g.:
- "Weekly revenue from our SaaS product"
- "Daily active users by platform"  
- "Ad spend vs conversions for Q4 campaign"

~0 / 500 tokens

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Best Practices

Good: “Weekly revenue from enterprise customers, excluding trials and refunds”Vague: “This is a revenue chart”
Note patterns the AI should expect:
  • “Spikes on Mondays due to weekend batch processing”
  • “Zero values on holidays when offices are closed”
  • “Quarterly drops reflect planned maintenance windows”
Clarify how metrics are calculated:
  • “LTV = Average revenue per user × Average customer lifetime”
  • “Active users = Unique logins in past 7 days”
  • “MRR includes all recurring subscriptions, excludes one-time fees”
Help the AI understand significance:
  • “Target is 10% MoM growth”
  • “Alert threshold is 95% uptime”
  • “Below 5% is considered healthy churn”

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User Notes vs External Context

FeatureUser NotesExternal Context
SetupType directly in productLink external documents
MaintenanceEdit each source individuallyUpdate document once
CollaborationSingle user inputTeam can edit documents
Length500 tokens (~375 words)Full document content
Best forQuick descriptionsComprehensive documentation
SharingSources & Groups supportedSources & Groups supported

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Assignment Options

You can map User Notes at two levels:
  • Single Source: The note applies only to pulses from that specific source.
  • Source Group: The note applies to all sources within the group. This is ideal for describing general trends or shared goals across multiple charts.

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When to Use Each

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Use User Notes when:

  • You need a quick description
  • The context is specific to one chart or a small group
  • You’re testing what context helps most
  • The explanation is short and simple

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Use External Context when:

  • You have existing strategy documents
  • Multiple sources share the same context
  • Context needs team collaboration
  • You want to maintain context in one place
  • The documentation is comprehensive
Consider External Context FirstWhile User Notes are convenient, external documents are often better because:
  • They can be updated without editing each source
  • Teams can collaborate on documentation
  • Context stays in sync with actual business strategy
  • Easier to maintain as your business evolves
Think of User Notes as a quick fix, External Context as the robust solution.

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Tips for Writing Great Context

1

Start with what

What does this chart measure? Be specific about metrics and time periods.
2

Explain why it matters

Why should stakeholders care about this data? Connect it to business goals.
3

Note caveats

What should the AI know about limitations or edge cases?
4

Add context clues

What external factors might influence this data? (campaigns, seasonality, etc.)

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Example Contexts

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Revenue Chart

Weekly MRR (Monthly Recurring Revenue) from all active subscriptions. 
Excludes trials, refunds, and one-time setup fees. Spikes typically 
indicate annual plan conversions. Target growth is 10% MoM. Data 
updates every Monday morning after weekend batch processing.

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User Activity

Daily active users (DAU) measured as unique logins in past 24 hours. 
Includes all platforms (web, iOS, Android). Weekend dip is normal. 
Major product releases usually cause 15-20% spike in following week. 
Baseline target is 10,000 DAU.

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Campaign Performance

Q4 holiday campaign performance tracking ad spend vs attributed 
conversions. Includes Facebook, Google, and LinkedIn ads. ROAS target 
is 3.0x. Attribution window is 7-day click. Exclude December 24-26 
from analysis due to holiday shipping cutoff.

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Managing User Notes

You can manage all sources and their notes in the context settings.
  1. Navigate to the Source or Source Group detail page.
  2. Find the User Notes section.
  3. Click the text area and enter your description.
  4. Changes are saved automatically.
  5. New pulses will include the updated context.
Changes to User Notes take effect on the next pulse generation. Existing pulses are not retroactively updated.

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Next Steps

Try User Notes

Add notes to one of your existing sources or groups

Set Up External Context

Learn about linking external documents