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Overview

AI Overviews provide Google-style AI-generated summaries that answer your questions based on your entire workspace content. Instead of browsing through multiple pages, get a comprehensive answer with citations to source pages.
AI Overviews were introduced in v0.9.3 and are inspired by Google’s AI Overview feature, bringing intelligent summarization to your workspace.

How AI Overviews Work

When you ask a question, AI Overviews:
  1. Search your workspace for relevant pages
  2. Analyze the content to understand context
  3. Generate a comprehensive summary
  4. Cite source pages with direct links
  5. Highlight key points and important details

Accessing AI Overviews

1

Open Search

Press Cmd/Ctrl + K to open the search panel.
2

Ask a Question

Type a natural language question instead of just keywords:
  • “What are the main features of our Q1 release?”
  • “Summarize the discussion from yesterday’s team meeting”
  • “What decisions were made about the redesign?”
3

View AI Overview

The AI Overview appears with:
  • A detailed answer to your question
  • Highlighted key themes and important details
  • Source links to pages used for the answer
4

Explore Sources

Click on source links to read the full context from specific pages.
Press Cmd/Ctrl + ↓ while in search to toggle between regular search results and AI Overview mode.

AI Overview Components

The Answer Section

The main answer provides:
  • Comprehensive response - Detailed answer synthesizing information from multiple pages
  • Clear structure - Organized into logical sections
  • Direct addressing - Answers specifically to your question
  • Contextual details - Includes relevant dates, names, and specifics

Highlights Section

Key themes presented as a markdown bullet list:
  • Main points - Core themes from your content
  • Important details - Critical information like dates, locations, decisions
  • Action items - Tasks or next steps mentioned
  • Key metrics - Numbers, deadlines, or quantitative data

Sources Section

Links to pages used to generate the overview:
  • Page titles - Clear identification of source documents
  • Clickable links - Direct navigation to full pages
  • Source validation - Verify the AI’s answer against original content
  • Further reading - Explore topics in more depth

Answer

A detailed, comprehensive response to your question

Highlights

Key themes and important details in bullet format

Sources

Citations with links to source pages

Follow-up

Related questions you can ask

Use Cases

Project Status Updates

Question: “What’s the current status of the mobile app project?” AI Overview provides:
  • Summary of recent progress
  • Key milestones completed
  • Remaining tasks and blockers
  • Links to project pages, meeting notes, task lists

Meeting Summaries

Question: “Summarize decisions from this week’s product meetings” AI Overview provides:
  • Major decisions made
  • Action items assigned
  • Discussion topics
  • Links to meeting note pages

Research Synthesis

Question: “What research do we have on user onboarding?” AI Overview provides:
  • Synthesis of research findings
  • Key insights across studies
  • Recommendations made
  • Links to research documents

Knowledge Discovery

Question: “How do we handle customer refunds?” AI Overview provides:
  • Process overview
  • Step-by-step procedures
  • Policy details
  • Links to policy pages and examples

Writing Effective Questions

Best Practices

✅ “What are the main features planned for the Q1 release?”❌ “features”Specific questions get more focused, useful answers.
✅ “What decisions were made about the pricing model?”❌ “pricing”Complete questions help the AI understand what information you need.
✅ “What feedback did users give about the beta release last month?”❌ “feedback”Adding context (time, topic, scope) helps narrow down relevant content.
✅ “Summarize the main points from the strategy document” ✅ “Compare the two design proposals” ✅ “List all action items from team meetings”Action words (summarize, compare, list, explain) guide the AI’s response format.

Question Types That Work Well

Question TypeExampleBest For
Summaries”Summarize our Q1 goals”Condensing information
Status”What’s the status of Project X?”Progress updates
Comparisons”Compare option A and option B”Decision making
Explanations”Explain our deployment process”Understanding procedures
Lists”List all pending tasks”Action items

AI Overview on Mobile

AI Overviews are fully supported on iOS and Android:
1

Access Search Tab

Open the Search tab from the bottom navigation (iOS) or main menu (Android).
2

Ask Your Question

Type or use voice input to ask your question naturally.
3

Read the Overview

Scroll through the AI-generated answer, highlights, and sources.
4

Navigate to Sources

Tap source links to open full pages in new tabs.

Advanced Features

Context-Aware Summaries

AI Overviews understand:
  • Temporal context - “last week”, “Q1”, “recent” are interpreted correctly
  • Project context - Recognizes project names and team structures
  • Priority levels - Understands “urgent”, “critical”, “low priority”
  • Status indicators - Recognizes “completed”, “in progress”, “blocked”

Multi-Source Synthesis

The AI combines information from multiple pages:
  • Cross-references - Connects related information across pages
  • Timeline building - Orders events chronologically
  • Theme identification - Finds common themes across documents
  • Contradiction handling - Notes when sources provide different information

Intelligent Source Selection

The AI prioritizes:
  • Recent content - Newer pages for time-sensitive queries
  • Complete information - Pages with comprehensive content
  • Authoritative sources - Official documentation over casual notes
  • Relevant sections - Specific parts of long documents
AI Overviews may not cite every page in your workspace. The AI selects the most relevant sources for your specific question.

Comparison with Other AI Features

FeaturePurposeOutput Format
AI OverviewsAnswer questions about workspace contentSummary with sources
AI SearchFind specific pagesList of page results
AI ChatInteractive conversationChat messages
RAG SearchOffline AI search in VaultSummary with sources (offline)

Best Practices

Ask Natural Questions

Write questions as you would ask a colleague - the AI understands natural language.

Verify Sources

Always click through to source pages to verify critical information.

Refine Questions

If the answer isn’t quite right, rephrase your question with more specifics.

Save Useful Overviews

Copy and paste helpful overviews into a document for future reference.

Limitations and Considerations

Content Boundaries

  • AI Overviews only search content you have access to in your workspace
  • Private pages you can’t access won’t be included
  • Deleted or archived pages are excluded

Answer Accuracy

Always verify important information by checking the source pages. AI Overviews are summaries and may not capture every nuance.
  • The AI synthesizes information but may miss context
  • For critical decisions, review source documents directly
  • Sources are provided so you can verify the answer

Internet Connection Required

AI Overviews require an active internet connection:
  • Cloud-based AI processing
  • Real-time content analysis
  • For offline AI, use RAG Search in Vault workspaces

Troubleshooting

No Overview Generated

If AI Overview doesn’t appear:
  1. Ensure your question is specific enough
  2. Check that you have relevant content in your workspace
  3. Try rephrasing as a complete question
  4. Verify your internet connection

Incomplete or Vague Answers

  • Add more detail to your question
  • Include time ranges, project names, or specific topics
  • Check if source pages have enough information
  • Try breaking complex questions into smaller parts

Wrong or Irrelevant Sources

  • Refine your question with more specific terms
  • Add context about what you’re looking for
  • Use filters to limit search scope
  • Review and improve your page titles and content for better searchability

AI Search

Find specific pages with natural language search

AI Chat

Have interactive conversations with AI

RAG Search

Get AI summaries offline in Vault workspaces

Custom Prompts

Create reusable AI prompts for consistent workflows

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