Notebooks
Briefs your team
will actually read.
Pick a template, type a sentence, and watch Quivly write a fully-cited QBR, exec summary, or success plan against your real account data — usage, revenue, calls, tickets, and market signals included.
Modal is in a critical growth phase, with high developer satisfaction (9/10 DX) tempered by recent reliability concerns. Health score is 72, with $65k of expansion pipeline open.
- Erik Bernhardsson (Champion) — primary driver of product feedback
- Akshat Bubna (Technical Stakeholder) — focused on reliability
| Action | Owner | Due |
|---|---|---|
| Process SLA credit | David Kim | ASAP |
| Add Erik to Beta Program | Michael Park | Apr 10 |
| Roadmap update on Audit Log | Product Team | QBR Date |
Trusted by teams at
Templates
Start from a template, not a blank page.
Every customer motion has a shape. Notebooks ship with templates for the briefs you already write — QBRs, exec summaries, success plans, renewal memos — so your team can skip the format wars and get to the substance.
Built for the work, not the demo
Templates designed by post-sales operators for the real briefs CSMs, AMs, and exec sponsors write every week — not generic AI prompts.
One sentence, full draft
Write a sentence describing what you want. Quivly handles the rest — structure, sections, headings, tables, and citations.
Regenerate on demand
New data come in or the meeting moves? One click rebuilds the brief against the latest signals — no manual re-stitching.
Bring your own templates
Upload your existing brief templates or compose your own. Quivly will follow your structure, voice, and section ordering.
Quarterly Business Review
Stakeholders, wins, risks, and the renewal narrative.
Executive Summary
A 1-page brief leadership will actually read.
Customer Success Plan
60-day plan with goals, milestones, and risks.
Account Brief
A pre-meeting prep doc with everything you need.
Renewal Memo
Risk, value, and the ask — written for the buyer.
Onboarding Recap
What launched, what stalled, and where to focus next.
Grounded
Every claim, cited. Every source, yours.
Notebooks are not autocomplete. Every paragraph, bullet, and table is grounded in your real account data — CRM, usage, revenue, call recordings, support tickets, and market signals — with inline citations your team can click straight through.
Inline citations, not vibes
Every claim links back to the underlying source — a Gong call, a Stripe invoice, a Snowflake metric, a Salesforce field — so your team can verify before sharing.
Six source types, one model
CRM, usage data, revenue, call recordings, support tickets, and market signals all feed the same notebook — no copy-paste between tools.
No hallucinations
Quivly only writes what it can cite. Low-confidence sections are flagged explicitly. No invented metrics, no made-up quotes.
Share a notebook, not a screenshot
Send a notebook URL to your exec sponsor, customer, or board — citations follow the link so anyone can audit the underlying data.
Modal's champion Erik Bernhardsson remains highly engaged1, with weekly product feedback recorded across the last quarter. Platform usage is up 38% QoQ with deep adoption of the Edge Runtime 2. The recent service degradation, however, came up directly on the most recent customer call as a renewal blocker3.
FAQ
Frequently asked questions
ChatGPT writes from training data; Notebooks write from your data. Every notebook is grounded in your live CRM, usage, revenue, call recordings, support tickets, and market signals — and every claim links back to the underlying source. The output is the brief your team would have written, only faster and with full traceability.
Notebooks ingest from any source connected to your Quivly workspace — Salesforce, HubSpot, Snowflake, BigQuery, Stripe, Gong, Granola, Zendesk, Jira, and 1,000+ more. Once a source is connected, it can ground any notebook automatically.
Yes. Upload an existing brief template (PDF, Word, or Google Doc) and Quivly will follow your structure, section ordering, and voice when generating new notebooks. You can also compose templates from scratch in the editor.
Yes. Every notebook lives in a rich editor with full formatting, comments, and version history — like a Notion or Google Doc — so teams can refine the AI draft before sharing it externally. Citations stay attached as you edit.
Notebooks are conservative by design. Sections with insufficient data are flagged with a low-confidence indicator instead of being filled with plausible-sounding text. You can mark them for human input or ask Quivly to revisit after more data is captured.
Yes. Notebooks can be shared as a public URL, exported to PDF, or embedded in your CRM. External viewers see the citations but not the underlying data they point to — so you stay in control of what’s shared.
Notebooks are first-class citizens of your Quivly account view. Open any account in Customer 360 and you can spin up a brief grounded in the same signals driving the Health Score, with one click. The narrative your team reads is the same one driving your scores and agents.
Yes. Notebooks inherit your Quivly workspace permissions — SSO, RBAC, and field-level access controls. Sensitive data (ARR, contract terms) can be scoped to leadership only, even within the same notebook. SOC 2 Type II compliant.
Stop writing the same brief twice
Your next QBR is one prompt away.
Connect your stack and start drafting fully-cited account briefs in minutes. Most teams ship their first notebook within their first session.