Organize with labels

Group documents and notes into flat, overlapping collections, and use a label as the dataset for a chat or workflow.

Labels are how you keep a growing library navigable. Pick a few documents that belong together (a folder of contracts, a project's reading list, a quarter's research papers) apply a label, and you can act on the group as one.

What a label is (and isn't)

A label is a flat, overlapping grouping. A document or note can belong to many labels at once, and labels don't nest. Think of them more like tags than folders.

Labels are… Labels are not…
Flat (no parent/child) Folders
Overlapping (one source, many labels) Mutually exclusive
The persistent organizing primitive The same as a dataset

Labels are durable: they live in the workspace and persist across sessions. A dataset is the live composition a chat or workflow runs against; you'll often build a dataset by picking one or more labels.

Apply a label

From any row on the documents or notes page, click the label icon to open the label picker. Pick existing labels or create a new one inline. Apply lands optimistically: the chip shows up immediately while the change persists in the background.

To remove a label, click the small × on the label chip in the row, or use the picker again.

Bulk-apply across many items

Multi-select rows on the documents or notes page, then use the bulk-action menu to apply (or remove) a label across the whole selection. This is how a one-off pile of uploads becomes a named, reusable group in one move.

Use a label as a dataset

The point of labels isn't tagging; it's using the group. From the labels page you can:

  • Open a Focus on the label. The dataset expands at retrieval time to every source the label currently holds.
  • Spawn a chatbot bound to the label. Visitors ask questions across the label's documents.
  • Run a workflow (Summarizer, Data Extractor, Blueprint, etc.) over every source in the label.

Adding or removing a member document updates the live group; the next Focus or workflow run picks up the change.

Limits

Each plan has a maximum number of labels per workspace. The cap is shown in your plan settings; if you hit it, you can delete or combine labels from the labels page.

What's next

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