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+# Transformations - Batch Processing Your Sources
+
+Transformations apply the same analysis to multiple sources at once. Instead of asking the same question repeatedly, define a template and run it across your content.
+
+---
+
+## When to Use Transformations
+
+| Use Transformations When | Use Chat Instead When |
+|-------------------------|----------------------|
+| Same analysis on many sources | One-off questions |
+| Consistent output format needed | Exploratory conversation |
+| Batch processing | Follow-up questions needed |
+| Creating structured notes | Context changes between questions |
+
+**Example**: You have 10 papers and want a summary of each. Transformation does it in one operation.
+
+---
+
+## Quick Start: Your First Transformation
+
+```
+1. Go to your notebook
+2. Click "Transformations" in navigation
+3. Select a built-in template (e.g., "Summary")
+4. Select sources to transform
+5. Click "Apply"
+6. Wait for processing
+7. New notes appear automatically
+```
+
+---
+
+## Built-in Transformations
+
+Open Notebook includes ready-to-use templates:
+
+### Summary
+
+```
+What it does: Creates a 200-300 word overview
+Output: Key points, main arguments, conclusions
+Best for: Quick reference, getting the gist
+```
+
+### Key Concepts
+
+```
+What it does: Extracts main ideas and terminology
+Output: List of concepts with explanations
+Best for: Learning new topics, building vocabulary
+```
+
+### Methodology
+
+```
+What it does: Extracts research approach
+Output: How the study was conducted
+Best for: Academic papers, research review
+```
+
+### Takeaways
+
+```
+What it does: Extracts actionable insights
+Output: What you should do with this information
+Best for: Business documents, practical guides
+```
+
+### Questions
+
+```
+What it does: Generates questions the source raises
+Output: Open questions, gaps, follow-up research
+Best for: Literature review, research planning
+```
+
+---
+
+## Creating Custom Transformations
+
+### Step-by-Step
+
+```
+1. Go to "Transformations" page
+2. Click "Create New"
+3. Enter a name: "Academic Paper Analysis"
+4. Write your prompt template:
+
+   "Analyze this academic paper and extract:
+
+   1. **Research Question**: What problem does this address?
+   2. **Hypothesis**: What did they predict?
+   3. **Methodology**: How did they test it?
+   4. **Key Findings**: What did they discover? (numbered list)
+   5. **Limitations**: What caveats do the authors mention?
+   6. **Future Work**: What do they suggest next?
+
+   Be specific and cite page numbers where possible."
+
+5. Click "Save"
+6. Your transformation appears in the list
+```
+
+### Prompt Template Tips
+
+**Be specific about format:**
+```
+Good: "List 5 key points as bullet points"
+Bad: "What are the key points?"
+```
+
+**Request structure:**
+```
+Good: "Create sections for: Summary, Methods, Results"
+Bad: "Tell me about this paper"
+```
+
+**Ask for citations:**
+```
+Good: "Cite page numbers for each claim"
+Bad: (no citation request)
+```
+
+**Set length expectations:**
+```
+Good: "In 200-300 words, summarize..."
+Bad: "Summarize this"
+```
+
+---
+
+## Applying Transformations
+
+### To a Single Source
+
+```
+1. In Sources panel, click source menu (⋮)
+2. Select "Transform"
+3. Choose transformation template
+4. Click "Apply"
+5. Note appears when done
+```
+
+### To Multiple Sources (Batch)
+
+```
+1. Go to Transformations page
+2. Select your template
+3. Check multiple sources
+4. Click "Apply to Selected"
+5. Processing runs in parallel
+6. One note per source created
+```
+
+### Processing Time
+
+| Sources | Typical Time |
+|---------|--------------|
+| 1 source | 30 seconds - 1 minute |
+| 5 sources | 2-3 minutes |
+| 10 sources | 4-5 minutes |
+| 20+ sources | 8-10 minutes |
+
+Processing runs in background. You can continue working.
+
+---
+
+## Transformation Examples
+
+### Literature Review Template
+
+```
+Name: Literature Review Entry
+
+Prompt:
+"For this research paper, create a literature review entry:
+
+**Citation**: [Author(s), Year, Title, Journal]
+**Research Question**: What problem is addressed?
+**Methodology**: What approach was used?
+**Sample**: What population/data was studied?
+**Key Findings**:
+1. [Finding with page citation]
+2. [Finding with page citation]
+3. [Finding with page citation]
+**Strengths**: What did this study do well?
+**Limitations**: What are the gaps?
+**Relevance**: How does this connect to my research?
+
+Keep each section to 2-3 sentences."
+```
+
+### Meeting Notes Template
+
+```
+Name: Meeting Summary
+
+Prompt:
+"From this meeting transcript, extract:
+
+**Attendees**: Who was present
+**Date/Time**: When it occurred
+**Key Decisions**: What was decided (numbered)
+**Action Items**:
+- [ ] Task (Owner, Due Date)
+**Open Questions**: Unresolved issues
+**Next Steps**: What happens next
+
+Format as clear, scannable notes."
+```
+
+### Competitor Analysis Template
+
+```
+Name: Competitor Analysis
+
+Prompt:
+"Analyze this company/product document:
+
+**Company**: Name and overview
+**Products/Services**: What they offer
+**Target Market**: Who they serve
+**Pricing**: If available
+**Strengths**: Competitive advantages
+**Weaknesses**: Gaps or limitations
+**Opportunities**: How we compare
+**Threats**: What they do better
+
+Be objective and cite specific details."
+```
+
+### Technical Documentation Template
+
+```
+Name: API Documentation Summary
+
+Prompt:
+"Extract from this technical document:
+
+**Overview**: What does this do? (1-2 sentences)
+**Authentication**: How to authenticate
+**Key Endpoints**:
+- Endpoint 1: [method] [path] - [purpose]
+- Endpoint 2: ...
+**Common Parameters**: Frequently used params
+**Rate Limits**: If mentioned
+**Error Codes**: Key error responses
+**Example Usage**: Simple code example if possible
+
+Keep technical but concise."
+```
+
+---
+
+## Managing Transformations
+
+### Edit a Transformation
+
+```
+1. Go to Transformations page
+2. Find your template
+3. Click "Edit"
+4. Modify the prompt
+5. Click "Save"
+```
+
+### Delete a Transformation
+
+```
+1. Go to Transformations page
+2. Find the template
+3. Click "Delete"
+4. Confirm
+```
+
+### Reorder/Organize
+
+Built-in transformations appear first, then custom ones alphabetically.
+
+---
+
+## Transformation Output
+
+### Where Results Go
+
+- Each source produces one note
+- Notes appear in your notebook's Notes panel
+- Notes are tagged with transformation name
+- Original source is linked
+
+### Note Naming
+
+```
+Default: "[Transformation Name] - [Source Title]"
+Example: "Summary - Research Paper 2025.pdf"
+```
+
+### Editing Output
+
+```
+1. Click the generated note
+2. Click "Edit"
+3. Refine the content
+4. Save
+```
+
+---
+
+## Best Practices
+
+### Template Design
+
+1. **Start specific** - Vague prompts give vague results
+2. **Use formatting** - Headings, bullets, numbered lists
+3. **Request citations** - Make results verifiable
+4. **Set length** - Prevent overly long or short output
+5. **Test first** - Run on one source before batch
+
+### Source Selection
+
+1. **Similar content** - Same transformation on similar sources
+2. **Reasonable size** - Very long sources may need splitting
+3. **Processed status** - Ensure sources are fully processed
+
+### Quality Control
+
+1. **Review samples** - Check first few outputs before trusting batch
+2. **Edit as needed** - Transformations are starting points
+3. **Iterate prompts** - Refine based on results
+
+---
+
+## Common Issues
+
+### Generic Output
+
+**Problem**: Results are too vague
+**Solution**: Make prompt more specific, add format requirements
+
+### Missing Information
+
+**Problem**: Key details not extracted
+**Solution**: Explicitly ask for what you need in prompt
+
+### Inconsistent Format
+
+**Problem**: Each note looks different
+**Solution**: Add clear formatting instructions to prompt
+
+### Too Long/Short
+
+**Problem**: Output doesn't match expectations
+**Solution**: Specify word count or section lengths
+
+### Processing Fails
+
+**Problem**: Transformation doesn't complete
+**Solution**:
+- Check source is processed
+- Try shorter/simpler prompt
+- Process sources individually
+
+---
+
+## Transformations vs. Chat vs. Ask
+
+| Feature | Transformations | Chat | Ask |
+|---------|----------------|------|-----|
+| **Input** | Predefined template | Your questions | Your question |
+| **Scope** | One source at a time | Selected sources | Auto-searched |
+| **Output** | Structured note | Conversation | Comprehensive answer |
+| **Best for** | Batch processing | Exploration | One-shot answers |
+| **Follow-up** | Run again | Ask more | New query |
+
+---
+
+## Summary
+
+```
+Transformations = Batch AI Processing
+
+How to use:
+1. Define template (or use built-in)
+2. Select sources
+3. Apply transformation
+4. Get structured notes
+
+When to use:
+- Same analysis on many sources
+- Consistent output needed
+- Building structured knowledge base
+- Saving time on repetitive tasks
+
+Tips:
+- Be specific in prompts
+- Request formatting
+- Test before batch
+- Edit output as needed
+```
+
+Transformations turn repetitive analysis into one-click operations. Define once, apply many times.