The research board is Sherlock’s visual canvas workspace. It gives you a free-form surface — built on tldraw — where you can map out findings, entities, sources, signals, and notes alongside the structured artifacts produced by your investigations. Use the board to see relationships that are hard to spot in a document view, organize leads spatially, build a narrative for a briefing, or hand off context to collaborators. Each workspace supports multiple named boards so you can keep different investigation angles or time periods separated without losing work.Documentation Index
Fetch the complete documentation index at: https://sherlock-osint.vercel.app/docs/llms.txt
Use this file to discover all available pages before exploring further.
Getting started
Open your workspace
Navigate to any workspace from the Files overview or the omnibox. The workspace home shows counts, recent activity, and direct links into workspace surfaces.
Click Board
Open the board from the workspace navigation. The route is
/workspaces/:workspaceId/board. If the workspace has existing boards, Sherlock opens the first one automatically.Open the Library rail
Click the Library icon in the left toolbar to open the Library rail. This panel lists all the items available to place on your board.
Multiple boards per workspace
Each workspace can have as many named boards as you need. Create a new board from the board top bar, then name it for the angle or phase it covers — for example, “Entity map,” “Timeline reconstruction,” or “Source cross-reference.” Boards are fully independent: items placed on one board do not appear on others. The board selector in the top bar lets you switch between boards without losing your canvas state.Library panel
The Library rail (left side) is your source of items to place on the board. It organizes available content into browsable sections:Artifacts
Structured investigation reports from your workspace.
Key findings
Individual findings extracted from artifacts.
Entities
People, organizations, and concepts identified across your workspace.
Sources
Source records and URLs referenced in your investigations.
Signals
Saved signals from the Live Monitor or manual saves.
Notes, links, and files
Workspace-native notes, links, and uploaded files or media.
Placing items on the canvas
Drag any item from the Library rail onto the canvas, or click it to place it at the center of the current viewport. Once placed, you can move, resize, group, and annotate items using the standard tldraw canvas tools. Items placed from the Library retain their link back to the canonical record. That means you can jump from a board card directly back to the original artifact, entity, or signal using the handoff actions on each card.Handoff actions from the board
From any placed item on the board, you can jump directly to related workspace surfaces:- View artifact — opens the artifact in Operation View
- Open in timeline — focuses the workspace Timeline on the item’s chronology
- Open in network graph — centers the Network Graph on the related entity or artifact
- Open in chat — starts or continues a Chat session grounded in the item
Presentation mode
Switch the board into presentation mode from the top bar to display your canvas in a clean, tool-free view. Use presentation mode for briefings, screenshots, or review sessions where you want to hide the editor chrome.Board agent
The board agent is an AI assistant that works directly with your canvas. You give it a goal in plain language, it plans out a set of actions, and you review the plan before anything changes on the board.The board agent works with your current board state. Give it specific, actionable goals for best results — for example, “group these artifacts by entity,” “add a note summarizing the key findings,” or “connect the source cards to the artifacts that cite them.”
Using the board agent
Enter your request
Type a goal in the prompt field. You can also choose from starter intents — pre-built prompts for common board organization tasks.
Review the plan
The agent responds with a preview of the actions it intends to take: which items it will move, group, annotate, or create. Review the list before committing.
Approve or adjust
Click Approve to execute the planned actions, or deselect individual actions from the list to skip them. Click Cancel at any time to discard the plan without making changes.
Auto-approve for low-risk moves
Toggle Auto-approve in the agent rail to skip the review step for low-risk organization actions — such as moving or grouping items — while still requiring approval for higher-impact changes like deletions or workspace writes.Cancellation
You can cancel a running agent session at any time using the Cancel button in the agent rail. Actions already executed before cancellation are not reversed, but the receipt will mark subsequent planned actions as cancelled.Manual AI actions
Outside of full agent sessions, you can trigger individual AI actions from the selection or canvas menu:- Selection summary — generate a text summary of the currently selected items
- Draft board note — ask the AI to draft an annotation or note for selected content