Custom Analyses Guide
Understanding Custom Analyses
Custom analyses help you monitor specific aspects of your meetings using AI. Each analysis needs:
- A descriptive name
- A general description to guide the AI
- A schema defining what information to track
Types of Custom Analyses
1Schema Analysis
Schema analyses work like a real-time snapshot, showing you key information about what's happening right now in your meeting. You create categories of information you want to track, and the AI keeps them updated as your meeting progresses.
Example analysis
Discussion Direction Tracker
Track the main theme or approach team is currently exploring
Current direction
Main theme or approach team is currently exploring
Unexplored angle
Generate a fresh perspective on the current topic not yet discussed
Building blocks
Identify 2-3 promising elements from recent discussion to combine
Potential blocker
Flag any emerging constraints or challenges to address
Next prompt
Suggest a thought-provoking question to shift discussion if stuck
Created: 1/1/2024
Example result
Discussion Direction Tracker
Current direction
Team is exploring ways to make the onboarding process more engaging for new users through interactive tutorials.
Unexplored angle
Consider using gamification elements - what if users earned points or badges for completing each onboarding step?
Building blocks
1) Progress tracking feature 2) User feedback collection 3) Tutorial skip option for power users
Potential blocker
Need to ensure tutorials work across different screen sizes and devices. Mobile experience could be challenging.
Next prompt
How might we measure the success of these interactive tutorials beyond just completion rates?
2List Analysis
List analyses are like an intelligent note-taker that keeps track of multiple items over time. Instead of just one current view, it builds a running list of items that match your criteria. Perfect for tracking all the ideas mentioned or keeping a record of important points.
Example analysis
Idea Evolution Tracker
Track and evolve ideas as they're discussed in the meeting
- ...
Idea
Capture each new idea mentioned (max 20 words)
Builds on
How this connects to or improves previous ideas
Unique value
What makes this idea particularly interesting or different
Quick experiment
Suggest a simple way to test or validate this idea
Wild variant
Generate an unexpected twist on this idea
- ...
Created: 1/1/2024
Example result
Idea Evolution Tracker
Idea:
Add a dark mode theme with customizable color accents
Builds on:
Previous discussion about improving UI personalization options
Unique value:
Helps reduce eye strain while allowing personal expression through color choices
Quick experiment:
Create a basic dark theme prototype with 3 accent colors and test with 5 users
Wild variant:
Color scheme automatically adapts based on user's profile picture dominant colors
Idea:
Implement smart notifications that learn user's response patterns
Builds on:
User feedback about notification fatigue and missing important updates
Unique value:
Personalizes alert timing and frequency based on individual behavior
Quick experiment:
Track when users actually click notifications vs dismiss them for one week
Wild variant:
Use ambient sound detection to time notifications when user isn't in meetings
Idea:
Add collaborative filters for shared task lists
Builds on:
Team's need for better task organization in group projects
Unique value:
Combines individual preferences with team priorities for better task visibility
Quick experiment:
Create a simple shared/personal filter toggle for one team's task list
Wild variant:
AI suggests task groupings based on natural work patterns of the team
Optimizing Your Analysis
To get the most helpful insights from your analyses, here are some tips:
- Keep it focused - ask for specific, clear information
- Set limits on length (e.g., "Keep each summary under 50 words")
- For lists, specify how many items to track (e.g., "Keep the last 5 ideas")
Making Your Analyses More Effective
To get better results:
- Ask for brief summaries (e.g., "Describe in one or two sentences")
- Request bullet points instead of paragraphs for easier reading
- Specify what's most important (e.g., "Focus on practical next steps")
Creating/Editing Custom Analyses
1Creating a Custom Analysis
To create a custom analysis, click the "Custom Analysis" tab in the sidebar. Then click the "Create Analysis" button.
Example
2Filling in the Analysis Details
Once you click "Create Analysis", you will be prompted to fill in the analysis details. First, fill in the name of the analysis. This is what you will identify the analysis by. Next, choose the type of analysis you want to create. You can choose between a schema analysis or a list analysis.
3Filling in Schema Analysis Details
For schema analyses, you'll need to provide:
- An analysis description that guides the AI.
- Analysis points, where each point has:
- A "key" - the identifier for the category of information you want to track. This will be used to identify the category on live dashboards.
- A "description" - tells the AI what information to extract.
4Filling in List Analysis Details
For list analyses, you'll need to provide:
- An analysis description that guides the AI.
- Analysis points, where each point has:
- A "key" - the identifier for the category of information you want to track. This will be used to identify the category on live dashboards.
- A "description" - tells the AI what information to extract.
Every list item that the AI outputs will have ALL the analysis points specified.
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