Custom Analyses Guide

Custom analyses allow you to extract specific insights from your meetings in real-time. You can create analyses that track single snapshots or maintain running lists of information.

Understanding Custom Analyses

Custom analyses help you monitor specific aspects of your meetings using AI. Each analysis needs:

A descriptive name
Instructions to guide the AI
A schema defining what information to track or what ideas to generate

Types of Custom Analyses

1Snapshot Analysis

Snapshot analyses are 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 or what ideas to generate, 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

Trigger: Every 30 seconds

Example result

Discussion Direction Tracker

0:00

1:40

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 generating multiple new ideas.

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)
Priority: How important this idea is to our goals (HIGH, MEDIUM, LOW).
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

Trigger: Every 30 seconds

Example result

Idea Evolution Tracker

0:00

1:40

Idea:

Add a dark mode theme with customizable color accents

Priority:

HIGH

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

Priority:

MEDIUM

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

Priority:

LOW

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

Making Your Analyses More Effective

To get the most helpful insights from your analyses, here are some tips:

Keep it focused and give specific, clear instructions.
Specify what's most important (e.g., "Focus on practical next steps")
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")

Think of list analyses like having a smart assistant taking notes, but one that can also suggest improvements and new ideas along the way.

Avoid trying to track too many things at once. It's better to focus on a few key items that really matter to your meeting's goals.

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 snapshot analysis or a list analysis.

3Filling in Snapshot Analysis Details

For snapshot 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.