Lesson 2: Create your first insight

Insights are flexible to work as an atomic finding, product requirements document or as structured as a formal research report. In this lesson, you will learn on how to create your first insight in a project, powered by AI.

Magic insight (beta) is the fastest way to get a head start on synthesizing your findings and structuring these in a way that makes sense for you. If you have data imported into your project, you can go straight to creating a magic insight in the form of a product requirements document, voice of customer report, or research report.

• To create an insight in a project, open Insights in your project and select + New insight.

• Next, choose how you want to create your insight. You can:

  • Start from a blank insight;

  • Select a pre-defined prompt with the help of Magic insights (beta) or;

  • Enter a title and select Generate from title with the help of Magic insights (beta)

• From there, refine your insight. Add text, references, and use formatting and editing tools before sharing with your stakeholders. This insight will live inside the project it was created within.

If you're used to highlighting data and working with post-it notes or digital whiteboard tools like Figma or Miro, we recommend mapping themes in a canvas view.

With canvas, you can move and group common pieces of information gathered from your highlights. We recommend taking advantage of magic cluster as a starting point to review and refine themes across important moments captured in highlights.

• To do this, open Highlights in your project. You will see all highlights created in the toolbar on a canvas.

• Start by selecting All highlights to add to your canvas. Once on your canvas, select Cluster to group highlights automatically.

• From there, you can manually move your highlights around the canvas to re-group, re-label, or add new groups to your working.

For groups you wish to elevate and summarize as an atomic finding to share with your team, click on into the group and select Add to insight from the menu. This will create a new insight in your project, where you can generate a magic summary of key highlights selected and customize how it's presented.