Lesson 2: Create your first insight in a project

Insights are flexible to work as an atomic finding or as structured as a formal research report. In this lesson, you will learn on how to create your first insight in a project that summarizes an atomic finding.

Once you've created a few highlights in your project, you'll want to cluster these into groups to make sense of high-level findings amongst common themes. If you're used to working with post-it notes or digital whiteboard tools like Figma or Miro, we recommend mapping key highlights into 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.