Let the AI suggest quotes, themes and insights

You get a first pass at your analysis: quotes pulled from a transcript, themes grouped from those quotes, and insights written from the themes. You review each pass, keep what is good and remove the rest.

The AI works one step at a time, and each step needs the one before it. Nothing it writes is final. Every quote, theme and insight it adds is an ordinary row that you can rename, edit or delete.

The AI is Anthropic Claude unless you chose Google Gemini under AI model on your Profile.

Pull quotes from a transcript

Open a document from the tree.
Click Suggest quotes at the top of the page. The button reads "Suggesting…" and a message reads "Suggesting with AI…" while it works, the same as Suggest themes and Suggest insights. After about 15 seconds it changes to "Still working. A large draft can take a few minutes."

When it finishes, a message says what was added, such as "Added 14 quotes". It also counts what it left out: quotes it could not find in the text, ones you had already highlighted and ones that were too short. The new quotes show in the document like any highlight, and count as evidence at once, so check them before you build on them.

Group quotes into themes

Click Themes in the tree.
Click Suggest themes.

It needs at least two quotes. If it has too few, it says "Add at least two quotes before suggesting themes." The new themes appear in the list, each with the quotes it picked. A theme whose name you already use is skipped.

Write insights from the themes

Click Insights in the tree.
Click Suggest insights.

It needs at least one theme with quotes in it. If there is none, it says "Add quotes to a theme before suggesting insights." Each insight arrives with its supporting themes already linked.

Keep, review or remove the result

Each run ends with a message and three buttons. It stays for 20 seconds.

Keep accepts the run. It marks the quotes, themes or insights it added as reviewed. Until then a theme or insight is a draft, and Present and share links leave it out.
Review opens the page filtered to that run. A bar across the top reads "Showing one AI run" with the number of items, and Show all takes the filter off.
Remove asks you to confirm, then moves everything the run added to Deleted. You can restore them one by one for 30 days. Removing a themes run also removes the links it added to themes that already existed, and those can't be restored. The dialog says so before you confirm.

The review bar has Keep, Remove and Show all as well, so you can decide later.

Find an earlier run

The project overview lists the last ten under AI runs: the step, how many items are still there and the date. Click a row to review that run.

If it doesn't work

"The AI is busy. Try again in a minute." The AI service was busy, and a second try was busy too. Wait a minute and try again.
"The AI didn't finish in time. Try again in a minute." A model started answering but did not finish within four minutes. Try again shortly.
"Too many AI requests. Try again in a minute." You made more than 8 requests in a minute.
"Your organization has reached its daily AI limit. It resets at midnight UTC." Your organisation has used its AI allowance for the day.
"The AI's answer could not be used. Try again." The reply was unusable. Nothing was added, so run it again.

A run carries on even if you leave the page, but the message is lost. Find the run under AI runs on the overview.