Hero Data Summaries 2 Pn

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Overview

Save time identifying key themes in calls, interviews, and documents with magic summaries, powered by the latest version of Claude. When importing files into a project, we’ll automatically generate a summary of all text content to your preferred structure.

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Generate a summary

There are different frameworks that you can select from to tailor your data summary output.
TypeDescription
ChronologicalSummarize conversations and data in chronological order.
SummarySummarize key takeaways from the call, doc, or survey response.
TopicSummarize insights by themes to spotlight patterns in user needs, pain points, and opportunities.
Customer callSummarize open-ended conversations into actionable insights. On paid plans only
Usability testSummarize key questions or tasks, backing each with evidence to support confident, informed decisions. On paid plans only
Sales (SPICED)Summarize to help sales reps understand the buyer’s context, uncover challenges, highlight impact and navigate the decision-making process. On paid plans only
To generate a summary, ensure you have edit permissions to your project and your data page is Editable.
  • To do this, open your data object, click Summary tab in the sidebar, select your preferred structure and press Summarize.
  • From there, you can review the summary in full, and click into citations. You can also select a different summary prompt and click Regenerate to re-structure the summary.
Any video or audio files that have a transcript will also display summaries in timestamped sections, which you can use to navigate quickly to key parts of your audio or video file. Summarization runs in the background, so you can navigate away from the note or close the tab, and it will still be added once it has been generated.

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Translate a summary

You can translate any data summary from one language to another. For this, you must have edit permissions to the original project, and the note or insight must be Editable.
  • To translate a data summary, open the Summary tab, click on Translate, and select the language you want to update the summary to. This will update the summary language for all users.