Research: projects, sources, and findings

Use Research to collect inputs in one place—interview notes, links, documents, and structured observations—then get discrete findings you can act on. Findings are grouped by status (New, Reviewed, Converted, Dismissed) and every card carries a source badge plus optional Audience truth and Data point badges. You can save a finding straight to the Insight Library as a candidate (no AI call, no credits) or run batch synthesize insights across multiple findings at once—batch synthesis uses AI credits and needs at least three findings. Review and approve candidates in the Insight Library at /insights (sidebar: between Research and Strategy).

Projects

Each research project is a container with its own sources and findings. Create a project for a theme (for example a positioning study or a competitor pass). Each project in the sidebar shows the source count and an amber “X new” badge whenever it has findings you have not reviewed yet. Select a project to work with it on larger screens, or use the Projects & findings tab on small screens to browse while you add sources in the other tab.

Adding sources

Choose a tab in the Add source panel:

• Manual — paste or type freeform text (saved as a research “observation”-style source for extraction).
• URL — enter a public page URL, use Fetch title & text to load readable text on the server, then edit and submit. The page must allow automated fetching; some sites may block it.
• File — upload a PDF, DOCX, or plain text file (size limits and storage follow the same upload path as other brand document flows).
• Competitor, Audience, Stakeholder, Market — short forms for a label plus notes, stored with the right source type for reporting and extraction context.

After you save a source, the app extracts findings in the background. You will usually see new findings within a short time; if not, you can retry extraction from the form.

Reviewing findings

The findings panel groups every finding by status into four collapsible sections: New (expanded by default), Reviewed, Converted, and Dismissed. Each finding shows its finding text, a labelled strategic implication, an amber “HMW” pill for the suggested How might we question, and a source badge (e.g. Competitor · Acme, Document · pitch-deck.pdf, Market observation). An extra blue Audience truth badge marks findings that came from an audience note, and a gray Data point badge marks statistics pulled out of document uploads.

Per-finding actions

• Mark reviewed — moves the finding to the Reviewed group so the New list stays focused.
• Convert to insight — opens an inline panel on the card (no popup). The fields are pre-populated from the finding, and you can edit the insight text, the one-sentence summary, the insight type, and the strategy recommendation. Save as insight sends the finding straight to the Insight Library as a candidate—no AI call and no credits used.
• Edit — inline edit of the finding text and strategic implication, for when the AI draft needs a small fix.
• Dismiss — hides the finding with a 5-second Undo affordance in case you change your mind. Dismissed findings also show a Restore button in their group.

Bulk actions

Check the boxes on two or more findings (or use the per-group Select all) to reveal the bulk bar. From there you can Mark all reviewed, Dismiss selected, or Send to synthesis—the last option uses AI credits and requires at least three findings to run.

Keyboard shortcuts

While the findings panel is visible and you are not typing in a field, use J and K to move between findings, R to mark reviewed, C to open the convert panel, and D to dismiss.

When you approve an insight in the Library and tie it to a strategy field, the app links the recommendation back to the underlying research findings for traceability.

The Library renders each candidate with a layout tuned to its insight type: Tension insights show a side-by-side “A vs B” view with a lightning bolt divider and a How might we… prompt; Whitespace insights show a competitor gap next to an audience need plus a full-width gap statement; Audience truth insights lead with a large headline in the Segment needs X to accomplish Y format and list the findings that back it up. Pattern and Competitive implication insights use a generic card layout. All cards share the same Approve / Approve + update strategy / Reject actions.