How do I use discussion guides in Marvin?
In Marvin, you can access discussion guides while you take notes on a call. You can easily refer to the questions and additional context you've jotted down, without switching tabs. Additionally, you have shortcuts to attach notes to questions, so that your inputs are already categorized when the call ends.
Use these guides to structure your research sessions and ensure you don't miss any insights.
How do I access discussion guides on a call?
Discussion guides in Marvin are attached to projects. You need to create or upload a guide to a project before you can use it during interviews.
Before you begin the interview, make sure you're recording the meeting in Marvin.
When the call is about to begin, head to Marvin. Navigate to the Live Notes page for the call. You can access it from the left navigation bar on the home page, or the "Meetings & live streams" tab.
This is the Live Notes page you'll see during the call. You can see the recording status and type notes on the left. On the right, you can refer to the discussion guide. You can learn more about Live Notes from our help center article.
How do I create discussion guides?
Navigate to the project where you'll be storing your interviews and head to the "Discussion guides" tab.
If you haven't created any guides for the project yet, you'll see all the available Marvin templates and other options to create guides.
If the project already has discussion guides, you'll see them listed in a panel on the left. By default, Marvin will open the guide that was created most recently.
To create a new guide, you can use any of these approaches:
1. Start with a blank guide
Type your questions and notes for interviewers in a blank document. Select any text and mark it as a question by adding a "/" before it or use the question command "?/" in the toolbar. You'll also see a range of formatting options to edit your discussion guide.
2. Use a Marvin template
Use any of the pre-set templates as your discussion guide or a first draft.
3. Create a discussion guide using AI
4. Upload a discussion guide:
Upload an existing .docx file containing all your questions. Access the pre-pared discussion in Marvin, intact with all the existing formatting and text.
To highlight the questions, just select all of them and click the question command in the toolbar. You can also use the keyboard shortcut "Command + /". Check our video tutorial to see how to do this.
Using multiple guides in one project
You don't have to restrict yourself to just one guide per project. Write down distinct questions and notes for different cohorts, topics, and call types.
Everyone on the Live Notes page in each call will have access to all the discussion guides in that project. Everyone on the project can view and use these guides.
If the project contains no guides, don’t worry. You’ll have an option to create one during a call as well.
Tag notes to questions
You can tag participant answers to questions during your call or while annotating the transcript. You can do this on Live Notes as well as the Annotation tool with the shortcut. Just type '/' and select the relevant question.
Having a structured guide for your research sessions helps you cover all the necessary topics and questions. This makes it easier to analyze the data later.
Next, we recommend that you add a project overview to collaborate better on projects.