How do I analyze the data in my project?

Each project has an Analysis tab, where you'll three options:

Analyze notes is a dedicated space in each project to synthesize your notes. You’ll see notes across all files in the project, made by all Admins, Full seats users, and Collaborators.

You have control over how you want to view the notes.

By default, you’ll see the Analyze by notes view. You'll see all notes in the project, arranged by the date on which you created them, starting with the most recent one.

You can also group notes by:

You can select which files and questions you want to consider. As you update your selection, the number of notes keeps changing.

You can also pick a view that helps you visualize the information most easily. Toggle between these options from the toolbar:

The grid view is the default option, where each note is a distinct box, and multiple notes are visible in a grid on the page. You can select multiple notes and analyze with AI.

Visualize the data as a pie chart, bar graph, or chord chart. Marvin will use the labels you've attached to notes to categorize the information.

With the database view, you can access all note details in one easy-to-read table. You can even rearrange and resize columns to focus on the most-important information. It's great for manual analysis and editing multiple notes quickly. You can also label thousands of notes in one go with Marvin's AI.

Each note will give you information about the context in which it was created.

If the note has labels, you'll see them at the top. Then the note text and meeting name. Click Show more to expand the note.

Beside the username and date, you may see a tag of Marvin AI. This means it is an auto note, created by Marvin’s AI. There’s also a gradient background in all auto notes for you to identify them quickly.

If you toggle on the setting to Show note transcript in the three dots menu, you can also read the note along with the transcript of the corresponding clip.

You'll see the transcript below the note text.

If you click anywhere on the note, it’ll open up the corresponding clip for you to watch.

Use this information to find the notes that are most relevant to your hypothesis or report. You can use these features on the page to speed this up.

Use the search bar to locate notes that match the text you type. Marvin will scan questions, note text and the transcript too while looking for matches.

You can also filter by label, file tag, participant data, survey metadata, sentiment, and creation date and user.

Or manually select notes as you read them

We highly recommend that you use the search bar and filters to find the right notes. You’ll receive more targeted and in-depth answers when you summarize, ask a question or do in-depth research with AI.

Now that you have the data you want to work with, you can use Marvin’s AI to extract a range of insights.

Every time you use AI in this tab, Marvin will use the selected notes or all visible notes to generate an answer for you.

For example, if there are 205 notes in your project and you do not apply any filters, it will use all the notes in AI analysis. If you select just 2 notes, it will consider only the selected information while giving you an answer.

Select the notes relevant to the report or hypothesis you’re working on. You’ll see an Ask AI bar in the toolbar. You can ask a specific question about the selected or all notes, or use the preset AI analysis to get started.

This analysis can be particularly useful when you want to uncover topics that repeat across multiple calls and files in your project. You may choose to use it to analyze usability testing calls, feedback calls, demos, etc.

It searches the selected notes, identifies themes and highlights how often the theme came up in the notes.

Quick thematic analysis can be a great starting point for your research. All the themes and sub-themes that Marvin identifies may become points where you want to delve deeper. You may then choose to use the Advanced thematic analysis.

You can add the analysis to an Insight, copy the test, share it with team members*, or regenerate the analysis.

* We recommend that you check all AI generated results before presenting your research to stakeholders

The advanced version of thematic analysis goes a step further, identifying an exhaustive list of topics and adding more detail to each of them. Marvin also creates a graph for you to visualize the data and present it in your reports.

Marvin may take longer to generate the advanced thematic analysis. You can navigate away from the page as Marvin will notify and email you when the analysis is complete.

Select Source of analysis to verify the insights.

Or Mentioned in X notes under any theme to read the corresponding notes.

You can multi-select notes and add labels too. Use the labels to easily locate these notes later and in cross-project analysis.

You can share the analysis with team members in a few different ways:

You may want to use emotion analysis when you’re trying to determine user sentiment. It can be particularly handy in projects that contain surveys, and your notes on user feedback.

Marvin will scan all the information in your notes and present the sentiment in a pie chart. You can click on each segment to view the corresponding notes and also add this to an Insight report.

Marvin can use the context of your notes and linked files to detect emerging patterns or changes in data over time. Trends may evolve as you add more data to the project. Hence, the analysis may vary for different stages of the project.

Marvin may include forecasts or predictions about future trends based on existing data.

In comparison, thematic analysis highlights recurring themes and sub-themes. Marvin may quantify how often each them is mentioned and link back to sources. Themes are generally more consistent than trends and resonate with your core findings and research goals.

Once you’re done analyzing, you can add the information to an existing or new Insight report, Playlist, spreadsheet or export to an integrated app.

You can add notes as well as AI analysis to all of these options.

You can also do multiple actions on individual notes, such as edit labels, delete, export and add to Insights and Playlists. You can either use the dedicated toolbar.

Or the three dots menu on each note.

You can add and organize notes on affinity maps, Canvas or Kanban boards.