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How to take Live Notes

What are Live Notes? How do I use them to annotate calls real-time?

Updated over a month ago

Why should you use Live Notes?

With Marvin, you no longer have to take verbatim notes. You just need to mark parts of the transcript. The best part? You can do it while the call is being recorded. You don’t need to go back to the recording to make notes.

Once the call has ended, Marvin will automatically sync your notes to the transcript and video recording.

Integrating your calendar

To make it easier to take Live Notes for meetings, please integrate your calendar. Even if you don’t integrate, you will be able to make notes. But with your calendar connected, Marvin can automatically detect when you are in a meeting.

How to take Live Notes

To start taking notes, click 'Record & take notes' in the left navigation menu and select the meeting for which you want to make notes.

Next, select the project where you’d like to save the recording.

Collaborating with Live Notes

Marvin helps you collaborate easily on calls. Your team members on the call can take notes at the same time from the same shared view. Everyone can see the notes being updated in real time, with precise time stamps.

You can also edit previous notes.

Two ways to take notes

  1. You can jot down notes in real time, which Marvin will attach to the corresponding timestamp in the transcript.

  2. If you would like to avoid typing to stay more engaged during the call, just hit 'return' during an important moment to generate an AI-driven note for the clip.

Attach notes to a specific question

You might ask the same questions across multiple calls and want to keep track of the answers for each participant. You can write up a discussion guide for the project. That way you’ll have access to all the questions on the Live Notes screen during the call.

To mark the timestamps that correspond to the answer of a question, press the / key and select the question. Hit return when the interviewee is done answering the question. Live Notes will capture the precise timestamps of the answer. You can also click the question to select it.

Attach labels to a note

When you add labels to a project, they’re available on the Live Notes screen during your interviews. Click the 'Labels' tab to see all of them.

During the call, use the keyboard shortcut '#' and select the label. You can also create a new one on the fly when you select 'make new'. Hit return to attach a label to a specific part of the call.

Tag a teammate in real-time

When you hear an insight that you want to share immediately with a teammate, type @ to mention them on the note. They will be notified via email.

To bookmark a quote in the transcript for later, use the shortcut 'command' + 'return'.

Tagging your notes live helps you organize your data for analysis later. It also saves you hours reviewing and labeling interviews after they’re over.

Marvin will process your conversation as soon as you end the interview. You will have all the key moments already annotated and timestamped, saving you hours of time.

Check out our insights report if you would like to see videos of how to take notes.

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