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.
Generate a summary
There are different frameworks that you can select from to tailor your data summary output.
| Type | Description |
|---|---|
| Chronological | Summarize conversations and data in chronological order. |
| Summary | Summarize key takeaways from the call, doc, or survey response. |
| Topic | Summarize insights by themes to spotlight patterns in user needs, pain points, and opportunities. |
| Customer call | Summarize open-ended conversations into actionable insights. On paid plans only |
| Usability test | Summarize 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
Summarytab in the sidebar, select your preferred structure and pressSummarize.From there, you can review the summary in full, and click into citations. You can also select a different summary prompt and click
Regenerateto 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.
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.
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Last updated 10 June 2025