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Smart Insights, AI-Powered

Welcome to the Enterprise User Guide

Discover Findings

Understand how Findings will enable you to create powerful deliverables in minutes. 

 

Findings are the feature that will enable you to sort the analysis you have made from your searches. This new space has different options to help you with reporting and producing deliverables. This article covers how to use Findings. 

 

You will find Findings from the widget on your home screen or from the menu under your username: 

Screenshot 2023-11-28 at 14.24.39

 

You can also access Findings by clicking on All Projects from your generation window. 

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Once in Findings, you will be able to see the number of summaries you have generated and your credits reloads countdown on the top right part of the screen: 

Screenshot 2023-11-28 at 14.34.34

From the "All Project" tab, you will see all the summaries you have created. There are different information displayed to help you navigate through them: 

  • Analysis name 
  • Project they are attached too 
  • Prompt used 
  • Credits used 
  • Number of words 
  • Date created 
  • Status 
  • Author 

The three dots at the end of each Analysis will enable you to:

  • Share your analysis with any stakeholder by mail 
  • Move your analysis from one project to another 
  • Download your analysis in a docx 
  • Remove it from its current project 

Screenshot 2023-11-28 at 14.39.28

 

From the Findings page, you can also create a new project to sort your summaries. Just click on the "New Project" button on the top left part of the screen. 

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In the creation pop-up, just give a name to your project, select the summaries you want to put inside, and click on create. 

Screenshot 2023-11-28 at 14.50.09

💡 You can also save your new project without putting any summaries inside. 

 

From the Findings home page, you can also select the summaries you want to work with and two new buttons will appear on the top of the screen. These buttons enable you to move multiple summaries at the same time, or download them in bulk in a docx. 

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When downloading multiple summaries as one docx document, a pop-up window will always appear to give you the option to reorder them. 

Screenshot 2023-11-28 at 15.13.17

Once in the desired order, click on Download as docx to save the document to your harddrive. 

 

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