Help & documentation
Everything you need to get started with InsightSnap and make the most of your interview research.
Getting started
- Paste your notes — open the Workbench and paste raw interview notes into the left panel. Messy formatting is fine.
- Add a participant name (optional) — type the interviewee's name or role above the notes to tag the session.
- Hit Synthesize — InsightSnap extracts themes, pain points, follow-up questions, positives, and quotable moments.
- Review & edit — click any insight to edit its text, tag, or impact rating. Add or remove insights as needed.
- Export — copy as Markdown, send to Slack, export a PDF, or paste into Notion. Your session auto-saves in the Library.
Features overview
- Single & multi-interview synthesis
- Analyze one interview at a time or paste multiple (separated by
---) to find cross-session themes. - Synthesis profiles
- Choose from built-in profiles (PM interview, context brief, meeting recap) or create custom profiles with your own section headers and AI instructions.
- Compare mode
- Run synthesis twice and compare side-by-side to catch insights the first pass missed.
- Trend report
- The Report page aggregates all saved sessions into a stakeholder-ready summary with priority matrix, action items, and sentiment tracking.
- Multi-language support
- InsightSnap detects the language of your notes and synthesizes in that language. The UI supports English, Spanish, French, and Italian.
- Export formats
- Markdown, Slack, Notion, leadership brief, PDF, and CSV. Each format is optimized for its destination.
- Read-only share links
- Generate a shareable link for any session so stakeholders can view insights without needing an account.
Slack integration setup
InsightSnap sends synthesized insights to any Slack channel via an incoming webhook. Here's how to set it up:
- Create a Slack app — go to api.slack.com/apps and click Create New App → From scratch. Name it something like "InsightSnap" and pick your workspace.
- Enable incoming webhooks — in the left sidebar, click Incoming Webhooks, then toggle Activate Incoming Webhooks to on.
- Add a webhook to a channel — click Add New Webhook to Workspace, choose the channel where you want insights posted (e.g., #research-insights), and click Allow.
- Copy the webhook URL — it starts with
https://hooks.slack.com/services/…. Copy the full URL. - Paste into InsightSnap — after synthesizing insights, click Send to Slack, paste the webhook URL, and hit Send. InsightSnap remembers the URL for next time.
Your webhook URL stays in your browser's local storage — it is never stored on our servers.
Notion export
InsightSnap formats insights as Notion-compatible markdown that preserves headings, checklists, and block quotes when pasted.
- Synthesize your notes — run synthesis on the Workbench as usual.
- Copy as Notion — in the export options, select Notion. The formatted output is copied to your clipboard.
- Paste into Notion — open any Notion page, press Ctrl/⌘+V. Notion automatically converts the markdown into rich blocks: headings become H2s, bullet lists become toggle lists, and
- [ ]items become checkboxes.
Tip: Notion database integration
For teams that track research in a Notion database, paste insights into a page linked to your database row. Tag the page with the participant name and date for easy filtering. We're working on direct API integration for a future release.
Frequently asked questions
Is my data private?
Your interview notes are sent to the AI model for synthesis and are not stored beyond your session. Saved sessions are encrypted at rest with row-level security — only you (and your team, if configured) can access them.
Which AI model does InsightSnap use?
InsightSnap uses Llama 3.3 70B via Groq for fast, high-quality synthesis. The rule-based engine runs locally in your browser as a fallback when the AI service is unavailable.
Can I use InsightSnap for free?
The Free plan includes unlimited rule-based synthesis and 5 AI syntheses per month (anonymous demo use gets 5 per day). The Pro plan ($4.99/month, or $49.90/year — 2 months free) removes the AI limit and adds all export formats, multi-interview synthesis, and custom synthesis rules.
What formats can I export to?
Markdown, Slack (via webhook), Notion-compatible markdown, leadership brief, PDF report, and CSV. Multi-interview analysis has its own export formats optimized for cross-session themes.
Can I analyze interviews in other languages?
Yes. InsightSnap auto-detects the language of your notes and synthesizes in that language. The UI supports English, Spanish, French, and Italian.
How accurate is the synthesis?
We publish a benchmark pass rate on every deploy (visible on the landing page). The rule-based engine achieves high accuracy for structured notes; the AI engine handles messy, unstructured input better.
Can my team see my sessions?
Only if you create a team on the Pro plan. Team members can view shared sessions in the team library. Personal sessions remain private.
How do I create custom synthesis profiles?
Go to Profiles in the nav menu. Click 'New profile', choose a base profile to extend, add custom section headers and AI instructions. Your custom profile appears in the profile switcher on the Workbench.
Keyboard shortcuts
| Shortcut | Action |
|---|---|
| Tab | Navigate between interactive elements (skip-to-main link appears first) |
| Ctrl/⌘ + V | Paste notes into the editor |
| Escape | Close dialogs and modals |
| Enter | Confirm actions in dialogs |
Need more help? priceliftco@gmail.com · Back to home · Open workbench