Overview
The Research tab provides a conversation navigator that displays:- Meeting transcripts from connected Granola accounts
- Manual transcripts pasted directly into Kasava
- AI-powered exploration to find patterns across conversations
/products/[id]/analysis?analysisTab=insights and select the Research subtab to access this functionality.
Conversation Navigator
The Research interface uses a two-panel layout:- Left panel: Searchable list of meetings with metadata
- Right panel: Full meeting details with transcript and actions
Meeting List
Each meeting in the list displays:- Title - Meeting name or calendar event title
- Summary - AI-generated meeting summary (if available)
- Timestamp - When the meeting occurred
- Duration - Meeting length in minutes
- External attendees - Badge showing external participant count
- Action items - Count of extracted action items
- Source badge - Indicates if the transcript is from Granola or manually added
Filtering and Search
Use the search bar to filter meetings by:- Meeting title
- Summary content
- Participant names
- Discussed topics
Adding Manual Transcripts
Not all users have access to Granola’s enterprise features. Kasava supports adding transcripts manually from any source.Opening the Dialog
- Click the Add Transcript button in the Research header
- Or click Add Transcript in the empty state when no meetings exist
Adding a Transcript
Paste Transcript
Paste the full transcript text into the textarea. The transcript should be at least 10 characters.
Optional Details
Click “Optional details” to expand additional fields:
- Source - Where the transcript came from (Manual, Granola, Otter.ai, Zoom, Other)
- Date - When the meeting occurred
- Duration - Meeting length in minutes
Supported Sources
| Source | Description |
|---|---|
| Manual | Typed or pasted from any source |
| Granola | Copied from Granola meeting notes |
| Otter.ai | Exported from Otter transcription service |
| Zoom | Exported from Zoom meeting transcripts |
| Other | Any other transcription tool |
Meeting Detail View
Click any meeting to view its full details in the right panel.Detail Sections
- Header - Meeting title, date, duration, and source indicator
- Summary - AI-generated meeting summary
- Transcript - Full conversation transcript with speaker labels
- Action Items - AI-extracted tasks, decisions, and follow-ups with export capabilities
- Attendees - List of participants with internal/external indicators
Transcript Features
The transcript view supports:- Text selection - Select text to explore related insights
- Copy - Copy transcript content for use elsewhere
- Search - Find specific phrases within the transcript
AI Exploration
Select text within a transcript to trigger AI-powered exploration that finds:- Similar signals - Other conversations mentioning related topics
- Related metrics - Data points connected to the discussed topic
- Suggested metrics - New metrics you could track based on the conversation
- Feature ideas - Product features that could address discussed needs
Starting an Exploration
- Select text within a transcript
- Click the Explore button that appears
- Wait for AI analysis to complete
- Review results in the exploration panel
Explorations run asynchronously. You can continue browsing while the AI analyzes your selection.
Exploration Results
| Result Type | Description |
|---|---|
| Similar Signals | Past conversations with related content, ranked by similarity |
| Related Metrics | Existing metrics connected to the topic |
| Suggested Metrics | New metrics the AI recommends creating |
| Feature Ideas | Product feature suggestions with complexity estimates |
AI Action Item Extraction
Kasava automatically analyzes meeting transcripts to extract actionable items, decisions, questions, blockers, and follow-ups using advanced AI.How It Works
When you upload a transcript or sync a meeting from Granola, Kasava uses Claude AI to:- Identify action items - Tasks that need to be completed
- Capture decisions - Decisions made during the conversation
- Extract questions - Unanswered questions that need follow-up
- Detect blockers - Issues preventing progress
- Find follow-ups - Items requiring future discussion
Analyzing a Transcript
Action Item Details
Each extracted action item includes:| Field | Description |
|---|---|
| Title | Concise, actionable description (max 100 characters) |
| Description | Detailed context from the transcript |
| Priority | Critical, High, Medium, or Low (inferred from urgency) |
| Category | Task, Decision, Question, Blocker, Follow-up, or Other |
| Mentioned Assignee | Person’s name if mentioned in the conversation |
| Confidence Score | AI confidence level (0-100) in the extraction accuracy |
| Extracted From | Relevant quote from the transcript |
| Keywords | 3-5 relevant keywords for searchability |
Exporting Action Items
Convert AI-extracted action items into tickets in your task management platform with a single click.Supported Platforms
Export action items to any of these platforms:| Platform | Export Type | Requirements |
|---|---|---|
| Linear | Issue | Connected Linear integration |
| Jira | Issue | Connected Jira integration |
| Asana | Task | Connected Asana integration |
| GitHub | Issue | Repository access |
| Notion | Database Page | Connected Notion workspace with configured ticketing database |
Exporting to Linear, Jira, or Asana
Configure Details
- Linear: Select team, project (optional), and assignee
- Jira: Select project, issue type, and epic (optional)
- Asana: Select project, section, and assignee
Exporting to Notion
Notion’s flexible database structure requires one-time configuration before you can export action items.Setting Up Notion Ticketing
Create a Ticketing Database
In Notion, create a database for action items with the properties you want to track (Title, Priority, Status, etc.)
Configure Ticketing in Kasava
Navigate to Settings > Integrations > Notion > Ticketing Configuration
Map Properties
Map Kasava fields to your Notion database properties:
- Title Property - Which Notion property to use for the action item title (required)
- Description Property - Where to store the detailed description
- Status Property - Map status values (Open → “To Do”, In Progress → “Doing”, etc.)
- Priority Property - Map priority values (Critical → “Urgent”, High → “High”, etc.)
- Category Property - Map category values (Task → “Task”, Decision → “Decision”, etc.)
- Source Property - Property to indicate the item came from a transcript
Property Mapping: Your Notion database can use any property names. Kasava maps Kasava’s standard fields to your custom property names, making it flexible for any database schema.
Exporting Action Items to Notion
Once configured, exporting to Notion works the same as other platforms:- Select an action item from the transcript
- Click Export and choose Notion
- The action item is created as a page in your configured database
- A link to the Notion page is saved with the action item
Export Tracking
Once exported, action items display:- Platform badge - Shows which platform the item was exported to
- External link - Direct link to the ticket in the external platform
- Export timestamp - When the export occurred
- Export status - Success or error state
Connecting to Granola
For automatic meeting sync, connect your Granola account:
Alternatively, navigate to Settings > Integrations > Granola to connect.
Best Practices
Related
Products
Overview of product management in Kasava
Granola Integration
Connect Granola for automatic meeting sync
AI Chat
Query your research data using natural language
Insights
AI-generated product analysis