Here is a quick overview of terms and phrases used throughout Notably.
These terms are arranged in alphabetical order
Add-On: A service provided by the Notably team just for your Teams or Enterprise account. You can see all of our add on services here.
Admin: user that manages billing & teammates.
AI Credit: A single credit used when generating an AI Summary or AI Insight. The free plan in Notably offers 20 AI credits total, whereas our paid plans offer credits that are refilled each month. The Pro Plan offers 100 monthly AI Credits, Teams Plan offers 250 monthly AI Credits, and Enterprise Plan offers 500 monthly AI credits.
AI Template: This refers to any of our templates to generate a summary of a raw data file, or generate an insight from analyzed data. You may access our AI templates in the Template tab (to view and favorite), the "Summarize" button on a file in the Data tab, or the "New AI Insight" button from the Analysis tab.
AI Insight: A sharable Insight generated from one of our AI-powered templates, inspired by popular research frameworks and methodologies.
AI Summary: A summary generated in the Data tab from raw data. This can be generated from an audio file, video/transcript file, or document.
All Projects: This tab of your workspace contains all of the projects in your repository. Here you may organize your projects into folders.
Analysis: This tab in a project is where you may access your canvas and table to begin the synthesis process.
Automatic Highlighting & Tagging: This feature is used only on AI-powered summaries to quickly highlight everything from your summary output, and apply suggested tags. These suggested tags are not generated by AI, but rather pulled from the tags you already have set up in your project. To enhance the accuracy of your suggested tags, be sure to include descriptions and keywords with each of your tags.
Canvas: a workspace to analyze your notes. You can create themes to make sense of your data & you can create frameworks using text, line, shapes, and images. You can work with our unique split screen workspace alongside your table, or full screen canvas view - information that is updated on the canvas is simultaneously updated on the table & vice versa.
Chart: an asset to visually segment your data. You may view a pie chart or a bar chart that can be segmented by ‘Tag group’, ‘Tag’, ‘Theme’, and ‘Participant'. Depending on how you’ve grouped or segmented your charts will affect the options available to color your chart. Charts use colors that are a mix of sentiment, tag, theme, and default colors.
Color By: option at the top left of your canvas. Allows you to view (by color) the stickies on your canvas. You can "color by" theme (normal view), sentiment, tag & participant.
Custom Template: An AI-powered Summary or Insight Template that is created specifically for your workspace. This could be created by the Notably team for you, or created by you (or someone else) from your team.
Data: This tab inside a Notably project is where you can upload any raw research data.
Data Source: The type of data you have imported/created. The data sources listed in Notably are document, video, audio or transcription.
Document: a flexible space that can serve as a catch-all for supporting open ended survey responses, general notes from a research session, interview templates, and more.
Editor: a (paid) user on a team that can edit and interact with your research data.
Filter: option at the top left of your canvas. This option allows you to filter down your data to only view those selected options at one time. You can filter your canvas by themes, tags, and participants.
Folder: A way to organize your research. You can create a folder on your workspace to organize your projects, and within a project in the data section to organize your data.
Global Search: A way to search through your research repository. You can search across all of your projects by keywords, sentiment, tags, time, project, or type of data.
Global Tag: A tag that can be used across projects. Global tags can be set up by your admin in your settings. These tags are more high level than a project tag, and appear in every new project created. We suggest using tags such as "Pain Point" or "Desire" that you may reuse in multiple projects.
Highlight: Important information from your data. This selected information (ex: a quote from a transcript) can then be tagged & added as a note to your canvas.
Home: This tab of your workspace serves as a dashboard of the most recent activity. It displays the most recently accessed projects and newest Insights created across projects.
Info Page: serves as a landing page or readme page to organize your project information and orient anyone who will be viewing your research. This information especially helpful for stakeholders, executives, or teammates to see what is important to know before diving into this research project.
Insight: a thematic takeaway from your research. These insights can be drafted in the "Insight" section of Notably where you can add your notes & data to support your findings. Your "insights" can then be shared to stakeholders, executives or teammates to report what your research means, why it matters & how to use this information moving forward.
Insight Cover: Images used as a cover photo on your Insight documents. This can be chosen from Notably illustrations, uploaded from your device, or generated with AI from a description (written by you, or drafted from your Insight content).
Instances: This represents the total number of times a tag has been used in Analysis. Later on you can filter by instances to surface your most commonly used tags.
Note: a small snippet of data within a research project, usually a sentence or two that represents one thought, quote, or observation. Notes can be created from the "Data" section in a document and in the "Analysis" Section from the table or canvas.
Participant: someone that participates in your research. You can include your participant's name in the metadata of a document - this way, every note created from that document has your participant's name included. You can manage your participants in the "Participant" section of your workspace.
Plan: the type of account you have with Notably. The plan options are Free, Pro, Teams & Enterprise. When you upgrade your plan, you unlock new app features. You or your admin can manage your plan & upgrade on the "Plan" tab in your settings.
Prompt: The written content that is used for humans to "talk" to AI. Every AI template in Notably is powered by a prompt.
Project: a workspace to document, organize & analyze your research. Each "project" contains an Info Page, Data, Analysis & Insights.
Project Tag: A tag that is more specific to a single project, such as "Parent Involvement".
Sentiment: an AI driven analysis of your notes to determine if it is positive, negative or neutral feedback. Sentiment analysis can be viewed on your table in the Analysis section of Notably, inside a note, or by recoloring your canvas by "Sentiment."
Sticky: a digital sticky note on your canvas. A "sticky" is also referred to as a "note".
Table: a spreadsheet view of your data in the Analysis section of Notably. It includes Note, Theme, Tag, Participant, Sentiment, Source, Created By & Created At. The information updated in the table, is simultaneously updated on the canvas & vice versa.
Tag: a way to classify your data to help theme/organize later. For example: tagging a quote from a user as "pain point".
Tag Group: a collection of tags to create a hierarchy or more organization in your taxonomy.
Teammate: a coworker that has been invited to your notably account. A teammate can be assigned the admin, editor or viewer role.
Theme: hidden patterns that are uncovered by relating pieces of data and positioning them near each other. These data clusters or, Themes help you see what is important by the size, scope, or diversity of the data. Names of Themes should be specific enough to thematically understand the contents of the data cluster without reading each note.
Transcript: A written representation of spoken words, often from audio or video recordings. Snippets, or highlights, of transcripts may be edited, highlighted, and tagged to add to Analysis.
Viewer: a user that has been invited to your team that is only able to view your research & cannot edit or make changes to the data.
Workspace: serves as your "homepage" in Notably that displays your active projects & participants.