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Research is a powerful feature within Products that helps you understand customer needs by browsing meeting transcripts, exploring insights, and connecting customer signals to product decisions.

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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
Navigate to /products/[id]/analysis?analysisTab=insights and select the Research subtab to access this functionality.

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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

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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
Use the search bar to filter meetings by:
  • Meeting title
  • Summary content
  • Participant names
  • Discussed topics

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Adding Manual Transcripts

Not all users have access to Granola’s enterprise features. Kasava supports adding transcripts manually from any source.

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Opening the Dialog

  1. Click the Add Transcript button in the Research header
  2. Or click Add Transcript in the empty state when no meetings exist

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Adding a Transcript

1

Enter Title

Provide a descriptive title for the meeting or conversation
2

Paste Transcript

Paste the full transcript text into the textarea. The transcript should be at least 10 characters.
3

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
4

Save

Click Add to save the transcript. It will appear immediately in the meeting list.

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Supported Sources

When pasting from Granola, select “Granola” as the source to help with future analytics and source tracking.

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Meeting Detail View

Click any meeting to view its full details in the right panel.

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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

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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

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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

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Starting an Exploration

  1. Select text within a transcript
  2. Click the Explore button that appears
  3. Wait for AI analysis to complete
  4. Review results in the exploration panel
Explorations run asynchronously. You can continue browsing while the AI analyzes your selection.

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Exploration Results

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AI Action Item Extraction

Kasava automatically analyzes meeting transcripts to extract actionable items, decisions, questions, blockers, and follow-ups using advanced AI.

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How It Works

When you upload a transcript or sync a meeting from Granola, Kasava uses Claude AI to:
  1. Identify action items - Tasks that need to be completed
  2. Capture decisions - Decisions made during the conversation
  3. Extract questions - Unanswered questions that need follow-up
  4. Detect blockers - Issues preventing progress
  5. Find follow-ups - Items requiring future discussion

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Analyzing a Transcript

1

Select a Meeting

Click any meeting in the Research list to view its details
2

Click Analyze

In the meeting detail panel, click the Analyze Transcript button
3

Review Results

AI extraction typically completes in 10-30 seconds. Results appear in the Action Items section.

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Action Item Details

Each extracted action item includes:
Priority Guidelines: The AI infers priority based on language cues:
  • Critical - Blockers, urgent deadlines, security issues
  • High - Important work with near-term deadlines
  • Medium - Standard tasks, most decisions
  • Low - Nice-to-haves, low-urgency items

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Exporting Action Items

Convert AI-extracted action items into tickets in your task management platform with a single click.

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Supported Platforms

Export action items to any of these platforms:

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Exporting to Linear, Jira, or Asana

1

Select Action Item

In the Action Items section, click the action item you want to export
2

Click Export

Click the Export button and select your platform
3

Configure Details

  • Linear: Select team, project (optional), and assignee
  • Jira: Select project, issue type, and epic (optional)
  • Asana: Select project, section, and assignee
4

Create Ticket

Click Export to create the ticket. A link to the external ticket will be saved with the action item.

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Exporting to Notion

Notion’s flexible database structure requires one-time configuration before you can export action items.

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Setting Up Notion Ticketing

1

Connect Notion

First, ensure your Notion workspace is connected in Settings > Integrations > Notion
2

Create a Ticketing Database

In Notion, create a database for action items with the properties you want to track (Title, Priority, Status, etc.)
3

Configure Ticketing in Kasava

Navigate to Settings > Integrations > Notion > Ticketing Configuration
4

Select Database

Choose the Notion database where action items should be created
5

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
6

Save Configuration

Click Save to complete the setup
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.

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Exporting Action Items to Notion

Once configured, exporting to Notion works the same as other platforms:
  1. Select an action item from the transcript
  2. Click Export and choose Notion
  3. The action item is created as a page in your configured database
  4. A link to the Notion page is saved with the action item
Multiple Configurations: You can configure different Notion databases for different organizations. Each organization can have its own ticketing setup even when using the same Notion workspace.

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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
Duplicate Prevention: Each action item can only be exported once per platform. To create multiple tickets, extract the action item again or duplicate it manually in the target platform.

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Connecting to Granola

For automatic meeting sync, connect your Granola account:
1

Open Empty State

Navigate to Research with no meetings linked
2

Click Connect Granola

Click the Connect Granola button
3

Complete OAuth

Follow the Granola authorization flow
4

Configure Sync

Set your sync preferences in the integration settings
Alternatively, navigate to Settings > Integrations > Granola to connect.
Granola Enterprise Required: Automatic meeting sync via API is only available to Granola Enterprise customers. Users on other plans can still paste transcripts manually using the Add Transcript feature.

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Best Practices

Add context-rich titles - Use descriptive titles for manual transcripts to make them easier to find later.
Include meeting dates - Setting the meeting date helps with chronological organization and trend analysis.
Explore key quotes - Select impactful customer quotes to find related conversations and identify patterns.
Link to decisions - When a conversation leads to a product decision, log it in the Decisions tab and reference the conversation.

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