Analysis Templates

Note

Analysis templates are available to organisations with the AI module.

Analysis templates are prepared questions for recurring tasks. One click in Session Chat starts a summary, task list, or decision overview, for example. This helps teams use the same analysis approach for similar sessions.

Apply a template

1. Open the relevant session

   Open a session with a completed transcript and switch to AI Chat.

2. Choose a template

   Select the template above the input field that matches your goal. The available buttons can differ by session type.

3. Wait for the analysis

   StoryVault sends the prepared question and session transcript to the AI. The result appears as a new chat response.

4. Verify the result

   Compare names, numbers, deadlines, and decisions with the cited sources or transcript. Check whether the template asks for information that was not present in the conversation.

5. Refine or reformat

   Ask a follow-up question such as Sort the tasks by responsible person or Present the decisions as a table.

6. Use the verified result

   Copy the checked answer into your minutes, task list, or another working document.

Choose the right template

Goal	Suitable template	What to check
Quick overview	Summary	Are important opposing views or open points missing?
Commitments	Tasks	Were the responsible person and deadline actually stated?
Resolutions	Decisions	Are proposals clearly separated from decisions?
Follow-up	Open items	Are completed topics incorrectly still listed?
Interview analysis	Key statements or themes	Do statements remain in the interviewee’s context?

Tip

Start with a template and then ask free-form follow-up questions. You get a consistent initial structure while still exploring what is unique about the session.

Example workflow for a leadership meeting

1. Select Summary and check that every agenda item is represented.
2. Select Decisions and verify each resolution against the transcript.
3. Select Tasks and mark missing owners or deadlines.
4. Ask: Create a concise table with task, person, deadline, and source passage.
5. Review the result professionally and transfer it into the work plan.

If templates are missing

• Templates depend on the session type and your organisation’s configuration.
• Check that transcription has finished and AI Chat is available.
• If an expected template is missing, contact your administrator and provide the session type and desired analysis.
• You can still write a free-form question with the same goal.

Good to know

• Each template selection starts a new AI request.
• A template structures the question but does not replace verification of the result.
• Follow-up questions can refer to the previous answer.
• The templates shown can differ between session types.

Further reading

• Session Chat
• AI features overview