Welcome to Aurelius! This guide is meant to help you get familiar with our most powerful features in Aurelius and give you a step by step onboarding guide to try them out for yourself.
Get Started in Aurelius in 6 Steps
Create a new project
Add research notes and data on the Notes page
Analyze your data on the Tags page
Capture research findings and summaries with Key Insights
Create action items and next steps from research with Recommendations
Edit & Share your Automatic Research Report
Here's a 2 minute video to show you how to get started:
Check Out All The Parts to a Project
Project Overview Page
The snapshot of your project
Add project details, add comments and more.
Collect research notes, data and feedback
Aurelius has a powerful notes tool for people who do research. Add research notes and data, tag them, add sentiment, find patterns with automatic keyword analysis, search and more.
There’s 4 ways to get notes into Aurelius [here’s an 80 second video showing you how]
Take notes right in Aurelius
Copy/paste data from other text files and spreadsheets with our bulk input feature
Connect Aurelius to Zapier and automate data from surveys, feedback forms and more
Transcribe an audio or video file to create notes automatically!
Make sense of research data...FAST
View and filter all your data by tags and themes to make sense of what you learned super fast.
Project tags is one of the most powerful pages in Aurelius because of how it helps you slice and dice data to figure out what you learned faster and easier than traditional tools like spreadsheets.
Add images, audio, video and files
Add any type of document right along with your notes or on the documents page. Tag documents so they’re findable later and even attach them to key insights as supporting evidence.
Capture findings or summaries from the research data
Share what you learned and link supporting notes, quotes and documents to each insight.
Key insights are backbone of research and they're very powerful in Aurelius! You can tag insights, add priority, type and even send them to your team with our Jira integration.
Create action items, ideas or next steps from research
Record outcomes from your research and link key insights that support each one.
Automatically created research reports!
Every Key Insight and Recommendation on your project automatically gets added to a report which you can edit, update and share right from Aurelius.
Watch a Demo
Here’s a video showing you many of the steps from our on-boarding guide as well as a few other of our favorite, most powerful features: