What are Notes in Aurelius
Notes are individual observations, quotes, data points and feedback you gather from your research. Notes are the essential foundation to Key Insights and more.
There are several things you can do with Notes in Aurelius:
add notes, observations, quotes and feedback
add tags
add sentiment (positive/negative)
create key insights
add notes to key insights
How to Take Notes in Aurelius
There are five ways you can take notes or add data in Aurelius:
Typing notes
Bulk Input (copy/paste)
Zapier integration
Transcription
Magic Upload
Taking notes
Simply click inside a note group and start taking notes

While taking notes, when you hit "Enter" it will create a new note on the next line.
Bulk Input
Copy & Paste text data from another document or Excel file > Aurelius creates new notes and separates them based on line-break (or carriage return) from the source you copy/pasted


Using our Zapier Integration
Connect 3000+ apps to Aurelius and have them create notes automatically
Check our our full guide to setting up our Zapier integration here
Transcription
Upload any audio or video file and turn it into notes as a transcript
Check out the full guide on how transcription works here
Magic Upload
Upload a file with selectable text (PDF, Word, Excel or .txt) and have that text create notes on your project like magic!
Check out the full guide on how Magic Upload works here
Adding Tags to Notes
Adding tags as you take notes
Hover to the right of the note > Click into "add tags..." > Add existing tags or create new ones

Adding tags in bulk
Select notes > Click "Add Tags" from the action bar > Add your tags and click save


Adding Sentiment to Notes
Adding sentiment individually
Hover over the right side of your note > Click the smiley or frown face

Adding sentiment in bulk
Select your notes > Click the smiley or frown face

Creating Key Insights from the Notes Page
How to create key insights on the notes page
Select your notes > Click "Create New Insight" > Give your insight a name, description, tags and any other details

Adding Notes to Key Insights from the Notes Page
Adding supporting notes and data to existing insights on the notes page
Select your notes > Click "Add to Insight" > Select the insight you want to add your selected notes to
