> For the complete documentation index, see [llms.txt](https://evidano.gitbook.io/ailyze-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://evidano.gitbook.io/ailyze-docs/getting-started/analyze-your-first-transcript.md).

# Analyze Your First Transcript

Upload an interview transcript and get AI-generated themes, quotes, and a summary you can read, chat with, and download as a Word report.

This page walks you through your first document analysis, taking every shortcut that is safe for a first run. At the end you will have a finished analysis with [themes](/ailyze-docs/reference/glossary.md#theme), quotes, and a summary. For the full walkthrough see [Analyze Interview Transcripts](/ailyze-docs/common-research-workflows/analyze-interview-transcripts.md); for every option see [Document Analysis Settings](/ailyze-docs/reference/settings/document-analysis.md).

{% embed url="<https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-64cb45c9231a4897bdc0bdca3c2ed51cfb291928%2Fgetting-started-analyze-your-first-transcript-02-create-project.mp4?alt=media>" %}
Video of steps 1 to 7 on a new project (no sound)
{% endembed %}

{% file src="/files/kwbBldfoSIOxQLYcoDOs" %}
Download this video
{% endfile %}

## Before you start

* An Evidano account (the Free plan works).
* One or more transcripts as DOCX, PDF, or TXT. No data yet? Download the invented samples below; the screenshots and video use them.
* Only have audio? [Transcribe it first](/ailyze-docs/prepare-research-data/transcribe-audio-and-video.md).

{% file src="/files/6LrqKuFHOzp7JvBDC5UC" %}
Sample interview 1: a community health worker, North Valley (invented)
{% endfile %}

{% file src="/files/strsb0lwSD9ke569Sse4" %}
Sample interview 2: a clinic manager, South Ridge (invented)
{% endfile %}

{% file src="/files/t7GvfggiFtDFd5gCwBoy" %}
Sample interview 3: a village health volunteer, North Valley (invented)
{% endfile %}

{% file src="/files/yEKie6SIa3nZWhcL9Lus" %}
Sample focus group: four parents, North Valley (invented)
{% endfile %}

## Step 1: Start a document project

On your account page, find the **Document analysis** card and click **New document project**.

You should see your file library, or a single drop zone if you have no files yet.

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-4d22224d41dad3009821af09846ce0c3229f64f9%2Fgetting-started-analyze-your-first-transcript-01-account-new-document-project.png?alt=media" alt="Account page with the Document analysis card and its New document project link outlined"><figcaption><p>Each card starts one workflow; View previous lists your earlier projects.</p></figcaption></figure>

## Step 2: Add your transcripts

1. Click **Upload files**.
2. Drop your files on the dialog, or click "browse files".

You should see the files listed under **Files to analyze**.

## Step 3: Describe the project and let the AI suggest a method

1. Under **Input manually**, say what you need, for example: "Three staff interviews about a mobile clinic; I need the main themes and the barriers."
2. Click **Suggest a method from my files and notes**.

You should see a method under **Suggested for your files**, with why it fits.

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-cd373f7d2efb6cd2ac046582fbd6f4dded956c4f%2Fsettings-document-analysis-05-files-to-analyze.png?alt=media" alt="Files to analyze with four sample files, a typed brief under Input manually, and the Suggest a method button"><figcaption><p>Leave Focus groups on Auto-detect; Evidano spots group transcripts for you.</p></figcaption></figure>

## Step 4: Keep the suggested method

Click **Next**. **See other methods** lists the alternatives.

## Step 5: Check the focus groups

This step appears only when a file is a focus group. The AI ticks it and names its participants.

1. Check the ticked files and the names under **Participants in**.
2. Choose one row per transcript or per participant.
3. Click **Continue to output configuration**.

You should see **Drafting your project** for under a minute, then **Your table**.

## Step 6: Check your table

Read **Why this draft:**, then scroll through the report, the themes, and the table of answers and metadata.

The draft keeps the method's core columns. To add others, click **More columns for** under the table, then a column, or **Add all**.

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-13d16c36725989ee7d026f1b65ae2dd5ea466d27%2Fsettings-document-analysis-17-themes-section.png?alt=media" alt="Themes section with numbered draft themes and sub-themes and the sample table"><figcaption><p>The themes are only a draft: rename or delete anything before you start.</p></figcaption></figure>

## Step 7: Start the analysis

1. Click **Review and start analysis**.
2. If a message says files are not tagged, click **Tag files** in it, or untick **Compare groups (e.g., by gender, year)** and click again.
3. Keep the AI's **Project name**, or type your own.
4. Read what the AI will do, then click **Confirm configuration and start analysis**.
5. Click **View project**.

You should see the project page fill in as the analysis runs; you get an email when it is done.

## Step 8: Read your results

When the email arrives, open the project. The **Executive Summary** comes first; **Contents** on the left lists the codebook, each theme and each question. Open a theme for its summary and quotes.

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-e7788e433f8a1c4eff1a1dbb8814775852b10813%2Fsettings-document-analysis-32-results-header.png?alt=media" alt="Results header with Back to projects, the project name, the participants and Completed chips, and View changes"><figcaption><p>The chips under the name say what the analysis ran on and when it finished.</p></figcaption></figure>

{% hint style="info" %}
**See also:** [How to Read Your Results](/ailyze-docs/analyze-data/how-to-read-your-results.md).
{% endhint %}

## Step 9: Use your results

Under the project name:

* **Ask AI**: ask questions of your data.
* **Export**: the Word report or Excel workbooks (Pro).
* **Edit project** › **Add file**: add more transcripts to the same analysis.

<figure><img src="https://1178311500-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2Fi4GBXPMUDxszIpUVOARU%2Fuploads%2Fgit-blob-79abf622eb747ca67859fd6a3df5312b06f6c1a3%2Fsettings-document-analysis-36-action-bar.png?alt=media" alt="Action row with Export, Ask AI, Share and Edit project"><figcaption><p>On the Free plan, Add file stays available; exports and sharing need Pro.</p></figcaption></figure>

<details>

<summary>Optional: if something goes wrong</summary>

* **Suggest a method from my files and notes stays grey:** tick a file first, then type a brief or add a supporting file.
* **Review and start analysis only shows a message:** the message names what is missing, usually themes or segment tags.
* **A Continue where you left off? box appears:** click **Restore draft** to resume, or **Start fresh**.
* **An Analyze just one file? dialog when you continue from step 2:** click **Skip and analyze 1 file only**, or add more files.

</details>

## Next steps

* Shape the table yourself — [Design Your Analysis Table](/ailyze-docs/analyze-data/design-your-analysis-table.md)
* Refine your themes — [Build a Codebook](/ailyze-docs/analyze-data/build-a-codebook.md)
* Turn it into a deliverable — [Generate a Research Report](/ailyze-docs/create-deliverables/generate-a-research-report.md)