Using Junior
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    • ๐Ÿ“žHow to Use the Call Tracker
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      • Send a recording bot
      • Uploading a transcript
      • Record in your browser
    • ๐ŸงนHow to Clean Transcripts
      • The Review Flow
      • Cleaning Entities
      • Review Cleaned Notes
      • Tip: Shortcuts
    • โญKey Takeaways
      • How to edit KTAs
      • KTA Templates
      • Distributing KTAs
    • โฌ‡๏ธHow to Export Call Notes
  • Qualitative Research
    • ๐Ÿ”Ctrl + F
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  • Quantitative Data Extraction
    • ๐Ÿ”ขQuant Tracker (QT)
      • Interpreting Output
      • Column Summaries
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    • ๐Ÿ˜ŽJuniorGPT
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    • โš™๏ธProject Settings
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    • Tips for Use
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  • 1. Per-call KTA sharing
  • 2. Batched at the end of the day

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  1. Build a Knowledge Base
  2. Key Takeaways

Distributing KTAs

Last updated 1 year ago

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Great! We've finished editing our key takeaways, and we now want to share them with the team. You have two ways of doing this in Junior:

  1. On a per-call basis

  2. Batched at the end of the day.

1. Per-call KTA sharing

After saving your key takeaways, you'll see the email button light up. If you click that, you'll be given the option to send out these specific KTAs to your team.

2. Batched at the end of the day

Junior also gives you the option to batch all the day's key takeaways into a single email. See below for how to turn this on.

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