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Features

Overview

Sapium lets you create or import documents, edit them, tag them, and pull important information out of them seamlessly.

There are 3 important views or pages here:

  1. Docs & notes: this is where you can see the list of your documents.
  2. Editor: this is the way to edit documents, once you click on a document.
  3. Digests: this is where document summaries ("digests") are created.
  4. Tag definitions: this is where the most crucial hashtags are defined and given keyboard shortcuts.

You can access most of these views through the left-hand menu in Sapium, below. The exception is the Editor page, which is accessed by by clicking on a document.

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Document editor

Taking notes in Sapium, whether for meetings, interviews, or reports, is just like taking notes in Google Docs or Microsoft Word, but even simpler.

There's also an ability to tag and structure your notes and documents in powerful ways that you can't in Google Docs and Microsoft Word.

If you import documents from another source (like Google Docs), then you might not need to use Sapium' document editor. But you'd be missing out.

Let's find out more.

Creating new documents

On the Docs & notes page, click "+ New" to create a new document. This will bring you to the Editor page for a blank, unsaved document.

Editing documents

On the Docs & notes page, click any document. This will bring you to the Editor page.

If you have read-only permissions, you will not be able to make any edits.

Formatting

There are several formats you can use in your document. Most of them require keyboard shortcuts (and many of these keyboard shortcuts should be familiar to you).

Format Description Example How to do it
Bullet points Create bullet points. img_27.png Type - at the start of a line, or Command + -
Bold Make text bold img_29.png Command + B
Italics Make text italic img_30.png Command + I
Highlighting Highlight a sentence to find/use it easily later. img_28.png Command + M
Sentence tag Tag a sentence with a #hashtag to find/use it easily later. More here. img_34.png Type # and a tag name (or define your own shortcut)
Mention Tag a sentence with a @person to find/use it easily later. More here. img_35.png Type @ and a name or email
Header Turn a line into a heading, for aesthetic purposes. img_32.png Command + K
Section Turn a line into a section heading. Section headings powerful can be used for analysis. More info here img_33.png Command + J

Highlighting sentences

If you hit the shortcut for highlighting (Command + M), you will highlight the sentence that your cursor is in. If you've selected multiple sentences, then all of those sentences will be highlighted.

Tagging sentences

You can add sentence tags inside the document body by typing # followed by some letters, numbers or hyphens (no spaces allowed in a tag). In fact, as soon as you hit #, you'll pop up the sentence tag menu, from which you can select past or important tags.

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Sentence tags apply to the sentence they're in (or the sentence they immediately follow):

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Sentence tags can also be easily applied using keyboard shortcuts. See here for how to define keyboard shortcuts for your most important tags.

The sentence tag will be applied to the end of the sentence you are currently in. If you have multiple sentences selected, they will all be tagged.

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You can remove that same sentence tag just by repeating the same keyboard shortcut.

Learn more about tagging here.

Later, in the Digests view, you can filter and analyze by these sentence tags.

Mentioning

Similarly to sentence shortcuts, type @ to bring up the mention menu, which contains the list of your teammates.

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Later, in the Digests view, you can filter and analyze by these mentions.

Document tags

At the top of the document in the editor, you can add or remove document tags. This is a tag that applies to the whole document. Later, in the Digests view, you can filter and analyze by these document tags.

(These are different to sentence tags, above, which are inline tags you write into the document body, and only apply to the sentence they're in.)

Just like sentence tags, document tags can only contain letters, numbers, and hyphens.

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Saving and exiting

You can leave by saving a draft (which does not publish your document, nor run analysis, nor make available for filtering, nor make available for your team).

You can hit Escape or click the up arrow in the top right of the document to leave and save as a draft.

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If you're ready to publish, click the checkmark in the top-right to save, publish and exit. (Command + Enter will have the same result.)

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Your documents auto-save every few seconds, but if you really need, you can still save by hitting Command + S.

Visibility

Documents are created as private by default. If you would like to share the document with your team, click the Share button at the top of the document.

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You can see in the (document list)[document list]

Document digest

Document digests (enabled by clicking the Digest button at the top of a document, or hitting Command + D) will create a summarized version of your current document in a new sidebar on the right-hand side.

The summary will be show every sentence that is tagged or highlighted, grouped by its tag.

This can be helpful when:

  1. You want to quickly review how a meeting or interview went, right after
  2. You want to write an executive summary at the top of the document
  3. You want to give team members an overview of the document in the future, without doing any extra work

Try copy-pasting your document's Digest into an email or Slack to give team members a quick update on how a meeting went, or what the #followups are.

Importing from other services

Sapium integrates simply with Zapier or other API services that can hit Sapium's webhook.

Coming soon: 2-way sync with Google Docs.

Tagging

Documentation coming soon

Sentence tags versus document tags

Documentation coming soon

Defining key tags for your team to reuse

Documentation coming soon

Keyboard shortcuts

Documentation coming soon

Document list

Clicking on Docs & notes will take you to a list of all the documents for your team or project.

Change the document date

Document dates are defined when documents are saved for the first time. You can only change a document's date from the list view.

Click on the date to show a calendar, and then select a date.

Digests

Documentation coming soon

Scripts

Scripts are a powerful way to automate your interview prep and analysis. They are simple templates that pack a punch.

Scripts

Creating a script

Creating a script is easy. Create a new document, and write the script questions. Turn each script question into a "section" by hitting the shortcut Command + J (see Formatting for the formatting shortcuts like this).

Your script looks like this:

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In the top right menu, toggle Use as a script.

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When you save, exit, and go to your documents list, you'll see the script has a + next to it.

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Using the script

Clicking the + creates a new document from that script, copying all content and tags from the script document into a new one.

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Seeing the results

Once you're done, you can now take advantage of Sapium's analysis in the Digests view.

We are treating each interview question as a section. You can both filter down to sentences that are nested within each interview question, or you can make each row of the table into an individual interview question, as below, allowing you to see all customer answers to a particular interview question:

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Integrating with other services

Documentation coming soon

Using with Sapium's Product Planning module

Documentation coming soon