Discovery
What it is
Section titled “What it is”Discovery is the intake surface for project knowledge. Upload documents (PDFs, spreadsheets, specs), import from Google Drive, or add videos — then let AI extract structured findings that become requirement candidates. The review queue lets you accept, reject, or merge findings before they enter the requirements backlog.
Why it matters
Section titled “Why it matters”Manual requirements gathering is slow and error-prone. Discovery automates the extraction of structured data from unstructured sources, catching requirements that humans might miss and flagging duplicates before they pollute the backlog.
Key concepts
Section titled “Key concepts”- Document zone: Drag-and-drop upload area for files via
DiscoveryDocumentZone - Tabs:
documents,findings,imported,videos— the four discovery views viaDiscoveryTabBar - AI analysis: Documents are analyzed by Claude (Opus tier) to extract findings
- Findings review:
DiscoveryFindingsReviewpresents extracted findings for human review with accept/reject/merge actions - Finding types:
requirement, and other categorized finding types from AI extraction - Duplicate detection:
DuplicateImportDialogwarns when imported findings match existing requirements - Mergeable findings:
MergeableFindingCardlets you merge similar findings into a single requirement - Stats:
DiscoveryStatsshows document count, findings extracted, and review progress - Workflow banner:
DiscoveryWorkflowBannerguides users through the discovery flow - Next step card:
DiscoveryNextStepCardrecommends what to do after document upload - Re-analyze:
ReAnalyzeDialoglets you re-run AI analysis on previously processed documents - Google Drive import: Import files directly from Google Drive via
GoogleDriveImportButton - Import status: Track the state of imports through
ImportStatusPicker - Recently imported:
RecentlyImportedTableshows the latest imports with status
How to use it
Section titled “How to use it”- Navigate to [Program] > Discovery.
- Upload documents by dragging files into the Document Zone, or click Import from Google Drive.
- AI analysis runs automatically; watch the stats update as findings are extracted.
- Switch to the Findings tab to review extracted items.
- Accept findings to promote them to requirements, reject irrelevant ones, or merge duplicates.
- Switch to the Videos tab to upload and analyze video recordings.
- Review the Recently Imported table for status on batch imports.
Data model
Section titled “Data model”This feature uses the following tables:
documents— Uploaded file metadata and storage referencesdocumentAnalyses— AI analysis records per documentdiscoveryFindings— Extracted findings with type, content, and review statusrequirements— Promoted findings become requirements