How to use the Insight synthesis template

Start a board from it
Use this template opens a new Freero board with the Insight synthesis template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Insight synthesis”.
Follow the instruction on the board
“Observations are facts with a source. An insight explains why; an implication says what to do. Every insight should point to at least two observations.”
Fill in each part
- We observed Facts from interviews, tests and data. Note the source.
- This means The pattern behind several observations.
- So we should What the team does next because of it.
- Still unsure Questions the research raised but didn’t answer.
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Insight synthesis board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Insight to action
Take a finding from data and walk it through to a decision: what you saw, why it matters, what it might mean and what you will do.
Research repository index
One place to find past research: each study’s question, date, method, key finding and where the full material lives.
Affinity map
Turn a pile of research notes into themes, with one insight written under each.
Research plan
Plan a study before booking anyone: the decision it informs, the questions, method, participants, timeline and how you’ll share it.
Interview guide
A discussion guide for customer interviews: warm-up, their story, the problem in depth, current workarounds and wrap-up.
Survey results readout
Share survey results so people act on them: who answered, the headline, surprises, quotes and what changes.