Email 3: Structure the interview before it begins

You’ve clarified your hypotheses.

You’ve designed questions to explore them.

Now make sure your interviews are structured before they start.

Go to Step 3: Connect your Calendar and Meeting Assistant.

Connect your Google or Outlook calendar (access is read-only).
Choose how interviews should be recorded:
- Innovation Within meeting assistant, or
- Zoom cloud recording.

You can configure the assistant to:

Join specific meetings you toggle on,
Join all meetings with a web conference link, or
Join meetings that contain specific keywords in the title or description.

When you toggle a meeting on inside the platform, you’ll be prompted to create the interview.

You’ll enter:

The interviewee’s name
The interview template that corresponds to the relevant customer segment

This matters.

By selecting the interview template in advance, your questions will automatically appear in the interview notes page.

During the call:

You can read the questions directly from the screen.
Check them off as you ask them.
Capture notes alongside each question.

If you forget to create the interview beforehand, you can still choose the interview template when you open it. The system will paste the questions into your notes field so you can follow the same structured process.

After the interview:

The recording is preserved.
A transcript is generated.
Your notes and checklist remain attached to the session.

This structure reduces cognitive drift and preserves the fidelity of your data.

Set this up before scheduling your next interview.

Read the next onboarding article → What an insight actually is