Assessments and interviews
Hear from the people who do the work.
Choose the work to understand and invite the people who know it. They answer by chat or voice without an account. See whose answers are still needed, then review the findings before publishing.
5 processes free. No credit card. Includes 1,000 AI credits for your first 30 days.
Inside the tool
New-hire onboarding discovery
- Stakeholders
- 5
- Readiness
- 72%
- Sessions
- 3
- Review items
- 2
Stakeholder matrix
Run analysisCreate interview linksSend invites| Name | Role | Department | Type | Status |
|---|---|---|---|---|
 John Smith | IT Operations Lead | IT Operations | Owner | Completed |
 Jordan Lee | People Operations Manager | People Ops | Owner | Completed |
 Dana Reyes | Sales Hiring Manager | Sales | Participant | Completed |
 Sam Patel | Payroll Specialist | Finance | Participant | In Progress |
 Maya ChenShare by link | Account Executive | Sales | Participant | Invited |
CoverageAnalysis ready
Readiness against the assessment plan.
- Interview completion
- 60%
- Extracted interviews
- 3/3
- Privacy
- Anonymized
Role coverage
Owner: 2Participant: 3
Next actions
Collect more evidence for First-Day Orientation
Inside the tool
Stakeholder matrix
Everyone you’re hearing from, their role type and where their interview stands.
Send invites
Email each person a private link, or create links to share yourself.
Status
Each interview’s progress: Invited, In Progress, Completed.
Coverage
Which interviews are complete and analyzed, and which roles you’ve heard from.
Review
Where a person approves the findings, publishes them and exports the PDF.
Three privacy modes. Chosen before anyone answers.
Choose whether findings name the speaker, use an anonymous label or also hide their role and department. You can make this more private later; the change also updates published findings.
- Attributed
Names stay attached to evidence for highest traceability.
Each quote stays with the person who said it.
- Anonymized
Quotes can be used without naming the speaker.
In the map, the report and published records, people become Interviewee 1, 2 and so on, and roles become their department. Your team’s roster keeps real names.
- Confidential
Use for sensitive reviews with tighter evidence handling.
Like Anonymized, with role and department removed too.
What you can do.
Plan who to hear from
Choose the focus and the type of assessment, from a current-state workflow to implementation readiness, and the mix of executives, owners and participants.
Invite by email or link
Each person gets a private link that works for 14 days, and up to two reminders by email if they haven’t finished.
Chat or voice, no account
People answer in a chat or by voice, save and come back within 7 days, and check a recap before they finish. Interviews run in English, and voice uses 20 AI credits a minute.
Choose how names are shared
Attributed, Anonymized or Confidential, set before anyone answers. You can tighten it later, never loosen it.
Record your meetings
The notetaker joins your calendar meetings to record and transcribe them, at 10 AI credits a minute.
A person approves, then it publishes
Approve each process and finding, publish them to your workspace, and export a PDF readout. New processes arrive Missing owner until someone is assigned.
How it connects.
- BaseProcessesApproved findings publish as processes, with their steps and handoffs. New ones arrive Missing owner.Explore Processes
- DiscoveryPain pointsPain points found in interviews publish linked to the process they slow.Explore Pain points
- BaseStakeholdersAdd the people to interview from your directory, or import them from a spreadsheet.Explore Stakeholders
- BaseMeridi AIReads assessments, guides, coverage and meetings to answer your questions about them.Explore Meridi AI
- DeliveryInitiativesOn a Delivery project, recommendations arrive as proposed initiatives.Explore Initiatives
- DeliveryProjects and plansOn Delivery, move an assessment to a project, and turn meeting transcripts into records for it.Explore Projects and plans
Put it to work.
Explore the workflows that use this tool.
| Feature | Free$0 | Base$29/month | Discovery$79/month | Delivery$149/month |
|---|---|---|---|---|
| Assessments and source review | Not included | Not included | Included | Included |
| Interviews and meetings | Not included | Not included | Included | Included |