Research, scripting, and channel analytics in one workflow

Below is a concise overview of Research, Create, and Reflect. Use the underlined links and the small info icons to open longer explanations where you need them.

Research

Understand the landscape before you script.

Find channels, track competitors, and run per-video research with transcripts and top comments when available.

Batch your learnings with group analysis on selected videos, save ideas, and open them into projects when you are ready to create.

Details

Research in the app

Competitors, transcripts, and saved ideas.

Use Search Channels to find YouTube channels and add them under Competitors. Open Videos to browse tracked uploads, filter what matters, and run per-video competitor research: we pull transcripts and top comments where available, and the model runs multiple passes (sentiment and feedback, audience video ideas, script levers).

In Research projects, select multiple researched videos to run group analysis; progress and results show up in Analysis alongside exports from video research. Save standout ideas to your library, then open Video ideas to turn saved ideas into projects.

Credit costs appear before each paid action.

Group analysis

Compare several researched videos in one run.

In Research projects, use the row checkboxes to select videos you have already researched (minimum count and limits are shown in the app). Start group analysis to compare themes, hooks, and opportunities across those videos in one synthesis.

Runs progress in the background; status and results appear in Analysis when complete. Only one group analysis can run at a time for your account, as shown in the UI.

Use the export and save flows from video research to capture ideas, then open Video ideas when you want to move into Create.

Research workflow (step by step)

Steps

  1. Search Channels & competitors — Find channels by name or topic, add them under Competitors, then open Videos to see uploads in one place.
  2. Per-video research — On Videos, run AI research on individual videos using transcript and comments where available; credit badges show before you start.
  3. Group analysis — In Research projects, select researched videos and start group analysis; progress and results land in Analysis.
  4. Save ideas & Video ideas — Save exports from research or group analysis, then browse Video ideas to spin up series or projects.
  5. Into Create — Bring what you learned into series planning and scripting so hooks and scripts stay grounded in research you did in-app.

Create

From series plans to scripts and Shorts.

Plan a series or a standalone video, approve the arc, then generate titles, outlines, hooks, scripts, shot lists, and shorts with your rules and style presets.

Polish with optional extras—rewrites, metaphors, shot suggestions—without losing your voice.

Details

Create — series & projects

Plans, scripts, and shorts in one workspace.

Create a series by giving it a name, a central topic or story, and how many videos you want (long-form or shorts-only). The AI generates a series plan—a text breakdown of what each video will cover. You edit the plan until it is right, then approve it—and the system creates one project per video, each with the right idea.

You can also create standalone long-form projects or standalone shorts without a series.

Scripts, hooks & production

What you can generate per project.

For each project you can generate: title, outline, example hooks, thumbnail ideas (text), full script, shot list, next-video teaser, and color grading notes. Every generation can use your rules and style presets so the output matches your tone and structure.

Optional extras include quotes and parables, visual metaphors, style rewrites, and shot re-use suggestions from past projects.

Series & planning workflow

Steps

  1. Create a series — Name it, describe the story or central topic, set the number of videos and type (long-form or shorts-only).
  2. Generate plan — AI produces an editable text plan for what each video will cover. You see it before any projects exist.
  3. Review the arc — Read end-to-end and adjust tone, depth, or ordering.
  4. Edit and approve — Add, remove, reorder, or reword; approve when it matches what you want to publish.
  5. Projects appear — One project per plan item, each with the right idea; then generate titles, outlines, scripts, and more per project.

Production workflow

Steps

  1. Start from the idea — Each project has an idea (from the series plan or entered manually). Edit it if you want, then generate in any order.
  2. Generate assets — Title, outline, hooks, thumbnail ideas, full script, shot list, teaser, or color notes. Attach rules and style presets.
  3. Polish — Use quotes, metaphors, style rewrites, or shot re-use suggestions; edit until it matches how you want to sound on camera.
  4. Refine & reuse — Request alternatives or extras like “add a parable” or “suggest reusable shots” from previous projects.

Reflect

Analytics and comments for your connected channel.

Connect your YouTube channel to sync uploads, see performance and analytics where available, and dig into comments.

Run AI-assisted theme analysis on comments, browse Video ideas, and keep data scoped to the workspace. Reflect is available when Research access is enabled.

Details

Reflect — channel performance & feedback

Analytics and comments for the YouTube channel you connect.

Reflect uses the YouTube channel you connect through Google (OAuth). It focuses on your uploads and audience signal. Research is where you analyze other channels you track as competitors; the two areas serve different jobs. Data is always scoped to the current workspace so brands and clients stay separate.

Sync uploads, see channel and video performance where analytics are available, dig into comments, run AI theme analysis on comments, and browse Reflect video ideas. If a channel appears both here and under Research as a competitor, the app may link between them for convenience.

Reflect is listed in the navigation for accounts that have Research access. When that access is enabled, Research and Reflect are available together.

Reflect workflow

Steps

  1. Connect your channel — Under Reflect → Connected channel, complete Google OAuth with the scopes we request (read-only Data API and Analytics where applicable).
  2. Sync uploads — We pull your uploads and basic stats; sync may run on a schedule depending on configuration.
  3. Overview, Channel data, Videos — See performance summaries, analytics views where available, and per-video detail including comments.
  4. AI on commentsTheme analysis and related tools use credits; costs are shown before you run.
  5. Video ideas — Use Reflect’s video ideas flow to turn insights into next steps alongside Create and Research.

Rules, shorts & workspaces

Stay on-brand across formats and teammates.

Attach rules and style presets so Series, long-form, and Shorts AI stay on-brand. Repurpose long-form into shorts or run shorts-only series.

Organize work by workspace with roles and permissions for teams and clients.

Details

Rules & style presets

Keep generations on-brand.

Rules are instructions the AI follows when generating. You get system rules (e.g. hook length, structure, tone, platform) and can add custom rules. Each rule is set for which AI generation it applies to (Series AI, Long Video AI, and/or Shorts AI) and which content parts (e.g. script, hooks)—so you only attach relevant rules in each context.

Style presets let you write in a chosen creator’s style or derive your own from sample videos (tone, structure, hooks). Attach a preset to script generation for consistent output.

Rules & presets workflow

Steps

  1. Create or pick rules — Use system rules or add custom rules; set which AI generations and content parts they apply to.
  2. Attach when generating — When generating a series plan, script, or short, select the rules you want for that context.
  3. Style presets — Choose a built-in style or create your own from sample videos; attach for consistent tone and structure.

Shorts

From long-form or standalone.

From any long-form project you can create shorts in two ways: (1) cut from script—use a segment of the main script as the short script, or (2) same topic, new script—AI writes a short-specific script on the same topic.

Standalone shorts (not tied to a long-form project) are supported too. Shorts have their own hooks and can use rules set for Shorts AI so they stay punchy and on-brand.

Shorts workflow

Steps

  1. Project or standalone — From a project, choose “Create short,” or create a standalone short with its own idea.
  2. Choose short typeCut from script: pick a segment. Same topic, new script: AI writes short-form pacing on the same topic.
  3. Rules & generate — Attach rules for Shorts AI; generate or edit hooks and script; use style presets so shorts match your channel.

Workspaces & collaboration

Permissions by channel or client.

Workspaces group series and projects (e.g. by channel or client). The owner invites members by email, creates workspace roles with granular permissions (view series, create series, edit project, run AI, manage rules, etc.), and assigns roles to members.

You can grant or revoke specific permissions per member. Effective access is the union of role permissions plus special grants, minus revokes. Only the owner can invite, remove, and manage roles.

Workspaces workflow

Steps

  1. Create a workspace — Name it (e.g. “Main channel” or “Client X”). You are the owner.
  2. Invite members — Invite by email; new users get a signup link; existing users join the workspace.
  3. Roles — Create roles with specific permissions and assign one or more roles to each member.
  4. Create contentSeries and projects live in the workspace; permissions control who can view, edit, or run AI.

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