Analytics Funnel

We track the user lifecycle as an 8-stage funnel. Each stage has key events that tell us whether users are progressing. For implementation details and the full event catalog, see the developer analytics docs.

[                   1. Acquisition                  ]
[          2. Install         ][ 2a. Waitlist ]
[        3. Onboarding       ]
[      4. Activation      ]
[    5. Habits     ]
[  6. Retention ]
[ 7. Convert ]
[8. Paying]

1. Acquisition (website visits)

Standard PostHog pageview and session tracking.

2. Converting visits to app installs

• download_clicked — platform, spec, source
• show_main_window — fired whenever the app is opened. First occurrence marks install.

Optional:

• reminder_requested — mobile waitlist signup
• os_waitlist_joined — unsupported OS waitlist signup

3. Onboarding

• onboarding_step_viewed — freshly downloaded users see this on first open
• user_signed_in + identify() — account created
• onboarding_completed — finished onboarding flow

4. Activation (first summary)

• note_created — has_event_id
• session_started — has_calendar_event, stt_provider, stt_model
• note_enhanced — is_auto, llm_provider, llm_model, template_id (this is the summary)

5. Building habits (multiple meeting notes)

• Repeated note_created events
• Repeated session_started events
• Repeated note_enhanced events
• file_uploaded — file_type (audio/transcript imports)
• message_sent — chat engagement
• search_performed — searching past notes
• session_exported — format, getting value out of notes

6. Retention (coming back)

• Repeated note_enhanced over multiple days/weeks
• Repeated tab_opened — view
• note_edited — revisiting old notes
• search_performed — referencing past content

7. Conversion (trial to pro)

• upgrade_clicked — plan: "pro"
• User property: plan changes from trial to pro
• User property: trial_end_date for timing analysis

8. Retention (keep paying)

• Continued session_started, note_enhanced, note_created post-conversion
• settings_changed — ongoing engagement with app config
• data_imported — deepening investment in the platform
• Absence of user_signed_out

Segmentation properties

Key user properties for segmentation across all stages:

is_signed_up, plan, trial_end_date, has_configured_ai, platform, app_version, current_stt_provider, current_llm_provider