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Workspace intelligence

Workspace intelligence summarises everything that happened across a workspace and its rooms in a date range, and answers your follow-up questions. Workspace owners and admins can use it.

How to open workspace intelligence​

  1. Go to the workspace.
  2. Select Intelligence on the workspace (on desktop, the sparkles icon on the workspace header, Workspace intelligence).
  3. On mobile, open the workspace's options menu and select Workspace intelligence under Intelligence.

The Business intelligence window opens for the whole workspace.

How to generate a summary​

  1. Select the date range button (it shows the current range, 30 days by default).
  2. In Select date range, pick a preset — 7 days, 15 days, 30 days, Past 2 months, Past 3 months, Current month, Last month — or Custom, then choose Select from date and Select to date and select Apply Custom Range.
  3. Select Generate summary.

The summary is written in five sections: Executive Summary, Key Outcomes, Priorities, Risks & Blockers and Next Steps.

note

A date range can cover up to 6 months (180 days). Generating the same summary again for the same range returns the saved summary at no extra credit cost.

How to narrow the scope​

  • One room — use the room selector on the left of the title bar to focus on a single room. The window then shows Room Intelligence.
  • One kind of data — use the filter button (All) to choose Notes, Tasks, Meetings or Files.

How to ask a question​

  1. Type in the box that says Ask anything about this workspace....
  2. Send the message. The answer appears in the conversation, and you can keep asking follow-ups.
  3. Use the visibility toggle to keep the conversation Visible only to you or make it Visible to other workspace owners.

What you can do with an answer​

  • Copy or Share the answer.
  • Read aloud to listen to it.
  • Forward it to one or more rooms.
  • Notes saves it as a note in a room, or as a Private Note under Personal.
  • Make it visible to all owners or Make it visible only to you.
  • Delete message removes both the question and the answer.
tip

Saving key answers as notes keeps insights in the room's knowledge, ready for the next review or retrospective.