Summarize the day's reports with AI summary

“AI summary” is the screen where AI condenses the day's or the last 7 days' submissions per member. This article covers generating a summary, choosing focus and detail, and checking the original report.

Steps

Important: A summary is AI-generated reference material. Always review it before using it for instructions or appraisal. The original report is the formal record.

1. Press “View AI summary” at the end of “Feed”. You can also open it from “Submissions”.
2. Choose “Daily” or “Weekly”. “Weekly” covers the last 7 days.
3. Under “Focus”, choose “Balanced”, “Safety & risk” or “Numbers & results”.
4. Under “Detail”, choose “Standard” or “Concise”.
5. Press “Generate AI summary”. On “Weekly” the button reads “Generate weekly AI summary”.
6. You are done when “Whole team” and the per-member summaries appear.

Tip: Your focus and detail choices stay on this device, so the next visit starts from the same settings.

If it does not work

• The generate button is missing — nothing was submitted that day, so there is nothing to summarize. Check “Submissions”.
• A notice says the generation limit is reached — wait a while, then press “Generate AI summary” again.
• Someone is missing from the summary — on busy days only some reports are covered. Use “View original” in the list of submitted reports below.

FAQ

• Are summaries made automatically? — No. AI only runs when you press “Generate AI summary”.
• Can I check the original report? — Yes. “View original” opens the report, and you can react to it there.
• Are mood entries included? — No, mood is left out of summaries.
• Can I summarize one team? — Yes. With more than one team, use the team selector above to narrow to one.

Read next

• Read reports in the feed and send a reaction — reading one at a time.
• Check submissions and register days off — seeing who has not submitted.