Get the most out of Signal PlayBook AI for standup prep and staff insights.
Asking the AI about a specific report
Open the AI tab on any report and ask questions. Answers are grounded in that report only.
AI staff performance analysis
How managers and the COS can use AI to surface patterns across a staff member's report history.
Using meeting transcripts with AI
How Chief of Staff users can enrich report AI with meeting notes.
Executive summaries
How COS users draft, generate, and publish CEO summaries.
Standup prep: AI-powered briefing (Chief of Staff)
Generate an executive briefing from the latest reports before your leadership standup.
Executive AI: ask anything about your organisation
Leadership Q&A grounded in weekly reports and your knowledge base, with citations, charts, and scope filters.
Knowledge Base: control what the AI can read
Upload company documents the Executive AI grounds its answers in, organised in folders with per-document control.
Connectors: live signals from your tools
Link operational tools so commits, pull requests, and tickets become evidence the Executive AI can read.
Asking the AI about the leaderboard
An Ask AI panel on the leaderboard explains rankings, score movements, and dimension breakdowns.
AI credits and budgets
How AI usage is measured, what credits buy, and how admins allocate per-user budgets.
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