AI Features

Asking the AI about a specific report

Open the AI tab on any report and ask questions. Answers are grounded in that report only.

3 min read

Every report has an AI tab in the detail view. Open a report, switch to that tab, and type any question in the chat input.

How it works

The AI answers based on the report, its discussion thread, and any meeting transcript saved for that report. It does not use unrelated reports or external data.

Example questions

  • "What are the main blockers mentioned?"
  • "Summarise the key accomplishments in two sentences."
  • "Is there anything that needs immediate attention?"
  • "What follow-up actions should I take based on this report?"

Conversation history

Conversations are saved per user and per report, so your previous questions are available when you return to the same report.

The AI only knows what's in the report. If a detail isn't written down, the AI can't infer it, which is a feature, not a limitation.

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