AI Features

Executive summaries

How COS users draft, generate, and publish CEO summaries.

3 min read

Chief of Staff users can create weekly executive summaries manually or generate a draft with AI. Draft summaries can be reviewed, edited, saved, or discarded before publishing.

Publishing

Publishing makes the summary visible to CEO users and sends a summary-published notification if that setting is enabled. Published summaries cannot be edited or discarded.

CEO access

CEO users can view published summaries from the Summaries area and CEO dashboard.

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