Create summary insights with AI

Overview

A well-researched journey can hold dozens of insights per lane, which is great for evidence and terrible for a quick read. The summarize action creates a summary insight: a single AI-generated insight that rolls up the insights in a lane, with the originals attached underneath as evidence. This article covers how to create a summary insight and how summary insights behave differently from regular ones.

Note: Summarizing requires AI to be enabled for your organization and workspace.

Create a summary insight

The summarize action works per lane: it aggregates the insights within one insights lane on the journey canvas.

1. Open your journey on the canvas.
2. Go to the header of the insights lane you want to summarize.
3. Open the lane's AI dropdown.
4. Choose Summarize journeys.
5. The AI creates a summary insight that aggregates the insights in the lane.

Note: Despite the name of the action, the summary covers the insights in that single lane, not the whole journey. To summarize a full journey across lanes, summarize each insights lane, or ask the TheyDo Agent for a narrative summary of the journey.

How summary insights behave

A summary insight is a real insight in your library, but it works a little differently because its evidence is other insights rather than quotes:

• The Quotes tab is hidden. The evidence behind a summary insight is its child insights, and those carry the quotes.
• The Insights tab is labeled Summary evidence and lists the child insights the summary was built from.
• You can't manually link additional child insights to a summary insight.
• In the insight library, summary insights show an AI sparkle icon in the Origin column (hover shows Summarized by AI).

Note: Summary insights can't be merged with other insights.

When to use it

Summary insights work best as the executive layer on top of detailed research: a stakeholder opens the summary, gets the headline, and can drill into the child insights when they want the detail. They're also useful before a readout or review, when you need to compress a lane's worth of findings into something a room can absorb.

Tip: Re-run the summarize action after a major mining run or research push, so the summary reflects the current state of the lane rather than the state from a quarter ago.