Guide
Insights guide
Insights help you spot communication risk before a client relationship feels quiet, blocked, or unclear.
Last updated May 2026
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What communication insights show
Insights summarize saved project communication, highlight repeated risks, and suggest next actions. They work best after a project has several saved updates.
How to use insights safely
- Generate insights from recent project history.
- Review project-level summaries, risks, and suggestions.
- Use suggested actions to decide who needs the next update.
Workflow example
After a few weeks of updates, run insights to see whether approvals, missing assets, or unclear decisions are repeatedly delaying a project. Then draft a focused follow-up that asks for the next concrete action.
Related guides
Start with the real workflow
Open the workspace, choose a project, and draft a client-ready update with project memory and History.
Get started