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Automatically generate AI-powered summaries of data and deliver them to Slack channels on a scheduled basis. AI Briefs transform complex analytics into digestible insights, with customizable prompts to tailor content and tone for your team. Set up automated daily, weekly, or monthly briefs to keep stakeholders informed with data-driven insights without manual reporting effort.
AI Briefs are only available for custom dashboards, not prepackaged system dashboards. You must have at least one custom dashboard with to use this feature.
Learn more about creating custom dashboards

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Setting up AI Briefs

1

Navigate to your custom dashboard

Navigate to any you’ve created in .
2

Access AI Brief settings

Click the AI Brief button in the dashboard header to open the configuration modal.
3

Configure delivery settings

Set up your delivery preferences including , cadence, and custom instructions.

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Configuration

Configure where, when, and how your AI briefs are generated and delivered.

Delivery settings

Control where your AI briefs are sent and how often they’re generated.Slack delivery channels (required)
  • Select one or more where the AI brief will be delivered
  • Send the same brief to multiple channels simultaneously
  • The Ravenna bot must be a member of the selected channels to post briefs
Delivery cadence (required)
  • Daily: Brief sent every day at the specified time
  • Weekly: Brief sent once per week on the selected day
  • Monthly: Brief sent once per month on the selected date
Set the specific timing for when briefs are generated and delivered.Time (UTC) (required)
  • Set the specific time when the brief will be sent
  • Use 24-hour format in UTC timezone (for example, 09:00 for 9:00 AM UTC)
  • Calculate the appropriate time for your team’s timezone
Day of week
  • Available for weekly cadence only
  • Choose which day of the week the brief will be sent (Sunday through Saturday)
Day of month
  • Available for monthly cadence only
  • Choose which day of the month the brief will be sent (1st through 31st)
Tailor the AI brief’s tone, focus, and format for your specific audience.Prompt (optional)
  • Provide custom instructions to guide the AI’s tone, focus, or format
  • Tailor the brief for specific audiences or emphasize particular aspects of the data
  • Example prompts:
    • “Summarize each widget, highlight standout numbers, and keep the tone clear and professional”
    • “Focus on week-over-week changes and provide actionable insights for leadership”
    • “Use a casual tone suitable for the engineering team and emphasize technical metrics”
    • “Highlight any concerning trends and provide context for decision-making”

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How AI Briefs work

AI Briefs analyze your data and generate structured summaries delivered to Slack.

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Content generation process

1

Widget analysis

The system analyzes all in your dashboard and generates insights for each one.
2

Data synthesis

AI combines individual widget insights into a cohesive executive summary.
3

Custom rewriting

If you provide a custom prompt, the AI rewrites the brief according to your specific instructions.
4

Slack delivery

The formatted brief is sent to all specified .

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Brief structure

Each AI brief contains two main sections: Executive summary
  • 3-5 sentence overview highlighting key metrics and trends from across all dashboard
Widget insights
  • Bullet points for each dashboard widget containing:
    • Widget name (automatically included)
    • Key metrics and data points
    • Notable trends or changes
    • Top performing metric (when applicable)

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Data coverage

AI Briefs analyze all within your based on the dashboard’s configured date range, including key metrics, trends, performance indicators, and comparative analysis where relevant.

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Managing AI Briefs

Update or remove AI brief schedules directly from the dashboard configuration modal.

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Edit schedules

1

Navigate to dashboard

Navigate to the dashboard with an active AI brief.
2

Open AI Brief settings

Click the AI Brief button in the dashboard header.
3

Update settings

Make your changes to timing, channels, or prompt.
4

Save changes

Click Update to save changes.

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Delete schedules

1

Open AI Brief configuration

Open the AI brief configuration modal from the dashboard header.
2

Delete schedule

Click the trash icon in the form.
3

Confirm deletion

Confirm deletion to remove the schedule.
Deleting an AI brief schedule cannot be undone. The automated delivery will stop immediately and you’ll need to recreate the schedule if you want to resume briefs.

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Best practices

Optimize your AI briefs for maximum impact and team engagement.

Prompt optimization

Create effective custom prompts that guide AI to generate actionable insights.
  • Be specific: Instead of “make it casual,” try “use a friendly tone appropriate for the customer success team”
  • Focus on outcomes: Guide the AI toward actionable insights rather than just data recitation
  • Consider your audience: Tailor language and emphasis for executives, operators, or technical teams
  • Test and iterate: Refine your prompts based on the quality of generated briefs
Choose timing and frequency that maximizes visibility and impact.
  • Time zones: All times are in UTC, so calculate the appropriate time for your team’s timezone
  • Slack activity: Schedule briefs for times when your team is likely to see and act on them
  • Data freshness: Ensure your dashboard’s date range captures the most relevant recent data
  • Frequency balance: Choose a cadence that provides value without overwhelming recipients
Structure your to generate meaningful briefs.
  • Meaningful widgets: Include that tell a complete story about your metrics
  • Clear naming: Use descriptive widget names that will make sense in the brief context
  • Appropriate date ranges: Configure dashboard date ranges that provide relevant insights for your cadence