> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ravenna.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# AI briefs

> Schedule AI-generated dashboard summaries and deliver them to Slack channels daily, weekly, or monthly to keep stakeholders informed automatically.

Automatically generate AI-powered summaries of <Tooltip headline="Custom dashboard" tip="Tailored analytics dashboards with specific metrics" cta="Learn about custom dashboards" href="/documentation/measure/analytics#custom-dashboards">custom dashboard</Tooltip> 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.

<Note>
  AI Briefs deliver to Slack channels today. Delivery to Microsoft Teams channels is not yet supported in the current beta. See the [Microsoft Teams integration overview](/integrations/microsoft-teams/overview).
</Note>

Set up automated daily, weekly, or monthly briefs to keep stakeholders informed with data-driven insights without manual reporting effort.

<Info>
  AI Briefs are only available for custom dashboards, not prepackaged system dashboards. You must have at least one custom dashboard with <Tooltip headline="Widgets" tip="Individual analytics cards showing specific metrics" cta="Learn about analytics" href="/documentation/measure/analytics">widgets</Tooltip> to use this feature.
</Info>

<Callout icon="link" color="#6B7280">
  Learn more about [creating custom dashboards](/documentation/measure/analytics#custom-dashboards)
</Callout>

***

## Setting up AI Briefs

<Steps>
  <Step title="Navigate to your custom dashboard">
    Navigate to any <Tooltip headline="Custom dashboard" tip="Tailored analytics dashboards with specific metrics" cta="Learn about custom dashboards" href="/documentation/measure/analytics#custom-dashboards">custom dashboard</Tooltip> you've created in <Tooltip headline="Analytics" tip="Reporting and metrics tracking system" cta="Learn about analytics" href="/documentation/measure/analytics">Analytics</Tooltip>.
  </Step>

  <Step title="Access AI Brief settings">
    Click the **AI Brief** button in the dashboard header to open the configuration modal.
  </Step>

  <Step title="Configure delivery settings">
    Set up your delivery preferences including <Tooltip headline="Slack channels" tip="Communication channels in your Slack workspace" cta="Learn about Slack integration" href="/integrations/slack/overview">Slack channels</Tooltip>, cadence, and custom instructions.
  </Step>
</Steps>

***

## Configuration

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

<AccordionGroup>
  <Accordion title="Delivery settings" defaultOpen>
    Control where your AI briefs are sent and how often they're generated.

    **Slack delivery channels** (required)

    * Select one or more <Tooltip headline="Slack channels" tip="Communication channels in your Slack workspace" cta="Learn about Slack integration" href="/integrations/slack/overview">Slack channels</Tooltip> 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
  </Accordion>

  <Accordion title="Scheduling">
    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)
  </Accordion>

  <Accordion title="Content customization">
    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"
  </Accordion>
</AccordionGroup>

***

## How AI Briefs work

AI Briefs analyze your <Tooltip headline="Custom dashboard" tip="Tailored analytics dashboards with specific metrics" cta="Learn about custom dashboards" href="/documentation/measure/analytics#custom-dashboards">custom dashboard</Tooltip> data and generate structured summaries delivered to Slack.

### Content generation process

<Steps>
  <Step title="Widget analysis">
    The system analyzes all <Tooltip headline="Widgets" tip="Individual analytics cards showing specific metrics" cta="Learn about analytics" href="/documentation/measure/analytics">widgets</Tooltip> in your dashboard and generates insights for each one.
  </Step>

  <Step title="Data synthesis">
    AI combines individual widget insights into a cohesive executive summary.
  </Step>

  <Step title="Custom rewriting">
    If you provide a custom prompt, the AI rewrites the brief according to your specific instructions.
  </Step>

  <Step title="Slack delivery">
    The formatted brief is sent to all specified <Tooltip headline="Slack channels" tip="Communication channels in your Slack workspace" cta="Learn about Slack integration" href="/integrations/slack/overview">Slack channels</Tooltip>.
  </Step>
</Steps>

### Brief structure

Each AI brief contains two main sections:

**Executive summary**

* 3-5 sentence overview highlighting key metrics and trends from across all dashboard <Tooltip headline="Widgets" tip="Individual analytics cards showing specific metrics" cta="Learn about analytics" href="/documentation/measure/analytics">widgets</Tooltip>

**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)

### Data coverage

AI Briefs analyze all <Tooltip headline="Widgets" tip="Individual analytics cards showing specific metrics" cta="Learn about analytics" href="/documentation/measure/analytics">widgets</Tooltip> within your <Tooltip headline="Custom dashboard" tip="Tailored analytics dashboards with specific metrics" cta="Learn about custom dashboards" href="/documentation/measure/analytics#custom-dashboards">custom dashboard</Tooltip> based on the dashboard's configured date range, including key metrics, trends, performance indicators, and comparative analysis where relevant.

***

## Managing AI Briefs

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

### Edit schedules

<Steps>
  <Step title="Navigate to dashboard">
    Navigate to the dashboard with an active AI brief.
  </Step>

  <Step title="Open AI Brief settings">
    Click the **AI Brief** button in the dashboard header.
  </Step>

  <Step title="Update settings">
    Make your changes to timing, channels, or prompt.
  </Step>

  <Step title="Save changes">
    Click **Update** to save changes.
  </Step>
</Steps>

### Delete schedules

<Steps>
  <Step title="Open AI Brief configuration">
    Open the AI brief configuration modal from the dashboard header.
  </Step>

  <Step title="Delete schedule">
    Click the trash icon in the form.
  </Step>

  <Step title="Confirm deletion">
    Confirm deletion to remove the schedule.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

***

## Best practices

Optimize your AI briefs for maximum impact and team engagement.

<AccordionGroup>
  <Accordion title="Prompt optimization" defaultOpen>
    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
  </Accordion>

  <Accordion title="Scheduling considerations">
    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
  </Accordion>

  <Accordion title="Dashboard setup">
    Structure your <Tooltip headline="Custom dashboard" tip="Tailored analytics dashboards with specific metrics" cta="Learn about custom dashboards" href="/documentation/measure/analytics#custom-dashboards">custom dashboard</Tooltip> to generate meaningful briefs.

    * **Meaningful widgets**: Include <Tooltip headline="Widgets" tip="Individual analytics cards showing specific metrics" cta="Learn about analytics" href="/documentation/measure/analytics">widgets</Tooltip> 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
  </Accordion>
</AccordionGroup>