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AI Brief
AI Briefs automatically generate intelligent summaries of your custom dashboard data and deliver them to Slack channels on your chosen schedule. Use AI to transform complex analytics into digestible insights for your team, with customizable prompts to tailor the content and tone. Set up automated daily, weekly, or monthly briefs to keep stakeholders informed with data-driven insights without manual reporting effort.

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Setting up AI Briefs

1

Navigate to your custom dashboard

Navigate to any custom dashboard you’ve created in Analytics.
AI Briefs are only available for custom dashboards, not prepackaged system dashboards. You must have at least one custom dashboard with widgets to use this feature.
2

Access AI Brief settings

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

Configure delivery settings

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

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Configuration Options

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Delivery Settings

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Slack delivery channels
Multi-select
required
Select one or more Slack channels where the AI brief will be delivered. You can send the same brief to multiple channels simultaneously.
The Ravenna bot must be a member of the selected channels to post the brief.
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Delivery cadence
Radio Group
required
Choose how frequently the AI brief is generated and sent

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Scheduling Options

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Time (UTC)
Time
required
Set the specific time when the brief will be sent, using 24-hour format in UTC timezone. For example, 09:00 for 9:00 AM UTC.
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Day of week
Select
Available for weekly cadence. Choose which day of the week the brief will be sent (Sunday through Saturday).
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Day of month
Select
Available for monthly cadence. Choose which day of the month the brief will be sent (1st through 31st).

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Content Customization

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Prompt
Textarea
Optional custom instructions to guide the AI’s tone, focus, or format. Use this to tailor the brief for your specific audience or emphasize particular aspects of the data.

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How AI Briefs Work

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Content Generation Process

AI Briefs follow a sophisticated process to create meaningful summaries:
  1. Widget Analysis: The system analyzes all widgets 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 (Optional): 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 Slack channels

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Brief Structure

Each AI brief contains: Executive Summary: A 3-5 sentence overview highlighting key metrics and trends from across all dashboard widgets 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 widgets within your custom dashboard
  • Data based on the dashboard’s configured date range
  • Key metrics, trends, and performance indicators
  • Comparative analysis where relevant

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Managing AI Briefs

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Editing Schedules

To modify an existing AI brief schedule:
  1. Navigate to the dashboard with an active AI brief
  2. Click the AI Brief button in the dashboard header
  3. Make your changes to timing, channels, or prompt
  4. Click Update to save changes

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Deleting Schedules

To remove an AI brief schedule:
  1. Open the AI brief configuration modal
  2. Click the trash icon in the form
  3. Confirm deletion
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

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Prompt Optimization

  • 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

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Scheduling Considerations

  • 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

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Dashboard Setup

  • Meaningful widgets: Include widgets 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