What is the Overview Insight?
The Insight Overview is a dashboard of AI-generated insight cards that analyze all dataset in a Collection. Each card answers a specific question or summarizes a specific aspect of your data — patterns, trends, risks, key metrics, and more.
Every Collection starts with a default Summary card. You can add as many additional insight cards as you need, each with its own instruction telling the AI what to analyze.
Where to find it
Open any Collection.
Click the Overview tab at the top.
Insights are generated automatically after documents are processed and update as new documents are added.
The default Summary card
When you create a Collection and upload documents, a Summary insight is generated automatically. It provides a high-level overview of the Collection's content — key metrics, common patterns, and notable outliers.
You can edit the Summary card's instruction to change what it focuses on, or delete it if you don't need it.
Adding a new insight card
Go to the Overview tab.
Click the + Add Insight button at the bottom of the page.
Fill in the Add Insight dialog:
Emoji — Click the emoji icon to pick a visual label for the card (defaults to 💡).
Title — Give the insight a descriptive name (e.g., "Vendor Spend Breakdown", "Risk Assessment").
Description — Write an instruction telling the AI what to analyze. Be specific about what you want.
Click Create.
If the Collection already has data, the AI generates the insight immediately. If the Collection is empty, the insight will be generated once you add data.
Writing effective instructions
The instruction is the most important part of an insight card. It tells the AI exactly what to analyze and how to present the results.
Tips for writing good instructions:
Be specific about what metrics or patterns you want
List the exact items you want the AI to surface
Mention how you want the results structured (e.g., "as a ranked list", "grouped by category")
Example instructions:
Use case | Instruction |
Financial summary | Summarize invoice metrics: total amount and outstanding balance, top 5 vendors by spend, overdue invoices count and value |
Risk assessment | Identify contracts with high-risk clauses — missing liability caps, automatic renewal without notice periods, or one-sided termination rights. Rank by severity. |
Compliance check | List all documents missing required fields: signature date, approval stamp, or compliance certification. Show a count and list the specific documents. |
Trend analysis | Compare quarterly revenue figures across all reports. Highlight quarters with >10% growth or decline and note any seasonal patterns. |
Key dates | Extract all upcoming deadlines, renewal dates, and expiration dates within the next 90 days. Sort by date and flag any that are within 30 days. |
Comparison | Compare the terms of the top 3 vendors by contract value — pricing structure, payment terms, SLA guarantees, and penalty clauses. |
Editing an insight card
You can change a card's title, emoji, or instruction at any time:
Inline editing — Click the card's title text directly to rename it. Click the emoji to change it.
Full editing — Click the ⋯ (three-dot) menu on the card and select Edit to open the edit dialog, where you can change the title, emoji, and instruction.
When you change the title or instruction, the AI automatically regenerates the insight with the updated instruction.
Actions on each insight card
Every insight card has a ⋯ (three-dot) menu with the following actions:
Action | What it does |
Edit | Open the edit dialog to change the title, emoji, or instruction |
Copy | Copy the full insight content (as plain text) to your clipboard — ready to paste into emails, reports, or documents |
Refresh | Regenerate the insight from scratch using the latest data (credits will be used) |
Delete | Permanently remove the insight card |
Viewing the full insight
Click any insight card to open it in a detail modal that shows the full AI-generated content with:
Formatted text — The insight is rendered as rich markdown with headers, lists, tables, and bold text.
Citations — Numbered badges (e.g., [1], [2]) link back to the exact source documents and pages. Click a citation to see where the information came from.
Navigation — Use the left/right arrows to move between insight cards without closing the modal.
Copy — Use the three-dot menu in the modal header to copy the full content to your clipboard.
Keeping insights up to date
Insights can become stale as you add, edit, or remove data. You have two options:
Manual refresh — Click Refresh from the three-dot menu on any card, or click the Refresh now banner that appears when data changes are detected.
Auto-refresh — Set a schedule (e.g., daily, weekly) so the insight regenerates automatically. See the article How does Insight Auto-refresh work? for details.
When an insight has unrefreshed data changes, a purple badge appears on the card showing the number of pending changes.
Overview vs. Tabular View vs. Document View
View | Purpose |
Insight Overview | AI-analyzed patterns, trends, and metrics across all documents |
Tabular View | Compare specific fields across documents side by side |
Document View | Verify AI extractions against the original document |
All three views reference the same underlying data. Switch between them depending on the task.