Skip to main content

Generate Project Insights

Category: Progress And Reporting

Too much happening on your project to keep track of? This task analyses recent project activity and data changes — checking for new or updated documents, tasks, milestones, and reports since the last run, then generating categorised insights with recommended actions.

Input Parameters​

ParameterTypeRequiredDescription
Lookback Period (Days)NumberNoNumber of days to look back for changes if this is the first run or to override the automatic det...
Focus CategoriesMultiple SelectionNoOptionally limit insights to specific categories. Leave empty to analyze all categories.
Minimum PriorityDropdownNoOnly generate insights at or above this priority level.
Additional InformationTextNoOptional information to guide insight generation (e.g., upcoming milestones, known concerns, area...
Per-run insight capNumberNoHard limit on the number of insights persisted from this run. Surplus candidates remain in the ru...
Open-count ceilingNumberNoIf the project already has this many or more open insights, this run will create a single meta-in...
Auto-archive stale open insights after (days)NumberNoOpen insights older than this with no completed recommended_actions are auto-archived at the end ...

Parameter Details​

Lookback Period (Days)

Number of days to look back for changes if this is the first run or to override the automatic detection. Leave empty to use automatic detection based on last run.

Default: 7

Focus Categories

Optionally limit insights to specific categories. Leave empty to analyze all categories.

Options:

  • risk - Risk
  • opportunity - Opportunity
  • compliance - Compliance
  • budget - Budget
  • schedule - Schedule
  • quality - Quality
  • resource - Resource
  • safety - Safety

Minimum Priority

Only generate insights at or above this priority level.

Options:

  • low - Low (include all)
  • medium - Medium
  • high - High
  • critical - Critical only

Default: low

Per-run insight cap

Hard limit on the number of insights persisted from this run. Surplus candidates remain in the run output for audit.

Default: 5

Open-count ceiling

If the project already has this many or more open insights, this run will create a single meta-insight instead of net-new insights.

Default: 50

Auto-archive stale open insights after (days)

Open insights older than this with no completed recommended_actions are auto-archived at the end of the run with closed_reason=auto_archived_stale.

Default: 30

Outputs​

Summary​

Type: Text/Markdown

Summary

Outputs​

Type: Structured Data (JSON)

Outputs

Completion Time​

Type: String

Completion Time

Report Id​

Type: String

Report ID

Insights Created​

Type: Structured Data (JSON)

Insights Created

All Insights Identified​

Type: Structured Data (JSON)

All Insights Identified

Insights Auto Archived​

Type: Structured Data (JSON)

Insights Auto-archived

Example Use Cases​

Generate risk and schedule insights for the pas...​

Generate risk and schedule insights for the past 2 weeks, focusing on handover preparation.

Configuration:

  • Lookback Days: 14
  • Focus Categories: ['risk', 'schedule']
  • Priority Threshold: medium
  • Additional Context: Preparing for Phase 2 handover next month. Focus on any blockers.

Run with defaults - analyze all categories sinc...​

Run with defaults - analyze all categories since last run or past 7 days.

Tags: insights · project-analysis · automated · monitoring

Last updated: 2026-06-15