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Show what has changed on the project since you last looked

Category: Progress And Reporting

Checks new and updated documents, tasks, milestones and reports, then sets out what it means and what to do about it.

Input Parameters​

ParameterTypeRequiredDescription
Lookback Period (Days)NumberNoHow many days to look back for changes when nothing has been checked before, or to override the a...
Focus CategoriesMultiple SelectionNoOptionally limit insights to particular categories. Leave empty to cover them all.
Minimum PriorityDropdownNoOnly generate insights at or above this priority level.
Additional InformationTextNoOptional information to guide insight generation (e.g., upcoming milestones, known concerns, area...
Most insights to keepNumberNoHard limit on how many insights are saved this time. Anything above it still appears in the resul...
Open-count ceilingNumberNoIf the project already has this many or more open insights, a single summary insight is created i...
Auto-archive stale open insights after (days)NumberNoOpen insights older than this with no completed actions are archived automatically at the end, ma...

Parameter Details​

Lookback Period (Days)

How many days to look back for changes when nothing has been checked before, or to override the automatic detection. Leave empty to detect it automatically.

Default: 7

Focus Categories

Optionally limit insights to particular categories. Leave empty to cover them all.

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

Most insights to keep

Hard limit on how many insights are saved this time. Anything above it still appears in the result, for audit.

Default: 5

Open-count ceiling

If the project already has this many or more open insights, a single summary insight is created instead of new ones.

Default: 50

Auto-archive stale open insights after (days)

Open insights older than this with no completed actions are archived automatically at the end, marked as 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

Disclaimer​

Type: Array

Disclaimer

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.

Check every category since the last time​

Use the defaults and cover every category since the last check, or the past 7 days.

Tags: insights · project-analysis · automated · monitoring

Last updated: 2026-08-31