The AI summary

A written brief on the account's health, generated per run.

Each run can include an AI-written narrative summary - a plain-English brief covering the account's overall health, the key issues the run found, and suggested priorities.

What it's for

The decisions table is the detail; the summary is the shape. It's the fastest way to orient on an account you haven't looked at in a week - and it reads well enough to seed a client update.

What it needs

The summary is generated when the account has AI summaries enabled (an AI key configured for the account). Without it, the run completes normally with every recommendation intact - only the narrative layer is skipped.

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Good to know. The summary is generated fresh from each run's actual results - it's a reading of this run's data, not a template.

RELATED ARTICLES

Reading the dashboard

Every account's state at a glance - pacing, CPA, verdicts, lifecycle mix.

Reading a decision card

Everything behind a recommendation, on one card.

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