Insights
How teams capture sources, notes, evidence, and chat context around trial-facing insight work.
Build understanding from sources
flowchart LR
Sources[Sources] --> Notes[Notes]
Notes --> Insight[Insight workspace]
Insight --> Decision[Reviewed conclusion]
Insights gives teams a structured workspace for gathering source material, annotating it, linking evidence and trials, and exploring the compiled context without losing traceability.
Keep the workspace connected
An insight workspace is more than source storage. It connects:
- source material
- working notes
- linked evidence packs
- linked trials
- insight chat history
Use it before decisions harden
Insights is the right fit when the team needs a traceable working space for understanding a problem before it becomes a wider operational decision.
On the page
| Surface | Purpose | Typical content |
|---|---|---|
| Source workspace | Hold the material under review | Source records and imported context |
| Notes and links | Capture interpretation | Notes, linked evidence packs, linked trials |
| Insight chat | Support exploration | Context-backed chat history tied to the workspace |
What to watch for
Insight work should stay traceable to source material. Chat helps explore the workspace, but it should not replace source-backed evidence or make the surrounding notes and links optional.