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Cutomise Objective Summary Table + AI summary

Planning

Be able to choose elements of summary table (e.g. Start date). Have similar edition capacities as with Discover Table. Additionally regarding the AI summary within the table should be able to be saved in the last prompt similar to the way the new released Report Summary Widget operated.

2 comments

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Comments2

  • Apricot Koala

    •

    Apr 23

    We report typically once a month to our board of trustees.

  • CSM Team

    Team•

    Apr 23

    ALS Association would like to use this for their Board Reporting. They love the objective AI widget but need to be able to lock into place the response to their custom AI prompt.

    They have 11 objectives so it is difficult to use the report summary widget instead.

    As of now, they are asking our AI their custom prompt question within the objective summary widget, copying the response out of Cascade, and then pasting it into a plain text field in the report, and then turning off the objective AI summary field. It is a lot of manual effort!