What is the AI summary on my insights screens?
Five insights screens open with a short written summary of last week. It is free on every plan, and asking for a summary of your own date range or filter costs one credit.
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Five screens now open with a strip at the top holding a few sentences about last week: Work times, Productivity, Task insights, App summary and Advanced insights. It is there to save you reading the table before you know whether anything moved.
What it says, and what it deliberately does not
The summary is written to point at change rather than repeat the totals that are already on the screen. It compares last week with the week before it and says which way the numbers went, by how much, and what stood out. Each screen gets its own summary, written from that screen's own figures: the one on Work times talks about worked, idle and break time, the one on App summary talks about the applications your team used.
The figures in the summary come from the same place as the table under it. If the table says 3h 19m, the summary says 3h 19m.
The weekly summary is free
- It is available on every plan, including the trial, and costs no credits.
- It covers the last full week, so it does not change under you during the week.
- It is written once and then shared: everyone in your organization who opens that screen reads the same text.
- If there was not enough activity that week to say anything useful, the strip says so and nothing is generated.
Summarising your own view costs one credit
When you pick your own date range or apply a filter, the weekly text no longer describes what you are looking at, so it is hidden and a button appears instead. Press it and a summary of exactly that view is written for one credit. The same applies to a team, a project or a task you filtered by: the summary follows the filters on the screen, not just the dates.
That summary is kept against the view you asked for. Opening the same range and filter again brings it straight back at no further cost, including after a refresh or on somebody else's screen. Credits are the same ones the Productivity Coach uses, and you top them up from the subscription screen.
Who sees it, and how to switch it off
Insights screens are for owners, co-owners and managers, and a manager only ever sees their own team. The summary follows the same rule as the table under it, so a manager's summary describes their team and nothing wider.
Owners and co-owners can turn the whole thing off, hide it from co-owners, stop it being written automatically, or cap the monthly spend. All of that lives in the AI features tab in organization settings.
What is sent, and what is not
The summary is written by a language model from the same aggregate figures the screen shows: totals per day, per app or per task, and the change against the previous period. Employee names are replaced before anything leaves Worktivity, so the model works with anonymous labels rather than a list of who did what. No screenshots, no window titles and no keystrokes are involved at any point.
When you want more than a paragraph
The strip links to Productivity Coach, which reads the same period in depth and produces a full written report rather than a few sentences. Ordering a coach report covers what it costs and how long it takes.
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How do I turn AI features on or off?
Every AI feature has its own switch in Organization settings, along with a monthly credit limit and this month's spend.
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How do I schedule productivity coach reports?
A rule orders coach reports on a schedule and emails them, and it tells you what a run will cost before anything is charged.
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How do I order a productivity coach report?
One report per person, ordered from the Productivity coach screen, paid for in credits and produced in a queue.
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How do I read a productivity coach report?
Which sections a report carries depends on the type that was ordered, and every figure in it comes from tracked activity in the chosen period.
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What does the Work times report show?
Work, break and idle minutes for the whole organization over a range, team by team, with activity level and late clock-ins.
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Still stuck?
Three different questions, three different places to ask them.