Use the AI Trip Summary
The AI Trip Summary generates a structured narrative from your trip data using AI. It produces six sections covering the trip as a whole, key decisions, outstanding risks, recommended next actions, and client follow-up points.
PRO plan required. If you are on a free plan, you will see an upgrade prompt when you attempt to generate a summary.
Generate a Summary
- Open a trip and go to AI Trip Intelligence from the trip navigation.
- Select Summarize Trip.
- The AI reads your trip's meetings, notes, action items, and contacts. Generation typically takes a few seconds.
- The summary appears in six sections.
Summary Sections
| Section | What it contains |
|---|---|
| Trip Summary | An overview of the engagement — destination, purpose, and what was accomplished |
| Executive Briefing | A concise briefing suitable for sharing with a manager or stakeholder |
| Key Decisions | Decisions made or confirmed during the trip |
| Outstanding Risks | Risks or issues that remain unresolved |
| Recommended Next Actions | Actions the AI identifies as priorities based on the trip data |
| Client Follow-Up | Follow-up points relevant to client relationships |
Re-generate a Summary
Select ↻ Re-summarize to generate a new summary. Re-generating replaces the current summary with a new one based on the current state of your trip data. If you have added meetings, notes, or action items since the last generation, re-generating will reflect those additions.
Review the Output
AI-generated content is based on the data in your trip. Review each section before sharing or acting on it. The summary reflects what was captured — if key information was not recorded during the trip, it will not appear in the summary.
Privacy
The AI summary is generated from your trip data. No data is shared externally beyond what is required to generate the summary. The model and provider details are not exposed in the application.