AI Insights Report (Alpha)

The AI Insights Report action step generates a comprehensive process analysis with multiple sections covering metrics, bottlenecks, variants, trends, and recommendations. Results are cached in an "Insights" folder in your project for reuse.

Alpha Feature: This feature is currently in alpha testing and is only available to tenants with PreRelease enabled. Functionality may change before general release.

Overview

When you configure an AI Insights Report, the system:

Analyzes your enriched dataset
Generates 12 comprehensive analysis sections using AI
Caches results for fast retrieval on subsequent runs
Optionally sends the report via email to selected users

The AI Insights Report serves as a foundation for other AI reports (Process Analyst, GRC, SOP Framework), which can be included as optional attachments.

When to Use AI Insights Report

Use AI Insights Report when you need:

A comprehensive analysis of your process data
Automated identification of bottlenecks and inefficiencies
Variant analysis and conformance insights
Root cause analysis for process issues
Trend identification over time
A starting point for deeper analysis with other AI reports

Report Sections

The AI Insights Report generates the following analysis sections:

Section	Description
Event Log Quality	Data quality assessment including completeness and consistency
Basic Statistics	Case counts, event counts, timeframes, and activity summaries
Process Model	Discovered process flow and activity relationships
Bottleneck Analysis	Identification of delays and processing bottlenecks
Case Duration	Duration statistics and distribution analysis
Variant Analysis	Process path variations and their frequencies
Root Cause Analysis	AI-identified factors contributing to issues
Resource Analysis	Workload distribution and resource utilization
Rework Analysis	Repeated activities and rework patterns
Conformance	Deviations from expected process behavior
Time Trends	Temporal patterns and seasonality
Recommendations	AI-generated improvement suggestions

Configuration

To add an AI Insights Report to your action, click the + button in the Action Steps section and select AI Insights Report.

Dataset Selection

Dataset to Analyze (Required): Select the enriched dataset you want to analyze. Only datasets that have been through the enrichment pipeline are available.

If no datasets appear, you need to:

Go to the Data Designer
Run the enrichment pipeline on your dataset
Return to configure this action step

Force Regenerate Option

Force Regenerate: Controls whether to regenerate analysis sections that already exist.

Unchecked (default): Skips sections that have already been generated. This is faster for subsequent runs when you only need to refresh specific parts.
Checked: Regenerates all 12 sections from scratch, even if cached versions exist.

Use Force Regenerate when:

Your underlying data has changed significantly
You want to capture updated metrics
Previous generation had issues

Additional AI Reports (Optional)

The AI Insights Report can include additional reports as attachments:

Process Analyst Report: Generates an executive-ready improvement report with:

Top 5 prioritized improvement initiatives
Quantified business impact (time savings, cost reduction)
Effort/Impact matrix for decision-making
Automation opportunities
Recommended KPIs to track

GRC Compliance Report: Generates a Governance, Risk, and Compliance report with:

Compliance dashboard with heat map by category
Control-by-control violation analysis
Risk level assessment
Exportable case violation list

SOP Framework Document: Generates a Standard Operating Procedure Word document (when available).

When you select SOP Framework Document, you can optionally specify a Process Name for SOP. If left blank, the dataset name is used.

Email Configuration (Optional)

Send report to: Select users who should receive the generated reports via email. Leave empty to skip email delivery.

All selected additional reports are attached to a single email along with the main Insights Report.

How It Works

Analysis Phase: The system analyzes your dataset and generates each section using AI
Caching: Results are saved to an "Insights" folder in your project
Assembly: Sections are compiled into a formatted report
Distribution: If email recipients are configured, the report is sent

Report Output

The report includes:

Executive summary
Section-by-section analysis
Visualizations where applicable
AI-generated recommendations

Caching Behavior

Reports are cached at the section level:

Each of the 12 sections is stored separately
Unchanged sections load from cache
Modified data triggers regeneration of affected sections
Use Force Regenerate to clear all caches

Best Practices

Prepare your data: Ensure your dataset has been enriched before running the report
Start with default settings: Run without Force Regenerate first to see results quickly
Use additional reports strategically: Only include Process Analyst or GRC reports if you need those specific analyses
Schedule appropriately: For regular updates, schedule the action to run after data refreshes
Review incrementally: Check the Insights folder to see individual section outputs

Example Configuration

Weekly Process Health Report

Setting	Value
Dataset	Production Order Process (Enriched)
Force Regenerate	Unchecked
Include Process Analyst Report	Checked
Include GRC Report	Unchecked
Email Recipients	operations-team@company.com

Monthly Compliance Review

Setting	Value
Dataset	Invoice Processing (Enriched)
Force Regenerate	Checked
Include Process Analyst Report	Unchecked
Include GRC Report	Checked
Email Recipients	compliance@company.com, finance-lead@company.com

Troubleshooting

No datasets available

Solution: Ensure you have at least one enriched dataset. Go to Data Designer and run the enrichment pipeline.

Report takes a long time

Solution:

First run generates all 12 sections, which takes longer
Subsequent runs are faster due to caching
Very large datasets require more processing time

Some sections are missing

Solution: Check if Force Regenerate is unchecked and the section was previously skipped due to errors. Use Force Regenerate to regenerate all sections.

Email not received