Weekly AI Briefings
The weekly AI briefing is a short report written for your organisation's administrators. Each week it looks at what happened across your organisation, flags what needs attention and suggests what to do next, based on the goals you've set.
Weekly briefings need to be turned on for your organisation by Qik. If you're an administrator and don't see Insights in the sidebar, contact support.
What's in a briefing
Each briefing has a headline and a few sections:
- At a glance — the week's key numbers.
- Needs attention — things that may need someone to act, such as a drop in registrations or work piling up in a workflow.
- Suggested next moves — practical suggestions tied to your goals.
- Trends — how things are changing over time.
Every item is based on your organisation's real data. Click Where this comes from on an item to see the sources it was drawn from, or Ask Qikbot about this to dig in with the AI assistant (if Qikbot is enabled for your organisation).
When briefings arrive
A new briefing is produced once a week, by default early on Monday morning in your organisation's timezone, covering the week before. Administrators are emailed when it's ready, and a dot appears next to Insights in the sidebar until you've read it.
Reading a briefing
- Click Insights in the dashboard sidebar. The latest briefing opens.
- Expand items to see their sources, or ask Qikbot about them.
- Click Download PDF to save or print a copy to share at a team meeting.
If you see No briefing yet, your first one will arrive on the next scheduled run.
Setting your goals
Briefings use your goals to decide what matters and what to suggest. Good goals make for much more useful briefings.
- Open the organisation menu in the top bar and choose Organisation Settings.
- In the Goals section, click Add goal.
- Enter the Goal (for example "Grow membership") and What success looks like (for example "300 active members by June"). You can add up to five goals.
- Click Save Changes.
If you haven't set goals, the AI may draft some for you from your organisation's activity. These are marked Drafted by AI — please check and save. Review and edit them, then save to confirm.
The briefing also reads the AI Assistant Preamble in Organisation Settings, so a clear description of what your organisation does and the names of your programs helps it too. See The Qik AI Assistant.
Who can see briefings
Briefings are only for organisation administrators. Other staff don't see Insights and aren't emailed, whatever their roles, because a briefing is a summary of the whole organisation.
Costs
Producing a briefing uses AI, so it uses your organisation's credits. Charges appear on the Credits tab of Billing as "AI briefing". If your organisation doesn't have enough credits when a briefing is due, that week's briefing isn't produced.