> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/ai-summary-and-feed.md). # AI Summary & Feed The **AI Summary & Feed** tab gives you an AI-powered view of everything that has happened with a client. Instead of scrolling through years of file notes, emails, tasks, and form requests one by one, you can ask the AI to summarise the account or answer a specific question about client history — in seconds.
### The Two Tabs **AI Summary:** Ask a question or click Summarise to get an AI-generated overview of client activity. The AI reads across file notes, emails, tasks, Annature envelopes, and form requests. **Feed:** A chronological list of all activity on the account, filterable by type and date range. ### How to Use AI Summary 1. Open the client's Account record and click the **AI Summary & Feed** tab 2. Select a time period from the dropdown (e.g. Last 3 Months, All Time) 3. Either leave the question field blank and click **Summarise** for a general overview, or type a specific question and click **Summarise** 4. The AI reads the full activity history for that period and returns a summary 5. Click the **Sources** tab to see exactly which records were used ### Understanding Sources After the AI generates a summary, you'll see two tabs inside the Activity Summary panel: **Summary** and **Sources**. The **Sources** tab shows every record the AI actually read to produce the answer — grouped by type, with each one as a clickable link. For example, after asking "What has happened with this client recently?" you might see: * **Tasks (2):** Client SharePoint Folder Created, External SharePoint Folder... * **Emails (1):** Sample Email * **File Notes (1):** rubica | 15/6/2026, 10:05am * **Form Requests (1):** Financial Planning Onboarding * **Document Envelopes (1):** Client Acknowledgement Click any source and it takes you directly to that record — the file note, email, or task that contains the information the AI referenced. **This makes it a powerful search tool.** Instead of manually scrolling through years of activity to find a specific note or email, ask the AI a question and use Sources to jump straight to the relevant record. Great for finding a specific conversation, confirming when something was discussed, or pulling up a file note you know exists but can't locate. ### When to Use It **Pre-meeting prep** Click Summarise before a client meeting to get a quick recap of everything that's happened — recent file notes, outstanding tasks, form progress, and correspondence — without reading through each record individually. **Picking up a client you haven't seen in a while** Ask "What has happened with this client in the last 12 months?" and get a plain-English catch-up rather than scrolling through a timeline. **Adviser handover** When a client moves to a new adviser, use Summarise to give the incoming adviser a full picture of the relationship, history, and any outstanding items. **Checking where things are up to** Ask "Has this client completed their onboarding?" or "What is the status of their Financial Planning form?" instead of hunting through Form Requests manually. **Answering compliance questions** Ask "When did we last review this client's risk profile?" or "Is there a file note from the last annual review?" for quick audit-trail checks. **Following up on outstanding items** Ask "What tasks are currently open for this client?" or "Are there any Annature envelopes that haven't been signed?" to surface anything that needs action. **Finding a needle in a haystack** Ask a specific question about something you know was discussed or recorded, then use Sources to jump directly to the record — no manual scrolling required. ### Example Questions *Leave the field blank and click Summarise for a general overview, or try:* "Summarise all activity from the last 12 months." "What is the current status of this client's onboarding?" "When was the last file note created and what did it cover?" "Are there any unsigned Annature envelopes?" "Has the Financial Planning form been completed?" "What emails have been sent to this client in the last 6 months?" "Give me a brief overview of this client's history to prepare for a review meeting." "Have we discussed estate planning with this client?" "When did we last make contact with this client?" ### Tips * **Blank = full summary.** Leave the question field empty and click Summarise for a broad overview — good for meeting prep or handovers. * **Ask specifically to get specific answers.** "What tasks are open?" gets a more focused answer than "What's happening with this client?" * **Use Sources to verify.** After any summary, click the Sources tab to see exactly which records the AI used — and click through to read the originals. * **Use the time period filter.** Narrowing to the last 12 months or 3 years keeps the summary focused and relevant. * **The AI reads across all activity types.** It's not limited to file notes — it sees emails, tasks, forms, and Annature envelopes too. ### FAQs **What data does the AI read?** It reads activity logged against the account — file notes, emails, tasks, Annature envelopes, and form requests — for the time period you select. **Can I ask follow-up questions?** Type a new question and click Summarise again. Each submission is independent. **Is the summary saved anywhere?** No — the summary is generated on demand and not stored on the record. If you want to keep it, copy it into a file note. **How far back does it go?** As far back as the activity exists in the system. Use the time period filter to control the scope. **What if the summary mentions something I can't find?** Click the Sources tab — it will show you exactly which record contains that information, with a direct link to open it.