Use Read insights and Update insights when an automation needs to respond to an Insight, add context, or change its status.
Example: Acknowledge investigated spend insight
Scenario: Insight has been checked against saved report and outcome should be recorded.
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Use Read insights with
{{insight_id}}from An insight fires trigger where applicable. -
Run report or analysis and confirm whether Insight is actionable.
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Place Wait for approval before consequential Insight updates where review is required.
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Use Update insights to set appropriate status, severity, or comment. Verify updated timeline in Insight record.
Load an Insight
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Open Admin > AI Studio > Orchestrate > Automations and select your automation.
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Add Read insights to the flow.
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In Insight ID, enter the target Insight ID. If the automation starts when An Insight fires, use
{{insight_id}}from the event. -
Under Store as variable, enter a name such as
insight. -
Use the stored details in later steps, such as
{{insight.summary}}or{{insight.severity}}.
Change an Insight
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Add Update insights after analysis or approval.
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Set Insight ID using the relevant ID or event variable.
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Under Action, choose Acknowledge, Resolve, Reopen, or Add comment only.
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Set Severity, or select No change to retain the existing severity.
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In Comment, enter the reason for the action. Reference analysis or reviewer-response variables where useful.
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Save and run a test.
Add comment only records a comment without changing status. No change preserves current severity. The Insight history records automated status, severity, and comment updates as Performed by automation.
Review before activation
For workflows that change status or severity, add Wait for approval when review is required. Confirm intended status, severity, and comment against actual Insight details, then check run history and Insight timeline.