> For the complete documentation index, see [llms.txt](https://docs.praiz.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.praiz.io/automate/recurring-insights.md).

# Recurring Insights

Receive an Insights report automatically by email or on Slack, at the frequency you choose: daily, weekly or monthly.

A Recurring Insight is an Insights report that is generated and sent automatically, by email or on Slack, at the frequency you choose.

{% hint style="info" %}
Before you start: an Insights report that is already set up. See "Insights".
{% endhint %}

## Schedule a Recurring Insight

1. From the "Insights" section, open the report you want to schedule.
2. Click "Schedule recurring insights". The context you typed in "Context for AI" is carried over into the scheduled report.
3. Choose the frequency: daily, weekly or monthly.
4. Choose the day and time it is sent. The period analyzed is rolling: a weekly report sent on Monday at 9:00 covers the conversations since the previous Monday at 9:00.
5. Fill in the recipients: email addresses and Slack channels.
6. Save.

![Schedule recurring insights window](https://3785996597-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FU54oKzNb3EyinriyUP5P%2Fuploads%2FWY2CKtcCFNNWR0FZYcKB%2F28-insights-schedule.png?alt=media)

What to expect: Praiz sends the report automatically, at the frequency you chose, to the recipients you chose.

{% hint style="info" %}
The report is not sent if the agent analyzed fewer than 3 conversations over the period.
{% endhint %}

## Examples

| Report                                                  | Frequency | For whom                     |
| ------------------------------------------------------- | --------- | ---------------------------- |
| Competitive analysis: who is cited, and in what context | Monthly   | Sales leadership, marketing  |
| Recurring objections of the week                        | Weekly    | Sales leadership, enablement |
| Product feedback raised on calls                        | Monthly   | Product                      |
| Risk signals across the book of business                | Weekly    | Customer Success             |

## Recurring Insights or Smart Actions

* A Recurring Insight is periodic. It gives you the big picture, at a regular interval.
* A call triggers a Smart Action. It sends that call's result immediately. See "Smart Actions".