Takeaways (stored as brand_insights) are synthesis from your evidence — not raw notes. Triage them on Research: Needs review and Approved takeaways tabs at /sources. Approve valid synthesis for Workshop AI; publish formal strategy only through Strategy Review → Brand Intelligence.
Open Research from Strategy → Needs review or Approved takeaways, or go to /sources?view=takeaways. Legacy /insights list bookmarks redirect to the matching tab. Detail pages remain at /insights/[id]. The workflow stepper shows the 8-step Brand Foundation spine (no standalone Insights step).
Lifecycle and filters
On Needs review, switch status filters and use bulk approve/reject on candidates. On Approved takeaways, browse approved and archived rows. Filters refine by takeaway type and origin.
How to work takeaways
On Research Add evidence, save a finding as a candidate (no AI, no credits) or run batch synthesize across at least three findings (uses credits). You stay on Add evidence after each save so you can convert several findings, then open Needs review when you are ready to approve.
Edit candidate text if needed, then Approve or Reject on the Needs review tab. Use bulk actions for multiple candidates.
Approved takeaways fuel Workshop AI helpers (Suggest Answer, Facilitator tips) during Brand Core, Positioning, and Persona. They do not publish to Brand Intelligence.
Route strategic choices through Strategy Review (/review-items) and Publish to Brand Intelligence when ready — that step powers Create and Governance.
Approving a takeaway validates synthesis for workshops. For choices that should drive Halo Chat, Studio, and Governance, publish through Strategy Review — takeaways alone do not activate Brand Intelligence.