Strategy & IntelligenceUpdated Jun 2026

Takeaways: synthesizing evidence

Review and approve synthesized takeaways on Research. Approved takeaways fuel Workshop AI; publish strategy through Strategy Review and Brand Intelligence.

Takeaways (stored as brand_insights) are synthesis from your evidence โ€” 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 โ†’ Brand Intelligence.

๐Ÿ“ How to Access

Open Research from Strategy โ†’ 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

1
Get candidates from findings

On Research Add evidence, save a finding to Needs review (no AI, no credits) or run batch synthesize across at least three findings (uses credits).

2
Approve or reject candidates

Edit candidate text if needed, then Approve or Reject on the Needs review tab. Use bulk actions for multiple candidates.

3
Workshop AI context

Approved takeaways fuel Workshop AI helpers (Suggest answer, Facilitator tips) during Brand Core, Positioning, and Persona. They do not publish to Brand Intelligence.

4
Publish formal strategy separately

Route strategic choices through Strategy Review (/review-items) and Publish to Brand Intelligence when ready โ€” that step powers Create and Governance.

๐Ÿ’ก Pro Tip

Approving a takeaway validates synthesis for workshops. For choices that should drive Halo Chat, Studio, and Governance, publish through Strategy Review โ€” takeaways alone do not activate Brand Intelligence.

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