How to create insights
Learn how to create Insights in Revo using workflows. Capture transcripts, feedback, or metrics and turn them into automatic reports in your Insights feed.
You can generate Insights automatically through workflows using the Insight node.
Add a step that produces results you want to capture (e.g. summarize a transcript, analyze feedback, track metrics).
Add a Create Insight node right after that step.
Enter instructions for how the output should be displayed as an Insight in Revo.
Example workflow:
Step 1: Summarize the transcript of a customer interview into 3–5 key insights.
Step 2: Use the Create Insight node to display that summary in your Insights feed.
Other use cases:
Weekly progress reports from project updates.
Competitor monitoring: when a new product is detected, create an Insight automatically.
Customer feedback clustering: generate an Insight highlighting recurring requests.
This way, every workflow can feed its results into your Insights feed, so everyone sees key updates in one central place.
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