Recurring request are an incredibly helpful way to understand exactly how your portfolio companies are performing & analyze how you can help them.
Request can provide extensive detail about a company's performance, so this feature is designed to create digestible summaries to understand how your companies' are performing at a quick glance.
Step one: Navigate to your recurring request. Under the Settings section, toggle on the AI settings to enable Summaries.
Click the toggle to Enable summaries for your request.
Step Two: Once the request is sent & your companies' have responded, navigate to a company's profile. Then click Notes and view the AI generated summary.
After a company has completed the request, navigate to the company's profile. Then, click the Notes section from the inner navigation menu. Next, click the Request Summary Note to view the summary.
Let us know if you have any questions!