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Artefacts

Insights

How teams capture sources, notes, evidence, and chat context around trial-facing insight work.

Insights

Insights workflows help teams gather source material, annotate it, connect evidence and trials, and use context-backed chat assistance without losing traceability.

Who this is for

This page is for teams that work with source material, notes, evidence, and chat context to build a traceable understanding of a problem or decision.

Main building blocks

  • source workspaces
  • notes
  • linked evidence packs
  • linked trials
  • insight chat history

When to use insights

Use insights when the team needs a structured working space for gathering, annotating, and discussing source-backed understanding before it becomes a wider operational decision.

Typical workflow

  1. Add or review source material.
  2. Capture notes against that workspace.
  3. Link supporting evidence and trials where needed.
  4. Use insight chat to explore the compiled workspace context.
  5. Carry reviewed conclusions into the wider workflow.

What matters most

  • explain how source material is introduced and governed
  • explain how notes, trials, and evidence relate to an insight workspace
  • explain when chat history is part of the working record
  • explain how insight work feeds into broader trial or quality decisions

Operational expectations

  • Insight work should stay traceable back to source material.
  • Notes should remain connected to the workspace they interpret.
  • Linked evidence and linked trials should stay reviewable as part of the same working context.
  • Chat should support exploration inside the insight workspace, not replace source-backed review.

Acceptance checks

  • A user can add or review source material inside the insights workflow.
  • A user can capture notes that remain connected to the relevant source context.
  • A user can link supporting evidence and trials into the insight workspace.
  • A user can use insight chat without losing traceability to the compiled workspace context.

API reference

Use TrialStack API reference for exact insight workspace, note, trial-link, evidence-linking, and related contract details.