As data is built up in Borealis, you and your team will find yourselves often reviewing previous interactions with your stakeholders for information and context which can become time consuming depending on how extensive their communication history is.
The stakeholder summaries, generated using your data, automatically generate a concise summary of your stakeholder's current interactions, concerns, and priorities.
Generate a Stakeholder Summary for an Individual or Organisation
Stakeholder summaries are only available for individuals and organisations.
- Navigate to the individual or organisation for which you want to view the stakeholder summary.
- Select either Stakeholder (for individuals) or Organisation (for organisations).
- In the What's happening section, click the Date selector.
The summary has a predefined date interval setup in your Borealis application, you can click the Summarize button right away if the default date interval meets your expectations. - Select the date range.
- Click the Apply button.
- After the system verifies whether there is content for this, click the Summarize button.
You may need to extend the date range if Borealis cannot generate content within the selected date range.
You can then scroll through the generated summary or use the Date selector to change the date interval and click the Apply and reload button to generate new summaries.