Diary Recaps automatically pull the highlights from your team's diaries so you don't have to go digging for important information. AI-generated Recaps summarise the key events, delays, improvements, and insights from your selected diaries and deliver them to your email on a schedule you choose.
Create a new Recap from the Recap section. You'll choose which diaries to include, pick the content sections to summarise, and set when you'd like your Recaps delivered.
To create a Diary Recap:
Navigate to the Recap section of your Diary
Click to start configuring your Recap
Enter a name for your Recap (e.g., 'Daily Site Handover' or 'Weekly Safety Summary')
Select which content to you want to include:
Improvements - tasks that were shortened, or progressed ahead of schedule
Delays - tasks that experienced delays and the reasons
Quality - quality and inspection updates from diaries
Scroll down to the Schedule section
Click the Recap card to edit which sections are included in your Recaps.
Choose how often you want to receive Recaps and what time of day.
To configure your Recap schedule:
In the Schedule section, select your cadence:
Daily - receive a Recap every day
Weekly - select which day (Mon-Sun) to receive your Recap
Monthly - choose: First day, First Monday, Last day, or Last Friday of the month
A countdown will show when your next Recap will run, but you can run a One-Off Recap outside of your schedule by clicking the
Choose which Diaries to summarise in your Recap. You can include all Diaries you contribute to or follow, or select specific diaries.
To select which Diaries to include:
Scroll down to the Diaries section
Click to automatically include all diaries where you're a contributor
Click to automatically include all diaries you follow
Click to select specific diaries
Once you've configured your Recap name, sections, schedule, and diaries, save it to enable your Recap.
To save your Recap:
Enter a Recap name and complete recap details
The button will appear in the top right corner when all required fields are complete
Click
After saving, a modal will appear showing:
When you save a Recap, you’ll have the option to run it immediately (One-Off Recap) without waiting for your first scheduled run.
To run a One-Off Recap:
Click into the recap from the Recap tab
Click the in the top right hand corner
Select Run one-off Recap
Your Recap is generated and sent immediately to your email
Safety - safety briefings and incidents
Environmental - environmental updates and issues
Set the time using the time picker
Contributors - filter by contributor name or Select All
Shift - filter by shift
Click the checkbox for each Diary you want to include.
Recap Scheduled!
When your next Recap will run
Your Recap email address
The option to run a one-off recap immediately
Click
