How to use AI Suitcase Summaries

What this feature does

Seer Data’s AI Suitcase summaries help you quickly turn a collection of Insights into a clear, human-readable narrative.

Instead of manually synthesising multiple Insights, you can generate a draft summary using generative AI — then review, edit, and save it in your own words.

This feature is designed to help you:

Communicate patterns across multiple Insights
Save time when preparing reports or briefings
Share findings with non-technical audiences

Suitcase summaries build on Insight summaries by helping you explain the bigger picture across a group of Insights.

Who can use it

You can generate an AI Suitcase summary if you:

Are on a paid plan
Have Edit access to the Suitcase

You cannot use this feature if you:

Are on a Standard (free) plan
Have view-only access to the Suitcase

How to generate a summary

Open a Suitcase
Navigate to the Summary section
Select Generate summary
Choose your summary type:
1. Content summary
  1. Summarises the overall contents of the Suitcase
  2. Focuses on themes, coverage, and structure
  3. Does not require selecting individual Insight
2. Insight summary
  1. Summarises specific Insights within the Suitcase
  2. Lets you highlight key findings across selected Insights
  3. (If using Insight summary) select:
    - Up to 5 Insights
    - Tone
    - Length
Select Generate summary

The summary usually appears within 5–10 seconds, depending on complexity and length.

Tone options (Voice & style)

For Insight type summaries, choose the voice that best fits your audience:

Community voice (default)
Warm, inclusive, plain language, focused on community impact.
Easy read
Very simple language, short sentences, minimal numbers.
Neutral analytical
Clear, factual, data-driven explanation.
Policy & program lens
Highlights implications for services, policy, or programs.

Length options

Choose how detailed the summary should be:

Short summary (default)
Short overview with key points and one implication.
Expanded summary
More context, trends, and subgroup highlights.
In-depth explanation
Detailed narrative with patterns, differences, and caveats.

Start with a Short summary. We recommend using Expanded or In-depth summaries when selecting 2 or more Insights, or selected Insights are especially complex—for example, when they involve multiple variables, comparisons, are built from multiple datasets, or contain detailed calculations.

Selecting Insights (Insight summary only)

You can select between 1 and 5 Insights
Only Insights within the current Suitcase are available
The selection directly shapes what the AI includes in the summary

Reviewing and saving the summary

After generation, you can:

Read the summary before saving
Regenerate with different selections (this replaces the draft)

When you select Add to Suitcase Summary:

The generated content is added to the existing summary (not overwritten)
You can still edit the text (your edits are never sent back to the AI)

Auto-regenerating summaries

You can enable Auto-regenerating summary to keep summaries up to date when data changes.

For Insight summaries:

Auto-regeneration is triggered when:

A selected Insight is updated or deleted

It is not triggered when:

Non-selected Insights change
New Insights are added

For Content summaries:

Auto-regeneration is triggered when:

Insights are added or removed
Insight titles change
Insight data changes

Important to know:

Auto-regeneration replaces the entire summary
Manual edits turn auto-regeneration off
The Suitcase owner is notified when regeneration occurs

AI disclaimer

When an AI-generated summary is used, you can show a disclaimer:

“This content was created with the help of generative AI. It may have been reviewed or edited by a human.”

The disclaimer is only shown when AI has contributed to the summary, and you can choose to toggle it on or off for public views.

Internal View:

Public View:

Giving feedback

After generating a summary, you can give quick feedback using 👍 or 👎.

If you select 👎, you can tell us why (e.g. too vague, missing key points, hard to understand). This helps us improve future summaries.

Privacy, safety, and trust

Seer Data is governance-first by design.

No raw or identifiable data is sent to the AI
Only aggregated Insight data and metadata are used
All summaries are logged for audit and accountability
The AI is instructed to avoid speculation, bias, or harmful language

If the AI service is unavailable, you can still write or edit summaries manually.

Final note

AI Suitcase summaries are a starting point, not the final word.

They help you move faster, but your judgement matters most, especially when:

Interpreting patterns across Insights
Communicating sensitive findings
Tailoring messages to your audience

If something doesn’t look right, adjust it.