Workflow [Analyst]

Upon logging in, the analyst is greeted by the Dashboard which prominently displays the most significant tags, offering a quick overview of trending topics and themes. This view sets the context for the analyst’s tasks ahead.

To enhance workflow efficiency, please review the available hotkeys. Additionally, for simplified filtering, set the “End of Shift” time in the user settings. This feature allows the system to display only articles published since the last end of shift, ensuring you see content that hasn’t been reviewed yet.

Assess

To assess your items, go to the Assess section and set the time filter. Apply the “not read” and “not important” filters. Mark as read any items that have been read but are considered unimportant. Continue working through these items until all are marked as read, focusing only on checking summaries.

Next, set the filter to “not read” and “important”. Verify the importance of each item and mark it as read if not important. Check whether the item is part of an older report and determine if it still adds value. If not, remove the “important” tag and mark the item as read. If multiple items discuss the same topic, merge them.

To update a summary manually or with AI, first click the “Edit Story” button. Then, you can either edit the summary yourself or use the “Summarize with AI” for a quicker option. Send important or sector-specific items via email. Optionally, you can upvote or downvote items and add them to the relevant reports.

Finally, remove the “important” tag and mark the item as read. For greater efficiency, consider using the time filter to focus on the most recent content.

Additional tasks during assess

During the review process in the Assess tab, the analyst has several tools at their disposal to optimize their workflow:

Voting on Stories: The analyst can vote stories up or down and mark them as important using buttons or the shortcut (Ctrl+I). This helps highlight stories of particular relevance.

Mark as Read: To maintain efficiency and avoid redundancy, the analyst can mark stories as read or unread using a button or the shortcut (Ctrl+Space).

Tags: Tag filters can be applied to narrow down the selection to the most relevant articles, improving focus. If a story needs editing or creation, the analyst can do so directly within the Assess tab, where news items can be adjusted until they are locked into a report. This ensures the content remains fresh and accurate.

Once all relevant stories are collected and reviewed, the analyst moves to the Analyze tab to finalize the report and mark it as completed. This step transitions the process from review to dissemination

Analyze

To analyze your items, go to the Analyze section and review them as done in Assess by merging and removing items. Ensure everything is ready for a final review. Add news items to the appropriate categories, save, and mark the process as completed.

Publish

Finally, the Publish tab is where the compiled report transforms into a product ready for external consumption. The analyst chooses a product type that fits the report, reviews the final product via a rendered preview, and selects a publication destination from a managed list. This final step disseminates the insights gathered and analyzed, extending the impact of the analyst’s work beyond the confines of Taranis AI.