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Qualtrics Platform -
Customer Journey Optimizer -
XM Discover -
Qualtrics Social Connect
Generate an Insight Task
Qtip: This page describes functionality that we intend to release starting July 16, 2025. Qualtrics may, in its sole discretion and without liability, change the timing of any product feature rollout, change the functionality for any in preview or in development product feature, or choose not to release a product feature or functionality for any reason or for no reason.
About the Generate an Insight Task
The Generate an Insight task enables you to use workflows to regenerate existing insight definitions from Insights Explorer.
Example: If your strategic goal is to improve retention, you may want to answer the question “what are leading indicators of churn in the past week?” To do this, you create an Insight that uses customer responses from an open-ended feedback question, a “past 7 days” date filter, and high effort enrichments. You can then use the “Generate an Insight” task to refresh that insight definition every Monday morning before the start of business in your time zone.
Setting Up a Generate an Insight Task
Qtip: You must have access to Insights Explorer and have already generated at least 1 insight to use this task.
- Navigate to the stand-alone Workflows page.
- Click Create a workflow.
- Select Started at a specific time (scheduled).
- Name your workflow.
- Save it as a Stand-alone workflow.
- Click Create workflow.
- Set your workflow’s schedule.
- Click the plus sign ( + ) and select Add a task.
- Select the Generate an insight task.
- Select the insight definition you wish to reuse. Note that XM Discover projects are not yet supported and insight definitions based on these projects will be hidden from selection.
- Click Next.
- Review your insight definition selection.
- Click Save.
After your workflow runs, a new version of the insights will be generated. You can view the different versions when managing the insight in Insights Explorer.