Generate an Insight Task

Suite
Customer Experience Strategy & Research
Product
Qualtrics
What's on this page

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.
Attention: Only the owner of the workflow can view the insights created within this task. Sharing the link to an insight will not allow people with the link to view it.

Setting Up a Generate an Insight Task

Qtip: You must have the Generate an Insight permission enabled to use this task. Additionally, you must have access to Insights Explorer and have already generated at least 1 insight.
Navigate to the stand-alone Workflows page.
creating a new scheduled workflow in the standalone workflows page
creating a new scheduled workflow in the standalone workflows page
Click Create a workflow.
Select Started at a specific time (scheduled).
Name your workflow.
naming the workflow and saving it
naming the workflow and saving it
Save it as a Stand-alone workflow.
Click Create workflow.
Set your workflow’s schedule.
setting the schedule and then adding a task
setting the schedule and then adding a task
Click the plus sign ( + ) and select Add a task.
Select the Generate an insight task.
choosing the "generate an insight" task
choosing 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.
selecting the insight to regenerate
selecting the insight to regenerate
Click Next.
Review your insight definition selection.
reviewing the insight selection and saving
reviewing the insight selection and saving
Click Save.
Make sure your workflow is toggled On.

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.

navigating to different versions of the insight using the versions menu in the top right corner
navigating to different versions of the insight using the versions menu in the top right corner

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