Organizational Intelligence
Organizational Intelligence lets you ask the Pinnacle AI assistant questions about live information in your organization. It can help summarize people, reporting relationships, Goals, Rocks, Action Items, meetings, meeting notes, feedback, Performance Reviews, forms, and dashboard or Scoreboard data.
The assistant uses your current company, role, permissions, module access, and reporting structure. It only answers from information you are allowed to see.
What you can ask
You can ask questions like:
- Which people report to me?
- Which of my team members have overdue Action Items?
- Which team members are behind on Goals?
- Summarize recent blockers from my team’s meetings.
- What Topics came up in recent meetings?
- Compare Scoreboard performance across my team.
- Who has incomplete forms or Performance Reviews?
- Show recent feedback for my reporting tree.
- Which Rocks appear to be off track?
How reporting scope works
When you ask about “my team,” the assistant uses your reporting tree. This includes you and the people who report to you, including indirect reports when they are part of your reporting structure.
If you have broader access, some people searches may include more users you are allowed to view. Team-based performance questions still use your reporting tree so results do not accidentally include unrelated employees.
What information it can use
Depending on your permissions and enabled modules, Organizational Intelligence can use:
- People profiles and reporting relationships
- Action Items and overdue work
- Goals and progress
- Rocks and status
- Meetings, meeting notes, summaries, and note history
- Meeting Topics and solutions
- feedback Board entries
- Coaching, Performance Reviews, forms, and form responses
- Dashboard metrics and Scoreboard results
- Company documents connected to the assistant
Company terms are respected
Your organization may rename platform terms. For example, Rocks may appear as Rocks, or Action Items may appear as To-Dos. The assistant is designed to use your company’s naming conventions when answering.
Tips for better answers
Be specific about the person, team, date range, or topic you want.
Good examples:
- “Show overdue Action Items for my direct and indirect reports.”
- “Summarize meeting blockers from May 2026.”
- “Who had the lowest feedback score in April 2026?”
- “Compare Scoreboard results for my team.”
- “Which Goals are behind for people who report to me?”
If you ask about a time period, include the month, quarter, or date range. If the assistant cannot find matching records, it may tell you that no entries were found for that period or scope.
Important limits
Organizational Intelligence does not give unrestricted access to company data. It does not expose raw database searches, and it does not show information outside your permission scope.
For the best results, make sure your reporting structure, user profiles, meeting records, and company naming conventions are up to date.
