{"id":21001,"date":"2026-06-09T16:06:28","date_gmt":"2026-06-09T21:06:28","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=21001"},"modified":"2026-06-13T06:01:05","modified_gmt":"2026-06-13T11:01:05","slug":"organizational-intelligence","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=21001","title":{"rendered":"Organizational Intelligence"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Organizational Intelligence<\/h2>\n\n\n\n<p>Organizational Intelligence lets you ask the SecureDB AI assistant questions about live information in your organization. It can help summarize people, reporting relationships, Objectives, Projects, Tasks, meetings, meeting notes, Factor, Reviews, forms, and dashboard or Scorecard data.<\/p>\n\n\n\n<p>The assistant uses your current company, role, permissions, module access, and reporting structure. It only answers from information you are allowed to see.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What you can ask<\/h3>\n\n\n\n<p>You can ask questions like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Which people report to me?<\/li>\n\n\n\n<li>Which of my team members have overdue Tasks?<\/li>\n\n\n\n<li>Which team members are behind on Objectives?<\/li>\n\n\n\n<li>Summarize recent blockers from my team\u2019s meetings.<\/li>\n\n\n\n<li>What Challenges came up in recent meetings?<\/li>\n\n\n\n<li>Compare Scorecard performance across my team.<\/li>\n\n\n\n<li>Who has incomplete forms or Reviews?<\/li>\n\n\n\n<li>Show recent Factor for my reporting tree.<\/li>\n\n\n\n<li>Which Projects appear to be off track?<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Organizational-Intelligence-Article-Image.png\" alt=\"\" class=\"wp-image-21005\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Organizational-Intelligence-Article-Image.png 1920w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Organizational-Intelligence-Article-Image-300x169.png 300w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Organizational-Intelligence-Article-Image-1024x576.png 1024w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Organizational-Intelligence-Article-Image-768x432.png 768w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Organizational-Intelligence-Article-Image-1536x864.png 1536w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Organizational-Intelligence-Article-Image-772x434.png 772w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Organizational-Intelligence-Article-Image-916x515.png 916w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Organizational-Intelligence-Article-Image-718x404.png 718w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">How reporting scope works<\/h3>\n\n\n\n<p>When you ask about \u201cmy team,\u201d 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.<\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">What information it can use<\/h3>\n\n\n\n<p>Depending on your permissions and enabled modules, Organizational Intelligence can use:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>People profiles and reporting relationships<\/li>\n\n\n\n<li>Tasks and overdue work<\/li>\n\n\n\n<li>Objectives and progress<\/li>\n\n\n\n<li>Projects and status<\/li>\n\n\n\n<li>Meetings, meeting notes, summaries, and note history<\/li>\n\n\n\n<li>Meeting Challenges and solutions<\/li>\n\n\n\n<li>Factor Board entries<\/li>\n\n\n\n<li>Coaching, Reviews, forms, and form responses<\/li>\n\n\n\n<li>Dashboard metrics and Scorecard results<\/li>\n\n\n\n<li>Company documents connected to the assistant<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Company terms are respected<\/h3>\n\n\n\n<p>Your organization may rename platform terms. For example, Projects may appear as Rocks, or Tasks may appear as To-Dos. The assistant is designed to use your company\u2019s naming conventions when answering.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1891\" height=\"1035\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Naming-Convention.png\" alt=\"\" class=\"wp-image-21007\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Naming-Convention.png 1891w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Naming-Convention-300x164.png 300w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Naming-Convention-1024x560.png 1024w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Naming-Convention-768x420.png 768w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Naming-Convention-1536x841.png 1536w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Naming-Convention-793x434.png 793w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Naming-Convention-941x515.png 941w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Naming-Convention-738x404.png 738w\" sizes=\"auto, (max-width: 1891px) 100vw, 1891px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Tips for better answers<\/h3>\n\n\n\n<p>Be specific about the person, team, date range, or topic you want.<\/p>\n\n\n\n<p>Good examples:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u201cShow overdue Tasks for my direct and indirect reports.\u201d<\/li>\n\n\n\n<li>\u201cSummarize meeting blockers from May 2026.\u201d<\/li>\n\n\n\n<li>\u201cWho had the lowest Factor score in April 2026?\u201d<\/li>\n\n\n\n<li>\u201cCompare Scorecard results for my team.\u201d<\/li>\n\n\n\n<li>\u201cWhich Objectives are behind for people who report to me?\u201d<\/li>\n<\/ul>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1890\" height=\"1035\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Who-had-the-lowest-Feedback-score-in-April-2026.png\" alt=\"\" class=\"wp-image-21009\" srcset=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/Who-had-the-lowest-Feedback-score-in-April-2026.png 1890w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Who-had-the-lowest-Feedback-score-in-April-2026-300x164.png 300w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Who-had-the-lowest-Feedback-score-in-April-2026-1024x561.png 1024w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Who-had-the-lowest-Feedback-score-in-April-2026-768x421.png 768w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Who-had-the-lowest-Feedback-score-in-April-2026-1536x841.png 1536w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Who-had-the-lowest-Feedback-score-in-April-2026-793x434.png 793w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Who-had-the-lowest-Feedback-score-in-April-2026-940x515.png 940w, https:\/\/securedb.io\/kb\/wp-content\/uploads\/Who-had-the-lowest-Feedback-score-in-April-2026-738x404.png 738w\" sizes=\"auto, (max-width: 1890px) 100vw, 1890px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Important limits<\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<p>For the best results, make sure your reporting structure, user profiles, meeting records, and company naming conventions are up to date.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Use Organizational Intelligence to ask the assistant questions about your team, reporting structure, work, meetings, and performance data using the access you already have in the platform.<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[2],"tags":[200],"class_list":["post-21001","post","type-post","status-publish","format-standard","hentry","category-features","tag-ai-assistant"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21001","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=21001"}],"version-history":[{"count":4,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21001\/revisions"}],"predecessor-version":[{"id":21010,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/21001\/revisions\/21010"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21001"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21001"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21001"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}