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**Issue: Project Dashboard – AI-Powered Context Ingestion** #63

Description

@nerkat

We want to explore adding a richer project context layer to dashboards.
The idea is that each project could have attached source material (e.g. PDFs, briefs, Notion exports, etc.).

Concept:

  • Allow upload or linking of project reference material (PDFs, Notion dumps, docs).

  • System runs ingestion → AI extracts summaries, key points, risks, opportunities.

  • Store structured summary as JSON alongside project data.

  • When viewing dashboards, AI analysis can be contextualized with:

    • Reference material summary
    • Last ~5 calls’ analysis JSON
  • Result: dashboards show not just call analysis but also persistent project insights.

Future Considerations:

  • Ingestion pipeline (file formats, chunking, vector storage).
  • How to refresh/re-summarize as new material is uploaded.
  • Governance & privacy controls.
  • Surfacing insights in cards/widgets (e.g. “Key Risks,” “Opportunities,” “Summary”).

Activity

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