Event intelligence / Product design

Signal clarity before the daily deadline.

A confidential copilot concept for turning live event signals, session context and team observations into a reviewed daily intelligence brief.

View overview

Role

Product strategist and designer

Timeline

10-week product strategy and design sprint

Impact

9 average hours saved each week

System modelDaily brief
42signals captured
11reviewed takeaways
3 PMpublishing target

Daily intelligence brief

Evidence reviewed. Claims checked. Ready for editorial approval before the daily deadline.

Evidence

Sources, transcript moments and internal observations remain attached.

01High-value signal cluster identified across sessions.Ready
02Weak support flagged before publication.Review
03Open question moved into tomorrow's watch plan.Track

Overview

From fragmented event inputs to a repeatable operating rhythm.

The work was not just finding information. It was helping a team understand what mattered, why it mattered and what should move into the daily brief.

01 / Setup Start with a watch plan.

Event dates, audiences, topics, sessions and output expectations become the operating context for the day.

02 / Review Turn signals into evidence.

Scattered inputs are captured, normalized, clustered and checked before they can support a takeaway.

03 / Brief Publish with confidence.

The daily output preserves the reasoning, supporting evidence and unresolved questions behind the recommendation.

Workflow map

One loop carries the product.

The skim view should make the operating rhythm visible immediately: define the watch plan, capture signals, verify evidence, approve the brief and carry unresolved questions forward.

01 / Plan

Set event context

Audience, topics, sessions and deadlines become the day’s operating frame.

Input
02 / Capture

Collect signals

Sources, transcript moments and internal observations enter one review surface.

Evidence
03 / Cluster

Find patterns

Related signals are grouped, deduplicated and ranked by relevance.

Synthesis
04 / Review

Check claims

Weak support, missing attribution and open questions are surfaced before publishing.

Gate
05 / Brief

Publish and carry forward

The approved brief keeps citations attached and moves unresolved items into tomorrow’s scan.

Output

Full-case flowchart

Session transcript answer flow.

This is the sanitized flow from the full case study: a user question is scoped, routed through the right transcript source, synthesized with evidence and returned with cited follow-ups.

Input

User question

The team asks a question about a session or the event archive.

Scope

Current session or full archive?

The product chooses the retrieval boundary before searching.

Full archive

All transcripts

Current session

Active transcript

Retrieval

Retrieve relevant passages

Evidence excerpts are pulled back before the answer is written.

AI synthesis

Synthesize answer

The response is composed from the cited transcript evidence.

Cited output

Answer with source links

The answer preserves the trail back to source material.

Follow-up

Suggested next questions

The system keeps exploration moving without losing context.

Adapted from the attached full-length case study and sanitized to avoid production prompts, source indexes and client data.

Product walkthrough

Three product moments carry the workflow.

Watch plan

Define the event context before the scan begins.

The workspace starts by turning event priorities into a practical plan: which sessions matter, which topics to watch and what kind of brief the team needs by the deadline.

Workspace setupPlanning
AudienceLeadership, strategy, editorial and client-facing stakeholders.
TopicsAnnouncements, competitor moves, session themes and market reactions.
SourcesSchedules, session notes, media coverage, social signals and team observations.
OutputDaily brief with evidence, confidence and open questions.

Signal review

Separate strong evidence from interesting noise.

The review surface makes weak support visible before a claim moves forward, so the team can approve, revise or carry it into the next daily scan.

Signal reviewEvidence check
Theme cluster: partner ecosystem5 related signals, 3 source types, high relevance
Ready
Claim: sentiment shiftNeeds stronger support before publication
Review
Question: pricing implicationCarry forward into tomorrow's watch plan
Track

Daily brief

Package what happened, why it matters and what to watch next.

The output is structured for daily decision-making: concise takeaways, linked evidence, confidence, unresolved questions and an archive trail.

Daily outputApproved brief

Executive takeaways

AWhat changed todayCited
BWhy it mattersApproved

Review trail

Ready

What is differentiated

Speed only works if the brief stays reviewable.

The copilot is not just a summarizer. The product logic keeps source, signal, synthesis, review and output connected so a daily point of view can be trusted under time pressure.

Source
Schedules, sessions, announcements, coverage, social commentary and internal observations.
Signal
Relevant inputs are captured, normalized and grouped into meaningful themes.
Review
Weak claims, missing attribution and low-confidence evidence are flagged before publication.
Brief
The final daily view preserves the evidence and open questions behind each takeaway.

Impact

Less manual synthesis, more decision-ready context.

The clearest outcome was time saved: the workflow reduced the average effort required to review signals, connect evidence and draw useful insights.

9 hrs/week

Average weekly time saved by replacing scattered research and manual synthesis with a structured capture, review and brief-generation workflow.

Next case study

Continue to Polis Design System.

Stay in the skim-first flow and move straight into the next 30-second case study.

Full case study

Continue into the complete Event Intelligence Copilot case study.

The full narrative is attached below, with the original process, implementation details and project context in one continuous read.

Full case study

The complete Event Intelligence Copilot case study.

The original long-form case study is embedded here so the fast overview can stay concise while the full narrative remains available in one place.

Full case study Open original