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Proactive insights

Proactive insights are the soft, “you might want to look at this” signals Moonjar produces from your library. Distinct from calendar-driven notifications (a reminder due, a flight in two hours), insights are pattern-driven — “renewal coming up on your car insurance”, “three documents tagged Vodafone all expired last month”, “you haven’t replied to that email from Tuesday”.

How it works

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An hourly scanner walks your library looking for signals worth surfacing. When it finds one, it writes a row to the proactive_insights table and creates a notification of type insight in your inbox. Insights link back to the document or reminder that triggered them, so tapping the insight takes you straight to the source.

The scanner is conservative — it deliberately under-surfaces rather than over-surfaces. A new account with three captures won’t get any insights. A library with a year of data will get a small handful per week.

What kinds of insights

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Examples of what the scanner watches for:

  • Renewals coming up — documents with extracted dates approaching, that aren’t already covered by the document-expiry notification.
  • Pattern matches — recurring vendors, recurring topics, recurring trip destinations.
  • Stale follow-ups — emails captured but not replied to within an expected window.
  • Document drift — captures that look like updates to existing ones (a new lease replacing an old one).

The exact set evolves. Treat insights as suggestions, not as a fixed checklist.

Where they show up

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  • Notifications inbox — under the insight type filter.
  • Daily briefing — today’s insights are folded into the briefing the chat assistant produces.
  • Chat — the generate_insights and suggest_actions tools let the assistant pull from the same data when you ask “what’s worth following up on”.

Limits

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  • Insights are best-effort. The scanner can miss things and can occasionally surface noise.
  • An insight links back to its source — if the source is archived or deleted, the insight is dropped on the next scan.
  • The scanner is hourly, so a new capture won’t generate an insight for up to an hour.

See also

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