The Company summary tab turns a client's AI Memory into a document a person can read: who the company is, what it offers, who it talks to and how it writes. It also shows what nobody has answered yet, and each gap links to the screen where you fill it in. Use it to check a memory before content goes out, to prepare a kick-off call, or as a handout for the client.
Open the Company summary
Open AI Memory for the company. See What AI Memory is and how it is organised.
Click the Company summary tab.
The summary is read-only. Everything in it is edited where it lives: the profile cards, Branding, the examples and so on. View-only members can read it too.
If it says Nothing on file yet. Fill in the profile or scan the website first., start with the Sitemap crawl and the Memory tab.
Find the gaps
Click Show gaps. The button shows how many gaps there are.
A Still to answer panel appears at the top, with a progress bar and how many answers are filled in, overall and of the needed ones.
Work through the two lists:
Needed: without these, the AI writes like any other company in the client's trade.
Nice to have: useful extras.
Click the link next to a gap to open the screen that fills it. For example, Memory, Target Audience opens the Memory tab, and Branding, How we write opens that section of Branding.
With gaps shown, the document also marks each missing item in place as needed or optional, with not answered yet and the same link. Each section heading shows how many of its items are answered.
Click the refresh button to rebuild the summary after you've filled something in.
Tip: Missing examples and products are gaps too. "At least one published piece per channel" links to Content Examples, and missing products or services link to the Sitemap, where pages are classified as Product or Service.
Copy, download or print
Copy and download follow what is on screen. Click Hide gaps first for a clean version without the blanks.
Copy as Markdown: copies the document so you can paste it into a brief, a project tool or an email.
Download .md: saves it as a Markdown file.
Print / PDF: opens your browser's print dialog. Choose "Save as PDF" to create a PDF.
If copying fails with Could not copy, your browser blocked clipboard access., allow clipboard access for the page or use Download .md instead.
Using it with your client
Before a kick-off: show gaps and use the Needed list as your question list.
As a handout: hide gaps and share the PDF so the client can check the facts. Ask them to reply with corrections, then update the memory.
For style questions: send the Ask the client link from How we write instead. The client's answers land directly in the rules. See How we write: house rules for the AI.
Note: The Company summary shows the same facts the AI receives, arranged for a person. To read the exact text the AI gets, open More > AI Prompt. See AI Prompt: extra instructions and what the AI sees.