Signals (partner news briefings)

Urgent partner news when it matters, and a thematic briefing for everything else

Triad monitors news about your partner companies and turns it into two things: a small number of urgent signals you need to see the day they happen, and a periodic briefing per partner that consolidates everything else into themes.

The split is deliberate. Most partner news is worth knowing but doesn't change what you do this week — a stock move, an earnings beat, another AI announcement. Surfacing each of those as its own alert buries the handful that genuinely need a response.

Urgent signals

A small set of events interrupt you the day they're found:

• A merger, acquisition, or divestiture involving the partner
• An executive or leadership change
• Layoffs, restructuring, or a practice or business unit shutting down
• The partner announcing an alliance with one of your direct competitors
• Bankruptcy, major regulatory action, or a public crisis

These appear under Needs attention now at the top of the Signals page, and they're rare by design. A quiet week shows nothing there — that's the expected state, not a problem.

Partner briefings

Everything else accumulates and is analyzed together, per partner, at the end of the period. A briefing gives you:

• A headline naming the single most important thing that happened for that partnership
• A summary — the "so what" across the period
• Up to five themes, each consolidating one or more articles about the same underlying event

A theme is the unit you act on. It carries a signal-type badge (opportunity, risk, or neutral), what happened, what it means for your partnership specifically, and a recommended action where there's a real one to take. The articles behind it are collapsed under supporting articles — expand to see the sources.

Because articles are grouped into themes rather than listed individually, five separate stories about the same acquisition become one theme with five sources, not five signals.

If a partner genuinely had no significant news, its briefing still appears and says No significant news this period. A quiet partner is information; a partner silently disappearing from the page would be indistinguishable from something being broken.

Portfolio briefing

Once a week, Triad synthesizes across all your partners into a single Across your portfolio card at the top of the Signals page. This is the manager view — it looks for patterns no single partner briefing can show:

• The same market move appearing at several partners at once
• Risk concentrating in one part of the portfolio
• A capability gap multiple partners are moving to fill
• Where to spend the coming week

Each portfolio theme names the partners it draws from, linked back to their partner pages. Admins can regenerate it on demand from that card.

Where signals appear

• /signals — the portfolio briefing, then urgent signals from the last 14 days, then partner briefings from the last 30 days.
• Dashboard — Top signals across your partners shows only the actionable ones: urgent signals, plus themes that are an opportunity or a risk and carry a recommended action. Neutral themes stay in the briefing where they belong. A New signals & themes tile counts the last 24 hours.
• Partner detail page — that partner's themes and urgent signals, with dismissed ones in a separate collapsed section.
• Opportunity, account, project and event pages — relevant themes in the side rail, with their supporting articles collapsed.

Reading the Signals page

Partner briefings start collapsed so the page stays scannable as your portfolio grows. Each card shows the partner name, headline, summary, period, and a row of chips counting themes by type — so you can spot a partner with a risk without opening anything.

• Show N themes expands one card; Hide themes collapses it again
• Expand all / Collapse all in the section header operates on everything currently shown
• The filter box (Filter by partner, theme, or keyword…) searches across partners and themes, and automatically opens any card containing a match

Acting on a theme

Where a theme has a recommended action, you get two buttons:

• Draft email — opens a draft follow-up grounded in the theme. Disabled once an email is already linked.
• Add as next step — turns the recommended action into a tracked next step on the partner. Disabled once it's been converted.

Afterwards the card shows "Email drafted → View" or "Added as next step → View" so you can jump to the resulting activity or step.

Triad only proposes an action when there's a genuine one to take. A theme with no recommended action is telling you it's worth knowing, not worth doing anything about.

Dismissing

Dismiss removes a theme or urgent signal from your feed, with an Undo immediately after. Dismissed items drop off the Signals page and dashboard but stay visible in the collapsed section on the partner page.

How often it runs

News is fetched once a day. Urgent signals are analyzed and surfaced the same day. Partner briefings are generated on a weekly cycle, and the portfolio briefing once a week after them.

Creating a partner — or importing partners from a spreadsheet — kicks off a 30-day backfill, so a new partner's first briefing appears within a day rather than after a week of waiting.

Common gotchas

"No partner briefings yet." Give a new workspace a day for the first cycle. If it persists, check that your partners are linked to a recognized company on the partner form — that link is what news fetching keys off.

A partner with no briefing at all. Briefings are only generated when there's something to brief on. If a partner has had no relevant coverage in the period, no briefing is created for it.

Linking partners to companies matters. When the partner form offers to match your partner to a known company, take it. Fetched news is shared across workspaces tracking the same company, which improves coverage and speed for everyone — and it's how a partner qualifies for briefings at all.

FAQ

Why is a big news story missing from my briefing?

Two likely reasons. It may have been judged not materially relevant to your partnership — Triad scores against the partnership, not general newsworthiness. Or it may already be folded into a theme alongside related coverage; expand supporting articles to check.

Why does my dashboard show fewer signals than the Signals page?

The dashboard deliberately shows only actionable items — urgent signals and themes that are an opportunity or risk with a recommended action. Neutral and no-action themes still appear in the full briefing on the Signals page.

Can I change how often briefings are generated?

Not yet from the interface. Briefings currently run on a weekly cycle for every workspace.