Product update3 min read
Insight cards in Pagebook now stay in sync
Embed an insight in a spec or brief and it updates when the theme does — counts, summary and clips included.
Kofi MensahEngineering Lead ·
Specs quote research. Research keeps moving. Until now, a pasted insight was a snapshot that quietly went out of date. Insight cards embedded in Pagebook docs now refresh from Parley whenever the underlying theme changes.
What the card shows
- The insight title and one-paragraph summary
- Current highlight and participant counts
- Up to two clips, playable inside the doc
- A “last updated” line so readers know how fresh it is
Permissions carry over
Cards respect study permissions. Someone who can read the doc but not the study sees the title and a request-access link rather than the quotes. Redacted details stay redacted.
Setup
Connect Pagebook from Settings → Integrations, then paste any insight link into a doc. Existing pasted links upgrade to live cards automatically.
Why live cards matter
A spec written in March is still being read in June. By then the theme it quotes may have doubled in size, been split into two, or been answered by a shipped fix. Live cards make that visible to the reader without anyone remembering to update the doc — and the “last updated” line tells them how much to trust what they see.
- If a theme is merged, the card follows it to the new theme and says so.
- If a theme is archived, the card shows its final state with an “archived” label.
- If the linked issue is closed in Trackwell, the card shows the outcome next to the evidence.
This update is available on Team plans and above. If you would rather freeze a card — for a decision record, say — choose “Pin this version” from the card menu.
Parley, its authors and the companies mentioned here are fictional. This article is demo content for the template and can be replaced with your own.