View
You want to see the data. Clicking runs a dashboard.
Act
You want automation. Clicking opens the Flow editor with the priority text prefilled as the description.
Both
See and act. Dashboard first, then Xura offers to save it as a Flow.
Where priorities appear
- Home page — Top 3 priorities as cards under the composer.
- Settings → Profile — the full list, editable.
- Signals research — biases what counts as a notable signal.
Editing
Settings → Profile → Priorities. Reorder, edit text, change preferences, remove.What happens on click
Depending on the preference:View → dashboard
Runs the priority text through the composer as a dashboard query. Standard flow.Act → new flow
Navigates to?poc=studio&tab=flows&flow=new with name + description prefilled from the priority. You review, tune the description, click Plan from description.
Prerequisite: you need data connected. If none is set up (no HubSpot, no uploaded files), you get bounced to AI Studio → Data Sources with a banner explaining why.
Both → dashboard + CTA
Runs the dashboard. When it renders, an amber CTA appears below: “Automate this? Turn ‘<priority text>’ into a Flow you can re-run or schedule.”
Click Save as Flow to go through the same prefill handshake as Act. Dismissal is remembered per-priority (localStorage) so re-clicking the same priority won’t nag again.
Best practice
Write priorities as actionable statements, not topics: Good:- “Chase deals stuck in Negotiation >14 days”
- “Alert me when any project milestone slips 3+ days”
- “Sales pipeline”
- “Project tracking”