Keeping your investment balance up to date can be time-consuming. You need to create rules, maintain labels, and ensure everyone on the team follows the same process. Even with the best intentions, work still slips through the cracks and ends up uncategorized.
You can now toggle automatic categorization for uncategorized work in your investment balance breakdowns. Instead of manually creating rules for every edge case, Swarmia analyzes each issue’s description, linked issues, and other metadata to find the most suitable category.
AI categorization works with your existing rule-based categorization. Swarmia first applies your rules, then uses AI to categorize any remaining uncategorized issues.
To use AI categorization, you need to add descriptions to your investment categories. The better your category descriptions, the better the results. For more details, read our short guide to good category descriptions.
You can always review AI-categorized issues in the categorization view to see how they’ve been assigned.
Investment balance helps you understand what your team is working on and whether it aligns with your strategy. But if 40% of your work is uncategorized, you’re missing a significant part of the picture.
AI categorization helps you reduce uncategorized work to 0% and even open entirely new breakdowns without rolling out new processes. For example, you could create a breakdown for “customer-facing vs. internal work” or “maintenance vs. growth” and let AI handle the categorization based on your descriptions.
Get started by editing any existing investment balance breakdown or creating a new one, then toggle on AI categorization. You’ll find the toggle in the breakdown settings, right below where you define your categories and rules.
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