Automatic categorization

Automatic investment balance categorization works to catch issues that slip your rules or to categorize entire breakdowns without rules.

Automatic categorization is currently in closed beta.

How to get started

You can find the toggle to enable automatic categorization for an investment balance breakdown in the breakdown settings, between your defined categories and the Everything else category.

Enabling the feature requires admin privileges, and your breakdown categories must have adequate descriptions.

Writing good category descriptions

Descriptions matter for the accuracy of the automatic categorization, so it's beneficial to spend some time thinking about good descriptions.

Why descriptions matter

Category descriptions serve two audiences. The first sentence should be written for people reading your categories. The remaining content serves as a prompt for the AI categorization system to determine where work items belong.

Previously, category descriptions were written for internal team members who already understood your context. For AI categorization, you need to be more explicit about your company and development work.

Think of it like onboarding a new employee: provide enough context so they can make quick, accurate decisions. This approach improves both AI accuracy and internal clarity.

Writing effective descriptions

Start by observing how your team writes issues. Pay attention to naming conventions and what information is typically included. Use these patterns when writing your category descriptions.

For the AI portion, include decision-making guidance such as:

• Positive and negative examples

• Relevant keywords

• Specific instructions on edge cases

This additional context helps the AI understand not just what the category is, but how to identify work that belongs in it.