# Bring in evidence and choose the next step

v1.45.0 · Released 2026-10-07

Discovery now keeps imports, evidence review, study planning and the next action closer together, with clearer workspace controls.

## What changed

- Bring files, notes and connected sources into Discovery through one guided import flow.
- Review scoped and total evidence counts beside each Insight.
- See one recommended next step on Home, based on current work and timing.
- Keep Account membership current while preserving independent human links.

## Bring evidence into one flow

Start from what your team has: paste notes, add files or choose a connected source. Spreadsheet headers get editable suggestions, and an import receipt stays visible while background work continues. Export Excel files as CSV and choose unresolved Account names yourself. This flow does not merge Accounts or infer workbook hierarchy.

- [How Discovery uses imported data](/docs/product/import-evidence-files)

## Read evidence in context

Insight rows show both the evidence in your current scope and the total accepted links across dates and lifecycle states. Totals exclude evidence from other workspaces and items you manually excluded. Account membership also follows current source links while keeping independent human choices, votes and portal links intact. Reviewed source corrections and customer reconciliation remain separate work.

## Choose a useful next step

Home offers one recommended move based on current Home data. It ranks deadlines, blocked initiatives, customer findings and work ready to advance by timing and consequence.

## Review and carry Study plans

Self-guided and AI-guided Study drafts now form in the layout used for review. Live interview guides keep their existing layout. For a ready builder brief, add a prototype Study and keep its instrumentation installed. Use an Owner or Admin action for Jira handoff; additional ticket and study links are best effort.

## More in this release

### Planning and workspace

- Invitation controls show wait times and send failures; superusers can schedule one global service notice across the app and status page.
- Billing separates Stripe-managed and Zentrik-managed plans, adds invoice access and prevents duplicate checkout. Stripe portal access still needs approved setup.
- API and MCP clients can resolve public Idea references when creating or updating Insights; enterprise API rate profiles remain operator-managed.
- Keep related initiative context and task names through planning updates, including work without key results or a PRD.

### Connections and reliability

- Retry selected failed reads once without replaying writes; a persistent database or queue outage still needs recovery.
- Reserve connection capacity for Insight synthesis and reduce unused generation and repeated tool output.
- Send ideas and evidence to Jira while preserving edits to human-written descriptions.
- Notify once when an automation stops because of its plan, and keep workbench filters and saved replay layouts in place.

Canonical page: https://zentrik.ai/releases/v1-45-0