# Customer feedback brief

BrightDesk · 9 September 2026

Sample review for BrightDesk, a fictional company.

## Review summary

38 input records: 37 grouped into four product themes, plus one access issue requiring support investigation.

| Theme | Records | Underlying need | Recommendation |
| --- | ---: | --- | --- |
| Scheduled exports | 14 | A report ready before the weekly meeting | Investigate the export and delivery requirements first |
| Shared views | 10 | One consistent filtered queue across a team | Clarify view ownership and permissions |
| Notification controls | 8 | Fewer low-priority alerts | Explore per-event and digest preferences |
| Onboarding clarity | 5 | Clear next steps after accepting an invitation | Review invitation and first-project guidance |

## Scheduled exports: evidence

14 records across 9 accounts. Source IDs: FB-001, FB-003, FB-005, FB-008, FB-010, FB-012, FB-015, FB-018, FB-020, FB-023, FB-028, FB-031, FB-034, FB-037.

The common need is preparation for a recurring meeting, rather than another download button. Product review should establish required file formats, recipients, time zones, and the rules for failed delivery. Frequency alone does not establish commercial value or implementation priority.

## Support exception

FB-027 describes loss of workspace access following an invitation. It is excluded from feature frequency counts and marked for urgent support review. No cause or resolution has been assumed.

## Open decisions

- Validate scheduled-export requirements with the affected accounts.
- Confirm whether shared views need per-team permissions.
- Investigate FB-027 as an access problem.

Prepared for product review.