Auto-Generated Summaries

LTM Roll-Ups are detailed summaries of your workflow periods, automatically generated approximately every 30 minutes by the Long-Term Memory (LTM-2.7) Engine. View them by clicking any activity in the Pieces Timeline sidebar. Each roll-up includes tasks, decisions, documents, and follow-ups from that time period. You can edit, export, or delete them as needed.

Roll-ups capture the context of your work—what you did, why you made certain decisions, and what still needs attention—making it easy to reference past work and understand your workflow patterns.

Roll-Up Structure

Each roll-up contains structured information about your workflow period:

  • Core Tasks & Projects — What you worked on and problems solved
  • Key Decisions & Discussions — Important conversations and choices made
  • Documents & Code Reviewed — Files and links you accessed (with deep links)
  • Follow-Up Actions — What still needs attention

Roll-ups created through Model Context Protocol (MCP) integrations display a "Formed with MCP" indicator.

Viewing Roll-Ups

Click any activity in Pieces Timeline. The full roll-up displays in the main panel with all sections. Deep links open resources directly in your browser. Use the `Jump to Summary in Timeline` button in the roll-up header to scroll Pieces Timeline back to that activity's position.

Roll-Up Actions

From the toolbar, you can:

  • Chat — Start a Conversational Search conversation with roll-up context loaded
  • Export — Download as PDF, Markdown, or Plain Text
  • Edit — Open markdown editor to customize content, or use Edit with AI for prompt-based changes
  • More menu — Copy or Delete
  • macOS Share — Share to AirDrop, Mail, Messages, etc.

Editing Roll-Ups

You can edit any roll-up manually or use AI to suggest changes for you.

Manual Editing

Click the `Edit` button in the roll-up toolbar, or click the three-dot menu at the top of the summary and select `Edit`. Use the markdown editor toolbar for formatting: **Bold**, *Italic*, Link, Code Block. Click `Save and Exit` to apply changes or `Cancel and Exit` to discard them.

Edit with AI

Instead of making manual changes, you can describe what you'd like changed and let AI rewrite the content for you. Edit with AI supports two modes: inline edits that target a specific section, and whole-summary rewrites that rework the entire summary in one pass.

Inline Edits with Diff Review

Highlight a specific section to scope an edit to just that part. The rest of the summary stays untouched.

Click the three-dot menu at the top of the summary and select `Edit`. Select the range of text you want to revise. Click the `Edit with AI` button in the top-right corner of the editor toolbar. Type a prompt into the *Describe changes you want to make...* field describing how you want the highlighted text revised. Pieces generates the suggested revision and displays it in a *Proposed Changes* diff view marked *Review Required*, so you can see exactly what would change. Click `Accept` to apply the change, or `Dismiss` to discard it and keep the original text.

Whole-Summary Rewrites

Skip the highlight step to rework the entire summary with one prompt. Useful for changing audience, tone, or format without rewriting from scratch.

Click the three-dot menu at the top of the summary and select `Edit`. Click the `Edit with AI` button in the top-right corner of the editor toolbar without selecting any text. Type a prompt describing the change you want. Common examples: 
* `Make this shorter and Slack-ready`
* `Rewrite this for an executive audience`
* `Convert this into a checklist`
Pieces generates the rewritten summary and displays it in a *Proposed Changes* diff view marked *Review Required*. Click `Accept` to apply the rewrite, or `Dismiss` to keep the original. Rewrites stay grounded in the same underlying memories that generated the original summary. Pieces reframes what's already captured rather than inventing new content.

Privacy Control

Privacy Control lets you choose which applications contribute to your roll-ups. This helps you maintain privacy by excluding sensitive applications or focusing roll-ups on specific types of work.

Click the grid icon in Timeline or access through the PiecesOS Quick Menu. Toggle sources on or off anytime—disabled sources are removed from existing and future roll-ups.

Next Steps

Now that you know how to view and manage auto-generated summaries, learn how to navigate your Timeline.

Expanding & Collapsing →