Daily brief
Today, already written
What is overdue, who is waiting, what has gone quiet, and what is on the calendar. Written before you open it.
Home is a page you read, not a grid you scan. It opens with today already written: what is overdue, who is waiting on you, which deals have gone quiet, and what the calendar is about to do to your afternoon. It is written from real conversations across every channel, not from fields somebody edited.
What is on the page
- The headline
- The shape of the day in one line. Still going strong. Three people waiting. A quiet week.
- Push forward
- The one thing most worth doing, with the evidence it came from. Answer Rich at DTEX and get the fix list out.
- Your day
- Today’s meetings with the people attending, and what was last said to them.
- Top to-dos
- Follow-ups with a why. Each one is a real task on your To-do list.
- Waiting on you
- Replies you owe, sorted by how long they have waited.
- What is moving
- Deals that changed, and deals that went quiet, measured from real conversations.
It comes to you
On the first open of the day a small card appears in the corner with the one thing worth doing. Click it for the full page, or close it and it waits until tomorrow. With the desktop app running, the brief is written at seven so it is on the page at seven.
The queue you can approve
Some lines come with an action attached: move a stage, set a close date, create a task, tick one off. One tap applies it. Nothing in that list sends anything or deletes anything. A to-do can also be handed straight to the assistant with its context already in.
The to-dos are tasks
- A to-do in the brief is a task on the To-do page, due today or on the deadline it names.
- Tick it in either place and it is ticked in both.
- When the brief is rewritten, a reworded to-do updates its task. One that is done gets completed, with the reason.
- Once something is plainly done, the brief completes your own tasks about it too. It never deletes them.
- Change a task yourself and the brief leaves that change alone.
- Settings, Tasks turns it off.
Recalibrate
Leave a note on the brief and it is rewritten with your words in it. Recalibrate throws the page away and writes it again from what is true now. Every version is kept, so you can step back to this morning’s.
Briefs for a team
A manager sees a brief for their reports. A team lead sees the team. Each is one shared page per scope per week, and internal chat between teammates is in it, so a Monday brief reads what the team said to each other on Friday.
Around daily brief
The parts of the workspace this one works with.
The overview
The widget dashboard. Inbox, calendar, tasks, goals, deals, tickets, contracts, money, each a card you resize or hide.
Overview is the grid. Every card is a live slice of an app, and the grid grows with the window, so a wide monitor fits five across and a laptop fits three. Nothing on it is a summary of a summary: the inbox card is the inbox, the tasks card is the task list.
Catch me up
Where you left off, what they are waiting on, what the open task is for, and the next step.
The Brief is the history. Catch me up is this week. It answers four questions and nothing else: what did I last say, what are they waiting on, what is the open task about, what happens next.
Routines
The assistant on a schedule. Every Monday at eight, summarise last week’s pipeline and post it.
A routine is a prompt with a clock. It runs in its own chat, with your permissions, and tells you when it is done. Anything you would ask the assistant every week is a routine waiting to be written.
Questions
When is it written?+
On your first open of the day, or at a set time when the desktop app is running. Recalibrate rewrites it any time.
Can I change what it pays attention to?+
Leave a note. Ignore the renewals this week, or focus on the DTEX deal, and the next version follows it.
Will it fill my task list with noise?+
It only removes or reschedules tasks it made, and a task you edited is never deleted. Or switch it off in Settings, Tasks.
Is Overview gone?+
No. Overview is still the widget dashboard. Home is the read; Overview is the grid.
Can I add a card for a report?+
Reports have their own dashboards with widgets you build. Overview shows the apps.
Is the layout shared with the team?+
No. Each member arranges their own.
Why is it empty on a new record?+
Nothing has happened yet. It appears after the first conversation.
Can I ask for it in chat?+
Catch me up on Lana in the assistant gives the same four answers.
Can a routine send email?+
Yes, with your permissions. Most people have it draft and let the brief show the drafts for approval.
What if it fails?+
The run is marked failed with the reason, and you are notified.
Try daily brief on your own data
Connect your email, then open a person. Most of the product shows up on that one page once the mail is in.
More in Measure
The daily brief, reports, goals and the money.
Pipeline, revenue, outreach, calls, templates, sequences, rep leaderboards, engagement, and the tabs you build yourself.
Pin a target to a metric, per user, team or workspace. Attainment computes itself.
Receipts read on their own. Invoices that are legally yours. Both reconciled against the bank.