Briefings
Start every day knowing exactly what happened while you were away and what needs your attention.
Tomas opens his dashboard at 8 AM. His morning briefing is already waiting: 6 tasks completed overnight (3 product descriptions, 2 competitor price checks, 1 weekly report), 2 items in the approval queue (a blog draft and a customer reply), and a suggestion to run a workflow he hasn't triggered in a while. He scans it in 30 seconds and knows exactly where to start.
What's in a Briefing#
Every briefing is a snapshot of what happened since your last session:
- Tasks completed: What your agents finished overnight or since you last checked in
- Pending approvals: Items waiting for your review, prioritized by urgency
- Key metrics: Credit usage, active agents, and how your team is performing
- Suggestions: Recommendations based on your recent activity
Example Briefing#
Good morning, Tomas
Here's what happened since yesterday at 6:14 PM.
Completed (6)
- Product descriptions for Summer Collection (Content Writer)
- Competitor pricing check for 3 brands (Lead Researcher)
- Weekly sales summary report (Report Builder)
Waiting for you (2)
- Blog draft: "5 Trends in Sustainable Fashion" (Content Writer)
- Customer reply: order delay inquiry (Ticket Handler)
Suggestion
You haven't run your "Weekly Content Pipeline" workflow in 9 days. Want to kick it off?
Where and When#
Briefings appear on your dashboard when you first log in. You can also receive them via email or Slack if you have those integrations connected.
Customizing Briefings#
Tailor your briefing to match how you work:
- Delivery time: Choose when it's generated (default: 8 AM in your timezone)
- Channels: Dashboard only, email, Slack, or all of the above
- Focus areas: Emphasize specific departments or metrics
- Detail level: Quick summary or detailed breakdown