Morning briefingIncluded for free
The Morning briefing sits at the very top of your dashboard and pulls the key numbers from every active agent: open emails, events, tasks, bills coming due. Colors show what is urgent, and one click takes you straight there.
How it works
Coffee in one hand, dashboard open. A minute later you know how your day begins.
You sign in, the dashboard greets you by name with today's date, and Alex checks in with a short message. Right at the top, full width, your briefing is waiting.
Every active agent adds its key numbers as a tile. Red means overdue or sitting too long, yellow means due today. One look tells you where the fires are.
Every tile is a link. Click "Overdue tasks" and the Task Agent opens right on the filtered list. No searching, no clicking around.
You take care of it where it belongs. The next time you look at your dashboard, the number is up to date and the red tile is gone.
What the briefing does for you
Instead of opening every agent one by one, you see at a glance each morning where something is waiting for you.
Color-coded
Every tile shows a number, and its color tells you how urgent it is. Tiles like "Sitting too long" or "Overdue tasks" only show up when there actually is something. Once it is all handled, the briefing stays calm.
Grows with you
Switch on an agent, and the next time you open your dashboard its tiles are in the briefing. Nothing to connect, nothing to configure. Until your first agent is active, the briefing invites you to pick one.
For the whole team
Your team members see the briefing at the top of their dashboard too, with the agents you have shared with them. Tasks and pinned notes are counted for each person individually.
And also
The briefing is the anchor widget of your dashboard. Your other widgets can be rearranged below it, while your starting point always stays the same.
Morning, afternoon or evening: the dashboard greets you by name, along with today's date.
Above the briefing, Alex, your personal assistant, lets you know in a short message that everything is ready.
No agent active yet? Instead of a row of zeros, the briefing takes you to the catalog in one click so you can pick your first one.
The numbers come straight from your agents every time you open the dashboard. Handle something, and the briefing shows it the next time you look.
If an agent cannot deliver its numbers right now, the briefing still shows all the others.
The difference
Same agents, same open items. Just a different start to your day.
Working together
The briefing has nothing of its own to set up. Its strength comes from your other agents: each one brings its key numbers along as soon as you switch it on.
A good next step
The briefing shows you how much is on your plate today. The Task Agent helps you sort it: with morning planning switched on, Alex walks you through anything left over the first time you open it on a workday, then suggests a plan for the free hours in your day.
See the Task Agent
Good morning! Two tasks were left over from yesterday. Want to take a quick look before I suggest a plan for today?
Questions
Short, straight answers. If yours is missing, just ask us.
Nothing. The briefing is part of the base dashboard, for you and your team. It shows the numbers from the agents you have switched on.
No. Every agent you switch on brings its key numbers into the briefing by itself. Switch an agent off and its tiles disappear again.
From the Inbox Agent: Waiting for you, Sitting too long and Important senders open. From Calendar: Events today and your next event. From the Task Agent: Tasks today and Overdue tasks. From the Bills Agent: Overdue, Bills due soon and Discount available. From Notes Helper: your pinned notes.
Some tiles only appear when there is something to do, such as Sitting too long, Important senders open or Overdue tasks. Your next event only shows when one is coming up, and the Inbox Agent's numbers appear once a mailbox has been approved.
Red stands for anything overdue or sitting too long, yellow for anything due today or coming up. Tiles without a color are for your info, such as pinned notes or an available early-payment discount.
Yes. Every team member sees the briefing at the top of their own dashboard, with the agents shared with them. Tasks and pinned notes are counted for each person individually.
Morning planning is part of the Task Agent. When it is switched on, Alex walks you through anything left over the first time you open it on a workday and suggests a plan for the day. The briefing already shows you beforehand how many tasks are due today and whether anything is overdue.
Sign up, switch on your first agents and open your dashboard tomorrow. Your briefing will already be waiting at the top.
Included for free Included with every dashboard at no extra cost
Every morning I pull together what is coming up. You decide where to start.
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