BizCortex documentation

Today and the morning briefing

Your day at a glance: briefing, meetings, replies, commitments, hints and approvals.

Today is the start page of the Assistant. It collects everything that needs you today in a few cards. The button "Chat with the assistant" at the top opens the chat panel.

The morning briefing is a short overview of your day. It is created automatically on working days at your chosen time. The facts in it (meetings, mails, approvals, commitments, contacts, Advisor insights) are taken from your data by code. The AI model only writes a short intro and one line per item, and every line is checked against the facts. If a line does not match, the plain template text is used instead.

Today and the morning briefing
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Sales
  • Accountant

Steps

  1. 1. Read the briefing

    The Briefing card shows today's briefing. If there is none yet, it says "There is no briefing for today yet." Click "Create briefing" to make one now. Click "Regenerate" to replace it with a fresh version.

  2. 2. Check your meetings

    The card "Today's meetings" lists today's events with their issues (for example a conflict). Click "Week" to open the Calendar.

  3. 3. Answer waiting mail

    The card "Waiting for your reply" lists mail that needs an answer, with the reply date when known. A shield icon marks suspicious mail. Click "All" to open the Inbox.

  4. 4. Handle commitments due

    The card "Commitments due" shows promises due today, marked "Your promise" or "Owed to you". Click the check button ("Mark as done") to close one.

  5. 5. Work through hints

    The card "Hints" shows what the Assistant noticed, with a severity of Info, Important or Urgent. Click "Done", "Tomorrow" to snooze it, or "Dismiss".

  6. 6. Open approvals

    The Approvals card shows how many approvals are pending and how many of them are high risk. Click "Open" to go to Approvals.

Fields and options

Briefing time

Default 07:30 in your time zone. Change it in Settings, Profile tab.

Briefing content

Today's agenda and its calendar issues, the top 5 mails that need a reply, pending approvals, your own commitments due today or overdue, overdue promises owed to you, relationship hints (contacts gone cold, birthdays) and the top 3 Advisor insights.

Briefing delivery

Always in the app. Optionally also by email, WhatsApp or SMS (Profile tab, "Send briefing via").

Skip days

By default no briefing on weekends and on public holidays of your federal state.

Tips

  • On WhatsApp or SMS, send the word "Briefing" to get today's briefing on your phone at any time.
  • The compact Today widget on your BizCortex home page shows the same counts and links to this page.

Good to know

  • There is one briefing per day. Regenerating replaces it.
  • If the server misses the exact time, the briefing is still sent within 90 minutes.
  • Advisor insights appear only if your company has booked the Brain package, and only those the Advisor feed would show you.
  • Without an AI model, or when your daily AI limit is used up, the briefing uses plain template text.

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