The daily brief
A short daily summary of your most important open insights.
The daily brief is the card "Daily brief" with today's date at the top of Advisor, Insights. It summarises your top 5 open insights in a few sentences. It is built only from the insights you may see, so every person gets their own brief.
Who can use this
- Owner
- Admin
- Accountant
- Sales
- Purchase
- HR Manager
- Viewer
Fields and options
- When it is made
Once per day and person, during the nightly run, or when you first open Advisor that day.
- With AI wording
The AI writes the summary from the facts of your top items. The same rule applies as for insights: no number or name that is not in the facts.
- Without AI wording
A template text such as "5 open items, 1 critical and 2 warnings. Most important: …" listing the top three titles.
- Nothing open
The brief says "No open items. There is nothing that needs your attention right now."
Related
- Your Advisor notifications
Choose your email summary, its time, your areas and urgent emails.
- Company settings: checks, thresholds and AI wording
Switch checks on or off, tune thresholds, control AI wording and run a check now.