Your daily briefing
The briefing is your morning read on your commercial book: what changed overnight, what twelfth has surfaced into Triage, and what is worth your attention today. It is the fastest way to start the day already oriented.
Open Briefing from the left rail, or read the summary on Home.
What it covers
- the decisions ready for you today,
- signals that crossed a guardrail overnight,
- promotions approaching a commitment date, and
- a portfolio and category read (in the deeper weekly brief).
Delivery and timing
The workspace sets a starting point for everyone — the delivery time, the channel (email, in-app, or both), and whether a longer Monday deep brief goes out. Owners and admins set these in Workspace defaults.
You can override the delivery for yourself in Notifications — change when your brief arrives, where it is delivered, or turn the deep brief on or off — without changing anyone else’s.
The briefing points at the work; the doing happens in Triage. Treat it as the map, not the queue.