The Daily Brief is your morning rundown. One look tells you what needs you today, so you don't have to check every workstation.

What's in it

  • Needs your attention: drafts waiting for your review, follow-ups such as an overdue invoice, and how many messages are waiting in your inbox.
  • Today: your meetings, bookings and to-dos for the day.
  • This week's goals, your recent documents and a news column.

The brief sent to your phone is personal. Drafts, meetings, to-dos and the inbox count are yours or unassigned. Goals, money and alerts are the same for everyone on your team.

Open it

  1. In the Business Hub, click the clipboard icon at the top right. Your brief opens for the business you're in.
  2. Click Review on a draft, or Follow up on an alert, to act on it.

Get it on your phone

  1. Connect Sidekick to Telegram, WhatsApp or Slack.
  2. In your brief, turn on Send to Sidekick.
  3. Click the time next to it to choose when your brief arrives.

One brief for every business

On your phone you get one brief a day, with a section for each business you follow. Your send time is the same for all of them, and each business's "today" uses its own time zone. You start with the businesses you created.

To add or leave a business, switch to it, open Chat, click Do, then Routines. Turn Daily Brief delivery on or off. You can still open any business's brief in the app.