Daily brief

Each morning Random writes a short brief from your mail, calendar, tasks and CRM. It opens with what needs you, and you choose the blocks below it.

How it works

1. Random reads your day

   Your meetings for today, new mail and drafts, open follow-ups and tasks, and your deals.

   Reads
2. It writes the Morning brief

   A written read on your day: what changed, what matters and what to do first.

   Writes
3. You work from it

   Open a draft, approve what waits in Needs you, tick off a task, or join your next meeting.

   You

Blocks you choose

Press Customize, then Add a block, drag blocks to move or resize them, and press Save layout. The blocks:

• Your day: Morning brief, Today, Next meeting, Drafts ready, Needs you.
• Work and people: Tasks today, Tasks overdue, Follow-ups, Pipeline, People, Time reclaimed.
• Notes and account: Recent notes, Recently learned, Custom note, Usage.

Your follow-ups are sorted into three groups: Can't slip, Ready for your OK and Can wait. A follow-up with a draft waiting sits under Ready for your OK, unless it can't slip. Either way it shows Draft ready: press it to open the draft.

Tips

• Mark follow-ups done and tasks complete, and they leave the brief. A short brief is a useful brief.
• The People and Pipeline blocks read from Random's own CRM or the one you connected. Choose under Settings, CRM source.
• A Private inbox never appears in the brief.

What it does not do

The brief does not act. It shows what is waiting; drafts stay drafts and held actions stay held until you approve them. See Approvals.