Your morning briefing
Each morning ASTRO can write you a short note of the day: today's follow-ups, what is overdue, how the pipeline moved since yesterday (new, moved, won, lost), deals at risk, what should close this week, and, when your role includes them, MRR, ARR, overdue invoices and yesterday's payments. Morning briefings are on for everyone who can use the assistant; you choose below whether you want one, and when. When your company keeps money amounts to the finance team, the briefing shows other roles no amounts or deal values.
Read it
- When the briefing is ready, a notification says so. Select it to open Your morning briefing.
- Select a line to open the record it is about.
If your access changed since the morning, the briefing is written again for what you can see now. "There is no briefing for this day" means none was written that day.
Choose how you get it
- On the briefing page, go to How you get it.
- Tick or untick Write me a briefing each morning, and choose the Time, in your time zone.
- Tick Weekdays only, E-mail it to me as well and Say nothing on a quiet day as you prefer.
- Select Save.