Daily Brief & Alerts
The things that matter find you. Every morning.
We set the daily rhythm: a morning brief, alerts on the accounts and numbers you picked, a nudge when something needs a decision.
You choose what matters. It arrives without being asked for, where you already are — Slack, email, or your first conversation of the day.
- Northwind usage down 18% this week
- Two renewals due before Friday
- Pipeline on track for the quarter
What arrives
Three kinds of thing, and nothing else.
The point of a brief is what it leaves out. Everything here is something you chose.
The morning brief
What moved overnight and what is worth your attention today. Pipeline changes, the accounts on your list, anything that crossed a line you set.
Alerts you asked for
A named account opening a proposal twice. Spend running over plan. A number crossing a threshold you picked, not a default someone shipped.
A nudge on decisions
When something has been sitting and needs a person, it comes and finds you rather than waiting to be noticed.
A day, as configured
Set once, then it runs.
08:30
Morning brief
Pipeline moved, three accounts to watch, one thing waiting on you.
11:00
Account alert
Acme opened the proposal twice. Worth a nudge while it is warm.
16:00
Threshold crossed
Campaign spend is 18% over plan this week.
“I stopped opening four dashboards. It tells me what changed.”
VP Growth · Education platform
Where we draw the line
The failure mode is noise.
An alert nobody reads is worse than no alert, because it teaches people to ignore the channel.
We won’t ship a default digest.
You pick the accounts, the numbers and the thresholds. A brief nobody chose is a newsletter.
We won’t send it somewhere new.
It arrives in Slack, in email, or in your first conversation of the day — wherever you already look.
We won’t leave it as we set it.
We tune it after a fortnight of real use, because what you thought you wanted and what you actually read are rarely the same.
Questions
The questions buyers actually ask.
Direct answers for teams deciding whether the daily rhythm belongs on the shortlist.
What are the daily settings and notifications?
You choose what matters: a morning brief, alerts on named accounts, a flag when a number moves past a threshold, a nudge when something needs a decision. It arrives where you already are — Slack, email, or your first conversation of the day — so nobody has to remember to open a dashboard.
How is this different from the alerts in our CRM?
CRM alerts fire on one system's events. This reads across the base — the call, the document, the deal and the spend — so the nudge arrives with the context that explains it rather than a bare notification.
Can different people get different briefs?
Yes, and they should. A VP of growth and an SDR do not need the same morning. Each brief is scoped to the person and to what they are allowed to see.
What if it gets noisy?
We tune it after a couple of weeks of real use, and you can turn any thread off yourself. The measure is whether people still read it in month three.
Do we need the knowledge base first?
For the alerts, not necessarily. For the brief to explain why something matters rather than just reporting it, yes — that context is what the base provides.
Also part of the system