Your Daily Brief

Every morning Suprata writes each person a short brief of what needs them today, from their customer email, their job notes and their dashboard. How it decides what matters, and how to get the most from it.

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Your Daily Brief

The first ten minutes of the day usually go on piecing things together: scrolling the inbox for anything urgent, remembering which quote you promised to chase, checking whether a payment came back. The daily brief does that for you. Every morning Suprata reads what's new for you and writes a short list of what needs you today, worst first, with each item linked straight to the job, invoice or customer it's about.

It's at the top of your home dashboard, and you can also have it emailed to you each morning.

What's in it

A brief has four parts:

  • A one-line summary of the day, naming the few things that matter most. For example: "Harbor Point Marina's card payment bounced, Dana Whitfield is waiting on Teams licences, and both afternoon visits are running late."
  • Needs you: the items to act on. A red dot means someone is waiting on you or money is at risk; an amber dot means it should be done today. Each item says what's going on and the useful next step, with links underneath ("Invoice #10482", "Job #1442698237", "Open email").
  • Your day: today's visits, in order.
  • Good to know: things worth knowing that need no action, folded away until you open them.

Owners and managers also get a Yesterday line: money collected, visits done, estimates approved, new customers. Each number only appears for people whose dashboard would show it.

Where it gets its information

The brief is written from three places:

  1. Your customer email since 6 am yesterday, if your mailbox is connected to Suprata. Only mail to and from people on an account or contact is read, so newsletters and personal mail never reach it. It also reads your replies, which is how it knows to leave out a conversation you've already answered.
  2. Your job notes from the last two days. A note like "Tom decides by Friday, call him Thursday if no answer" turns into a reminder on Thursday.
  3. Your dashboard: bounced and failed payments, estimates waiting on the customer, visits running late, overdue invoices, finished jobs not yet billed, unread customer texts, renewals due, items below their minimum stock, today's arrivals, and similar.

Your dashboard data follows your permissions, exactly as your dashboard does. A technician's brief never mentions revenue, because a technician's dashboard doesn't show it.

When several of these are about the same thing, the brief joins them. A quote email, your note about it and the "estimate waiting 5 days" signal become one item: "Lakeside Pipe is ready to approve the quote."

When it's written

  • Each morning, from 5 am, for everyone who has signed in or opened their dashboard in the last two weeks.
  • Again during the day when a customer emails you, at most every two hours between 7 am and 6 pm. A customer writing "we're ready to go ahead" moves straight to the top.
  • Whenever you press Refresh on the brief, up to once every ten minutes.

Each brief uses one AI credit. Briefs are only written for people who are actually using Suprata, so accounts nobody signs in to don't spend credits.

Using it well

  • Press Done when you've dealt with something. The item disappears for the rest of the day, including when the brief is rewritten later. Tomorrow's brief starts fresh.
  • Use the links rather than searching. Every link opens the exact record the item is about. "Open email" opens that customer's email on their account.
  • Tell it whether it helped. The thumbs at the bottom are read when we tune how briefs are written.
  • Turn on the morning email if you start the day on your phone. Tick Email it to me each morning at the bottom of the brief. It arrives once each morning with the items that need you and a link to your dashboard. It's off unless you turn it on, and each person decides for themselves.

Setting it up for your company

There is very little to set up:

  1. AI summaries must be on. The company setting Enable AI Summaries and Assistants needs to be on, and AI has to be part of your plan. If it's off, the brief says so and nothing is written.
  2. Connect people's mailboxes if you want email in the brief. Without a connected mailbox, the brief still works from job notes and the dashboard. It just can't tell anyone about customer emails.
  3. Keep customer email addresses on your accounts and contacts. The brief only reads mail from people it can match to a customer, so a customer with no email address on file is invisible to it.

Common mistakes

  • Expecting it to cover every email. It deliberately ignores automated mail (payment notices, notifications, no-reply senders), newsletters and anyone who isn't a customer. If a real customer's email is missing, check their address is on the account or contact.
  • Treating "Good to know" as a to-do list. Those items are context. If something there needs action, the brief got the priority wrong: tell it with the thumbs, and deal with it anyway.
  • Pressing Refresh repeatedly. The brief already rewrites itself when customers email you. Refresh is for when you've just finished a burst of work and want a clean list, and each press uses an AI credit.
  • Worrying that it can invent things. It can only point at records it was given. If the AI mentions a job or invoice that wasn't in your email, notes or dashboard, that item is dropped before you see it. Its wording can still be wrong about a detail, so open the record before acting on anything costly.
  • Looking for it on a company with AI switched off. The brief won't appear, and the old daily summary won't update either. Switch AI summaries on, or rely on the dashboard's own summary line.

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