Answers
The daily brief: what it says and how to switch it off
Every morning the account owner gets one email, Your morning numbers. It is one page on purpose: a brief that scrolls is a brief nobody finishes. It is built from the same numbers your dashboard shows, so nothing in it is an estimate.
What is in it
What happened. Yesterday's revenue and leads, and calls if you track them, then the last seven days against the seven before, with ad spend when Google or Meta is connected. If your lead rules exclude anyone, the count says so beside the number, the same way the dashboard does.
Your deal board. How many deals are open and what they are worth, and what closed won in the last seven days. A clause with nothing to say is left out rather than printed as a zero, because a brief that says “0 won” every morning teaches people to stop reading it. If your board carries no values we say so instead of claiming it is worth nothing, since an unpriced board and an empty one are different problems and only one of them is yours to fix. Deals sitting in a Won or Lost stage while still marked active get named here too, so the tidy-up finds you rather than the other way round.
On your plate. Anything the dashboard flagged, deals that have sat still for two weeks, and, when Calendly is connected with meeting recaps, what yesterday's meetings left you to do. That last part quotes one real action item from the notetaker so the line is a prompt rather than a summary; the rest live on the contact card, which is where you act on them.
Data as of. The moment the numbers were rebuilt, in your own time zone. The brief rides the first refresh of the day, so it lands around 4:30 AM Eastern, before your earliest riser.
Switching it off, and on
Settings → Daily brief. One checkbox, owner or admin only, because the email goes to the account rather than to a person. Untick it and tomorrow's brief does not go out; tick it again whenever you like. Nothing else changes: the Daily brief section on your dashboard is separate, and you show or hide that one from the Library on the dashboard.
Two ways to tune what it says. Under the same card, Not a concern lists the lines the brief would say this morning; tick one and the brief stops saying it, for everyone who receives it, until you untick it. And on Board settings, Which boards the daily brief covers lets you untick a board you run for something other than this business: its records stay on the board and leave the brief.
If it looks wrong
Reply to the email. A real person reads it. The most common surprise is a quiet brief in your first weeks, which is the tracking still filling in, covered in Your first month.