- 1
Read your morning briefing
Home
One message a day lists what needs you. Anything left too long goes to your manager.
- 2
Ask the assistant
Assistant
Ask about leads, deals, leave or boards by text or voice. It sees only what you are allowed to see.
- 3
Schedule reports
Settings → Reports
Day-start, end-of-day and weekly reports by email.
Common questions
Good to know
Can the assistant see other people's data?+
No. It works with the permissions of the person asking.