
What you get
- A prioritised list of emails that need a reply, grouped by urgency
- Meetings on today’s calendar with who’s attending and what to prepare
- Open threads from the day before that haven’t been resolved
- Suggested next steps for your highest-priority items
When to use it
- You start most mornings playing catch-up on a full inbox
- You manage multiple clients or deals simultaneously and need to triage fast
- You want one clear view of the day before diving in
How to activate
Ask Amy for your briefing and tell her where to send it.Copy and send to Amy
Want to add your CRM to the briefing? Connect your CRM and Amy will surface deals with activity overnight or meetings with pipeline contacts.
Make it a routine
This one earns its keep as a routine. Set it once and the briefing is waiting before you open your inbox.Copy and send to Amy
Integrations needed
Calendar
Messaging (optional)
Book a free expert session →
Want to get more out of this recipe? Book a free session with an Amy expert and we’ll tailor it to your workflow, no charge.