Briefing, Insights, and Weekly Review
Start the day with a summary of what needs attention, see what Agiled noticed, and review your week.
Agiled AI can tell you what needs attention without being asked. It uses the records and permissions you already have, and only shows you things about records you can see.
Daily briefing
Open Agiled AI. Today's briefing appears at the top: a greeting, a short overview, and the items that matter most, each linking to its record. It includes things Agiled noticed, tasks due today, approvals waiting for you, and AI worker cases that need you. Below it, Your workers shows each AI worker and whether it needs you, with the chat box at the bottom of the page.
You get one briefing per day. It is written the first time you open a new chat that day and then reused, so opening it again shows the same briefing until tomorrow. The items stay current all day, and when an AI worker is waiting on you the overview says so. If it takes a moment to prepare, you see your usual starter suggestions instead.
It is personal. Two people in the same workspace can see different briefings.
Agiled noticed
Agiled looks through your records for things worth your attention. It checks every hour. Examples of what it looks for:
- An invoice that is later than that client usually pays, or more than 7 days overdue when there is no history yet.
- Billable time that has not been invoiced for two weeks or more.
- A project where nothing has moved for a week, or that is behind its due date.
- A lead who filled in a form and has not heard back.
- A deal that has sat in one stage for two weeks or more.
- A sent estimate that has had no answer for a week.
- Invoices coming due in the next 14 days.
You see these in three places:
- The Agiled noticed card on your dashboard, with See all.
- The Agiled noticed page (select See everything Agiled noticed under the briefing), with the tabs Open, Handled, and Dismissed, and a filter by area. Items you dismiss or handle are kept there for 30 days.
- An email, at most one every 20 hours, if you have the Agiled AI notification turned on in your notification settings.
Each item has a level (info, attention, or urgent) and links to the record. You can:
- Act on it with one of its suggested actions, such as Open invoice or Draft a reminder. Drafting opens a chat with the request filled in, and nothing is sent until you approve it.
- Dismiss it if it does not matter.
Nothing on this page has been changed or sent.
Weekly review
On Monday morning, Agiled writes a review of the week that just finished for the workspace: what happened and what needs follow-up. You get an email when it is ready if the notification is on. Open it from Weekly review on the Agiled noticed page, or from the link in the email. Use Previous week and Next week to move between weeks. Each person sees only the parts about records they can access.
Limits
The briefing, the notices, and the weekly review are built from counts and dates in your own records, using fixed rules, not written freely by an AI. They do not use AI credits. They can still miss things, such as work that happens outside Agiled, and they are only as accurate as your records. Check the record before you act. A draft you ask for from a notice, such as a reminder, is written by Agiled AI in a chat and does use credits.