Reminders, the daily brief and emails

Reminders

When you want to check something later, ask for a reminder instead of creating a new ticket. In your AI tool, say for example:

• Remind me in 3 days to check the signup numbers on TD-42.
• Remind me tomorrow to reply to the client.

You can say a date, tomorrow, in 3 days, in 2 weeks or in 2 months. The reminder can be linked to a ticket. On that day it appears in your daily brief until you mark it done, and you can snooze it to another date.

A ticket can also carry its own reminder time. When it passes, the person assigned gets an email. A date with no time means 9:00 in the morning.

The daily brief

Say “Hi Nellie” in your AI tool, or open Today in the app, for a short briefing on your day:

1. Anything marked time sensitive, which stays on top of your queue until done.
2. What is due in the next three days, shown above anything overdue.
3. Today’s reminders.
4. How your goals are doing.
5. For admins, what is waiting on their approval.

Need more time on a deadline? Ask your AI tool to request an extension. Your manager gets the request.

Your emails

Each person picks their own emails in Settings > Workspace and members, in the Emails card. Options include the weekly AI receipt, the monthly report, the team digest, emails when someone @mentions you, and day report reminders. Admins can add people outside the workspace, such as finance, to the monthly report.