The morning brief

The morning brief is an email KretaOS sends you at 8 AM in your workspace's time zone (see Time zones) with your day's follow-ups in one place, so you can plan before you open the app. It is the email twin of the AI Brief card on Home.

What is in it

• A short paragraph that reads your day for you: what is due today, what slipped most recently, which client needs a word, which promise has slipped.
• A strip of counts: Overdue, Due today and, when there are any, Promises late.
• Due today: what is due before the day ends.
• Promises overdue: promises past their date, the most recent slip first, marked as owed by you or owed to you.
• Overdue: follow-ups past their date, the most recent first, with the client's name. Older ones sit at the bottom of the list.
• Coming up · next 3 days: what is close, so nothing surprises you.
• Others are on: tasks you are in the loop on that a teammate finished or dropped yesterday, with their note, or that slipped a week late. It shows only when one of those happened. See Keeping a teammate in the loop.

Each line names the client and the task, so you can act on it from your phone.

Who gets it

You get a brief on any day you have follow-ups that are overdue, due today or due in the next three days. A follow-up reaches:

• the teammate it is assigned to,
• the client's owner,
• teammates on the client's team, and
• teammates who have logged a touch with that client recently.

If none of those people is still on the team, the brief goes to an admin instead, so nothing falls through. You get at most one brief a day.

Email, Slack or both

Under Morning brief in Settings › Intelligent alerts, tick where it goes: Email, Slack, or both. One always stays ticked — to stop the brief, use the switch instead (below).

Slack can be ticked once your Slack is linked (see Use KretaOS in Slack). If you choose Slack only and Slack can't be reached one morning, the brief is emailed instead, so you never miss it.

Turning it off

Open Settings, go to Intelligent alerts, and switch off Morning brief under Your alerts. That stops your brief only — email and Slack; it does not change anyone else's.

An Admin also sees Morning brief under Workspace policy · applies to everyone. Switching it off there stops the brief for the whole team, and each person's row then reads Off for everyone · set by your admin.

The AI Brief on Home

Home carries the same idea live: the AI Brief card sums up the ranked list beneath it — your own list on Mine, your team's on My team — and nothing else, with chips for replies waiting, follow-ups due, promises past their date and clients going quiet. Press its refresh icon to rewrite it after a busy morning. See Home and Do now.