Notifications

All Principal Assistant cards arrive in your dedicated channel. Inbox digests and on-demand responses arrive as direct messages. Each card type is described below.

Morning Brief

When: Each weekday morning on schedule.

What it contains:

• The day's calendar at a glance
• Top priorities drawn from open tasks and deal activity
• A summary of email that arrived since the prior day's EOD brief
• Any items still open from yesterday

Action required: Review to plan your day. Pending approval cards carry over automatically; no separate action is needed to keep them visible.

End-Of-Day Brief

When: Each weekday afternoon on schedule.

What it contains:

• What happened during the day: meetings, approvals, email sent
• Items still open that need attention before tomorrow
• A preview of tomorrow's first commitments

Action required: Review and handle anything time-sensitive before closing out.

Email Draft Card

When: Each time a new email arrives that requires a reply and a draft has been prepared.

What it contains:

• Sender name and subject
• The full draft in your voice
• Approve, Edit, Redraft, and Skip buttons

Action required: Approve to send, Edit to adjust before sending, Redraft to generate a fresh version, or Skip to dismiss without sending.

Inbox Digest

When: Delivered as a direct message when you request one, and as part of the morning and EOD briefs.

What it contains:

• Count of emails by category: needs reply, receipts forwarded, cold/promotional, ambiguous
• A short line per item in each category

Action required: None for the digest itself. Individual email drafts arrive as separate cards.

Meeting Intelligence Card

When: Each time a meeting transcript is processed, whether uploaded or detected automatically.

What it contains:

• A short summary of the meeting
• Extracted action items with owner name and due hint from the transcript
• A follow-up email draft if the meeting calls for one

Action required: Review the action items for accuracy. If a follow-up draft is included, approve, edit, or skip it. If you want to promote an insight to LinkedIn or a blog post, tap the Promote button on the relevant item.

Meeting Prep Card

When: Approximately 30 minutes before a scheduled meeting.

What it contains:

• Who you are meeting and why
• Relevant context from your CRM and open tasks related to this contact or opportunity
• Notes from previous meetings with the same participants if available

Action required: None. Review before the call.

Escalation Card

When: When a tier-1 signal arrives: a client email past its reply window, a stalled deliverable, or another time-sensitive item that warrants immediate attention.

What it contains:

• One line describing what happened
• Why it matters to you specifically
• A recommended action
• A link to the source thread, task, or email

Action required: Review and act on the recommendation. The card includes action buttons if the recommended response can be executed directly.

Decision Capture Confirmation

When: After you log a decision via a direct command or an emoji reaction in Slack.

What it contains:

• The decision text as recorded
• Confirmation that it has been logged

Action required: None. If the captured text looks wrong, follow up with a correction in the channel.

Content Promotion Card

When: When you ask to promote meeting content to LinkedIn or a blog post.

What it contains:

• The excerpt or insight being promoted
• The target destination (LinkedIn post, blog draft)
• An Approve or Skip button

Action required: Approve to hand off to Marketing Social or Marketing Content for drafting. Skip to dismiss.