Agenteous·
Ops Agents

Notifications

The Principal Assistant's own Slack channel carries the escalation cards and the meeting summary cards. Meeting summaries also appear on the Meeting Intel page in the app. The briefs come by email and Slack direct message instead, as part of the daily brief. It posts no reply cards: reply drafts for the mailbox come from Account Assistant.

Daily Brief

When: Weekdays at 8:00 am and 4:00 pm local time, by email and as a Slack direct message to each recipient. It no longer posts to the assistant's channel.

What it contains:

  • Morning: Your Day, Tasks Over Budget, SLA Overdue, Clients At Risk and Deals Stalled. The principal also gets Awaiting Reply (sent threads where nobody has answered for three business days or more) and, when it is turned on, Inbox Triage
  • Afternoon: Pipeline Pulse, Time Tracked Today, Dormant Prospects and Draft Posts

Action required: None. Read it to plan your day. A section with nothing to report is left out; one that cannot load shows a short note instead.

The separate morning and end-of-day briefs and the two inbox digests (with their Undo and Always block buttons) have been retired. To undo a triage decision, move the message in Gmail; triage learns from that. See Inbox Triage.

Meeting Summary Card

When: Each time a new meeting transcript is processed, whether it came from your meeting service or from the Submit a Transcript button on the Meetings page.

What it contains:

  • A short summary of the meeting
  • The action items that were extracted

Action required: Check the action items. Open the meeting on the Meeting Intel page, where items are grouped as On Your Plate and Team, to promote it to a blog or LinkedIn draft. Those drafts wait in the content and social approval queues.

Escalation Card

When: When an incoming email shows cancellation risk, a revenue opportunity or sensitive language, and the principal has escalation notifications turned on. It is posted to the assistant's channel. The same alert is not repeated within 24 hours.

What it contains:

  • A heading starting "Principal 911" with the signal: cancellation risk, revenue opportunity or sensitive language
  • The category the email was sorted into
  • The sender, the subject and any keywords that matched
  • An excerpt of the email

The card ends with a line saying no reply has been drafted and the message is waiting in the principal's inbox. The Principal Assistant does not post reply cards, so there is no approval card in the channel.

Action required: Find the email in Gmail and decide how to respond. If Account Assistant drafted a reply, it is in the mailbox owner's Slack messages.

Decision Confirmation

When: After you log a decision with the decision command in Slack.

What it contains:

  • Confirmation that the decision was saved, visible only to you

Action required: None.