Notifications

Principal Assistant cards arrive in your dedicated channel, and the same email drafts and meeting summaries are waiting on your Inbox and Meeting Intel pages in the app. Inbox digests and on-demand responses arrive as direct messages. Any card the assistant posts to your channel can be snoozed: set it aside and it comes back later when you have time. Routine, non-urgent cards may be held until working hours so they do not interrupt your evening; genuinely urgent items still reach you right away. 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, Archive, and Reject actions

Action required: Approve to send the reply with your signature, Archive to file the message without replying, or Reject to discard the draft. You can act from the card in your channel or open the draft on your Inbox page in the app to read the full proposed reply first.

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. The same meeting opens on your Meeting Intel page in the app, where the action items are split into what is on your plate and what belongs to your team, and a single click turns the conversation into a blog or LinkedIn drafts. Those drafts then go through the normal content approval before anything is published.

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.