Schedule
The Principal Assistant runs on its own throughout the day. You do not trigger anything. Times below are weekday times for your install.
The Daily Brief
The principal's briefs are part of the daily brief your team receives (by default everyone on staff; your administrator can narrow it). It arrives twice each weekday, at 8:00 am and 4:00 pm local time for your install, by email and as a Slack direct message to each recipient. Nothing about the brief posts to the assistant's channel any more.
| Brief | When | Sections |
|---|---|---|
| Morning | Weekdays at 8:00 am | Your Day, Awaiting Reply (the principal only), Tasks Over Budget, SLA Overdue, Clients At Risk, Deals Stalled, and Inbox Triage for the principal when it is turned on |
| Afternoon | Weekdays at 4:00 pm | Pipeline Pulse, Time Tracked Today, Dormant Prospects, Draft Posts |
A section with nothing to report is left out. A section that cannot load shows a short note saying why, so one missing source does not hold up the rest.
The separate 9:00 am and 4:00 pm briefs and the 9:30 am and 4:30 pm inbox digests that used to post to the assistant's channel have been retired. What the digests reported now appears in the Inbox Triage section of the morning brief; see Inbox Triage.
Running Continuously
Email triage: the assistant checks the principal's Gmail about every two and a half minutes, up to 25 messages per check. New mail is sorted; no reply drafts are written. What triage may do is set on the Inbox Triage screen: the mode (Off, Observe, Label or Enforce), the confidence the assistant needs before it applies a label, and the review label where spam, marketing and cold pitches go in Enforce mode.
Meeting transcripts: the assistant looks for new transcripts from your connected meeting service every 15 minutes. Each new one is processed once, so you get one summary card per meeting.
Follow-up check: each weekday morning, as the brief is built, the assistant looks through the principal's sent mail from the last 30 days for threads where they asked for something and nobody has replied for at least three business days. These appear in the Awaiting Reply section of the principal's morning brief (only the principal sees it, because it reads their mailbox), with a note on threads it has raised three or more times. The same list fills the Awaiting Reply table on the console Principal Assistant page.
What It Does Not Do on a Schedule
It does not send pre-meeting prep. The Meeting Assistant does that, ahead of each eligible meeting.
If your agency has turned on business hours, routine notifications can be held until the working day. The shipped setting is off, so the brief arrives at the times above.
Related
- Notifications: what reaches you, and where
- Troubleshooting: what to check when the brief does not arrive