Your daily briefing and AI drafts

Open Your day (Advisor) for the business briefing, recommendations, and items awaiting action. The page combines findings derived from records with an AI-written explanation where configured.

What it looks for

Supported detectors identify patterns such as repeat work that may fit a retainer, payment behavior, client concentration, and recurring or possibly duplicated costs when bank data is available.

The page also presents live action items, such as outstanding follow-up work. Those actionable records have a different lifecycle from recommendations: completing the underlying work matters more than hiding a card.

The calculations and evidence are produced before narration, but an AI-written explanation can still be wrong or stale. Check dates, currency, source records, and the meaning of a suggested amount. A proposed retainer amount is not a new agreed price.

Recommendation controls

Where available, use Done, Snooze 7d, or Dismiss to manage a recommendation. These controls affect its recorded state and can influence the ordering of future suggestions.

Live action items may offer snooze without dismiss; resolve the underlying invoice, quote, or other record to complete that work. Marking an Advisor recommendation done is not the same as paying an invoice, sending an email, or changing a contract.

Draft a client email

For a recommendation with Draft the email:

1. Generate the draft and inspect its recipient, subject, and body.
2. Edit unsupported claims or incorrect details.
3. Use Approve and send only when you want that message sent.
4. Use Save for later or Discard if you are not ready.

Creating an Advisor email draft does not send it. Sending uses the portal's email workflow and reports the result; do not blindly resend after an uncertain outcome. Standard email formatting, signature, and reply-thread handling may accompany your edited text.

Freshness, permissions, and provider use

The scheduled briefing refresh is approximately daily when configured and an AI provider is available. Refresh requests a new report; it is subject to AI/write permissions. A normal page read can show a cached report.

Without a working AI response, computed recommendations can use simpler fallback wording. Drafting an email still needs a working AI setup. Configure the active provider and admin model in AI Models & Chat.

When bank-derived findings are included in an AI report, merchant/amount findings can be sent to the organization's configured provider. The external MCP Advisor view excludes those bank-feed findings and does not regenerate the briefing. Those are different data paths, not an assurance that all Advisor processing stays on the server.