Daily Briefings
Daily Briefings give you a concise summary of what happened across all your connected data sources, delivered to you every morning.
What is in a Daily Briefing?
A typical briefing includes:
- Key metrics summary. Revenue, signups, active users, or whatever metrics matter to your business.
- Notable changes. Anything that spiked, dropped, or crossed a threshold since yesterday.
- Activity digest. A summary of GitHub commits, Jira updates, Slack discussions, and more.
- Action items. Things that might need your attention today.
Setting Up a Daily Briefing
- Go to Settings > Insights > Daily Briefing.
- Choose your delivery time (e.g., 8:00 AM in your timezone).
- Select which data sources to include.
- Choose your delivery method: email, in-app notification, or both.
- Click Save.
Customizing Your Briefing
You can configure:
- Which metrics to highlight. Pick the 3 to 5 numbers that matter most to you.
- Comparison period. Compare to yesterday, last week, or last month.
- Detail level. Choose between a quick summary (2 minutes to read) or a detailed brief (5 to 10 minutes).
- Recipients. Send the briefing to yourself, your team, or specific people.
Example Briefing
Morning Brief for April 21, 2026
Signups: 89 (up 15% vs. last week)
Revenue: $12,340 (on track for monthly goal)
Open support tickets: 23 (down from 31 yesterday)
Notable: GitHub deploy frequency doubled this week. Three critical Jira bugs were closed.
Action items: Two high-priority support tickets are approaching SLA deadline.
Tips
- Start with a quick summary and increase detail as you figure out what is most useful.
- You can have multiple briefings for different audiences (engineering lead vs. CEO).
- Briefings use the same citation system, so you can always drill into the underlying data.