Your plan for today

Know exactly what
to do today.

Every morning Emma writes you a short briefing and a numbered task list built from your pipelines, your deals and your contacts. It's waiting in Pipeline OS and in your inbox when your day starts.

Included in New Agent and Growing Agent14 days free

What it does

Open it.
Work the list.

In your inbox every morning

A “Good morning” email with your briefing, your numbered tasks and a button straight into Pipeline OS.

Built from your own data

Every task comes from your deals, your follow-ups and the pipelines you chose. Nothing generic.

Nothing falls through

Up to five unfinished tasks carry over to the next morning, labelled so you know they're from yesterday.

A Friday recap

Emma reviews your week, names the pipelines you skipped, and sets the focus for the week ahead.

How it works

Every morning, already done.

1

Emma reads your business

Overnight she looks at your deals, your follow-up dates and the pipelines you're working.

2

Your brief arrives

A two-sentence briefing and at least five tasks, most urgent first, in your inbox and on your Today page.

3

Tick it off

Check off tasks as you finish them and watch your done count climb. Unfinished ones carry over.

Inside Daily Brief

What's in your brief

  • A greeting and the most urgent deal or contact
  • Five or more tasks, most urgent first
  • Each task tagged to one of your pipelines
  • Up to five unfinished tasks carried over
  • Tick tasks off as you go
  • Look back at earlier days
  • Your next Office Hours session
  • Your active deals, contacts and week streak

Your first plan on day one

New members get a starter checklist straight away, so you're never staring at an empty page. From the next morning, Emma takes over.

Meet Emma
Questions

Daily Brief: your questions

When does it arrive?

Early every morning, before the working day starts. It's on your Today page and in your inbox.

What if I don't finish my list?

Up to five unfinished tasks carry over to the next morning, marked as past tasks, so nothing quietly disappears.

I'm brand new with no deals yet. Will it still work?

Yes. You start with a starter checklist, and Emma builds from your pipelines and goals until your board fills up.

Is the Friday recap emailed too?

The recap lives on your Recap page in Pipeline OS, next to your scorecard and streak.

Everything you need.
Nothing you don't.

Start your 14 days free today. Emma will have your first plan ready tomorrow morning.

From $49/mo after your trial · Cancel any time