Daybook, a Pulse module. Works on its own too.
Yesterday, already read.
Every morning Daybook hands you one page: today's meetings and what you need going in, what you owe and to whom, what you're waiting on, and what changed on your accounts.
It reads your email, chat, calendar and meetings, and never touches any of them.
Set up in about 45 minutes. Runs every weekday before you start.
A real Daybook brief with an invented morning. Yours is built from your own accounts.
Reads everything.
Touches nothing.
Reads everything, touches nothing
It reads all your mail, chats and meetings. It never sends, replies, moves or deletes.
Remembers only what you approve
A memory of your accounts, projects and people. New facts wait in a queue until you say yes.
Your mail stays in your accounts
It runs inside your own work and AI accounts. We never hold your mail.
Four steps,
every night
Your brief is ready before you are. What it reads stays a dated record; what it means lives in a memory you approve.
Capture
Reads yesterday's mail, chats, calendar and meeting notes into a dated record. Read-only.
Learn
Proposes new people, accounts and terms for your memory. You approve what goes in.
Brief
Writes your one-page morning brief from the record and the memory.
Check
Confirms every step ran, and tells you loudly when one didn't.
- Today's meetings
- Who is in the room, the last touch, and the one thing you need going in. External meetings first.
- I owe
- Replies and commitments you owe, oldest first, including action items from meetings.
- Waiting on them
- What you asked for that hasn't come back, with a suggested follow-up date.
- Account signal
- Accounts that moved since yesterday, one line each.
- Wins
- Anything signed, delivered or moved forward.
- Memory
- New people, accounts and terms waiting for your approval.
Rules that came
from real mistakes.
It checks before it says anyone went quiet.
It reads only. It never sends, replies, forwards, moves or deletes, and never touches your calendar.
Sensitive mail is set aside. Pay, HR, performance, medical and legal mail is never saved or summarized, only noted as a stub.
It checks before it accuses. It looks at your sent mail and chat before it says anyone went quiet. A reply in any channel counts.
What happened beats what was summarized. The live record outranks any older summary, including its own.
Memory changes only with your yes. New accounts, people and facts wait in a queue.
It learns from its mistakes. Tell it what it got wrong, and it writes a rule so it doesn't happen again.
| You | We |
|---|---|
| A 45-minute setup interview | Check your connections, build your record and memory, seed it from 90 days of mail |
| Five minutes with the brief each morning | Tune the rules for 30 days as you flag mistakes |
| “Review my proposals” once a week | Weekly memory clean-up, and fixes when a step fails |
| Say what it got wrong | Turn each mistake into a rule |
We run it on ourselves
before we run it for you.
Daybook is proven on our own people first: 30 days, five measures, bars published before the results.
| Measure | The bar | Our result |
|---|---|---|
| Time saved | 2+ hours a week per person | Pilot running |
| Wrong claims | Under 1 per brief by week 4 | Pilot running |
| Still reading it | 4 of 5 people in week 4 | Pilot running |
| Setup effort | Under 4 hours per person | Pilot running |
Two hours a week back, or your next month is on us.
If after 30 days of tuning you're not saving at least two hours a week by your own estimate, or the brief still averages more than one wrong claim, we keep tuning at no charge until it does, or you walk away owing nothing more.
Pricing
Per person, per month
A setup fee per person, then a small monthly retainer per person. It runs on your own AI plan, billed to you directly.
Prices set after our pilot
Request channel pending
Better with Pulse.
Fine without it.
Pulse reads your CRM: deals, stages, close dates. Daybook reads everything else. Together, the promises from email and meetings and the deals from the CRM land on the same morning.
See Pulse