Using the Agenda Assistant for Daily Summaries
Overview
The Agenda Assistant is a valuable tool designed to keep you informed about important activities in your database with a daily email summary. This feature helps you stay on top of scheduled items like appointments, To-Dos, and special events. Additionally, you can include information from your Saved Searches to monitor key metrics, such as new contacts added to your database. You can customize what information is included, who receives the daily email, and at what time it is sent.
Using the Agenda Assistant Video
How to configure the Agenda Assistant
1. Navigate to the Agenda Assistant. Hover over the Automation menu and click on Agenda Assistant.
2. Enable and Customize Your Settings. On the Agenda Assistant page, you will see several options to configure your daily email.
- Click the checkbox to Enable Agenda Assistant.
- Choose the information you want to receive, such as Appointments, To-Dos, Overdue To-Dos, and Special Events. You can also select your Saved Searches to include in the summary.
- Enter one or more email addresses in the "Where to send it" field.
- Select your preferred time of day for the email to be sent from the dropdown menu.
Agenda Assistant: Questions and Answers
Q: What is the purpose of the Agenda Assistant?
A: The Agenda Assistant emails you daily to remind you of Appointments, To-Dos, Overdue To-Dos, and Special Events within your account.
Q: Where can I find the Agenda Assistant?
A: The Agenda Assistant can be found in the Automation menu.
Q: What types of reminders can I receive through the Agenda Assistant?
A: You can set up the Agenda Assistant to remind you about calendar events, to-do's, birthdays, and important dates. It also includes reminders for overdue to-dos and special events.
Q: Can I include information from my Saved Searches in the Agenda Assistant email? A: Yes, the Agenda Assistant email can even include some of your Saved Searches. For example: You have a saved search called "New Contacts: Last 48 hrs." To stay informed about the number of leads you've received in the last 48 hours, you can instruct the Agenda Assistant to incorporate this saved search into your email.
Q: How do I specify who receives the Agenda Assistant email?
A: You can enter the email address or addresses of the people you want to receive the daily Agenda Assistant reminders. You might want an email to go to you and your assistant.
Q: How can I see what the Agenda Assistant email will look like?
A: You can get a preview of the day's tasks by clicking Show Email Preview at the bottom of the Agenda Assistant settings page.
Q: How can I check when the Agenda Assistant was last sent and when it will be sent next?
A: Highlight the text just under the Agenda Assistant title on the settings page to see when it was last sent and when it will be sent next.
Q: Can I customize the specific criteria for the reminders?
A: Yes, when enabling the Agenda Assistant, you choose what you would like sent, where you want it sent, and when to send it.
Q: Can I customize the time of day the Agenda Assistant email is sent?
A: No, the Agenda Assistant is automatically sent at the same time each morning. You can not customize this time.
Q: If I have a team, can the Agenda Assistant email be sent to multiple team members?
A: Yes, you can specify multiple email addresses to receive the daily Agenda Assistant reminders. You might want an email to go to you and your assistant. Also, each Team user in the system will be able to set up their own Agenda Assistant with their To-Dos and reminders.
Q: Does the Agenda Assistant remind me about birthdays for both the primary contact and the "Other Contact" on a contact record?
A: Yes, if the primary contact or "Other Contact" have a birthday in the system, you will receive a reminder about that birthday from the Agenda Assistant.
Video Transcript
The Agenda Assistant will send you an email each morning to let you know what’s going on in your database. The Agenda Assistant can be found here in the automation menu. To activate this feature, first check this box here. You can set up the Agenda Assistant to remind you about things like calendar events, to-do’s, birthdays, important dates, and more. The Agenda Assistant email can even include some of your Saved Searches. For example, you have a saved search called “New Contacts: Last 48 hours.” To stay informed about the number of leads you’ve received in the last 48 hours, you can instruct the Agenda Assistant to incorporate this saved search into your email. Here you will put the email address or addresses of the people you want to receive the Agenda Assistant Reminders each day. Lastly, clicking this button will show you what your Agenda Assistant emails will look like.