Morning message and daily overview

Use Action Center → For you to see the current decisions, upcoming events, and work in progress. A morning message provides a concise starting point for the day; open the underlying item before acting on a summary.

Open it

On desktop and mobile, open Home → Action Center → For you. Configure the available morning message under Settings → Check-ins.

Read the current overview

  1. Open Action Center and select For you.
  2. Open the morning note when it appears.
  3. Review Needs you for decisions and Coming up for meetings or other time-sensitive work.
  4. Open the relevant card, person, event, or History record for the evidence.

The content depends on connected sources, available context, and successful checks. A missing or unreadable calendar can make the overview incomplete. Read any source or freshness warning instead of treating a short summary as a complete audit of your day.

Set up the morning message

Open Settings → Check-ins. Review the check-in status and morning-message settings offered for your account. Use the available morning-message toggle and inspect the effective delivery time shown in the check-in status sheet. Use Settings → Notifications to choose delivery channels. The check-in status sheet shows the current quiet-hours window and effective morning time.

Quiet hours can move delivery later. A scheduled time is not proof that a message arrived: check the actual message and current status if delivery matters. Accounts without check-ins see an availability message rather than working controls.

Continue from the summary

Open the underlying card to approve, reply, or change the plan. If replying to a morning email, make the item explicit: “For the supplier delivery item, prepare a follow-up for tomorrow. Show me before sending.” Approval and identity checks still apply.

A morning summary is not a live task list. For the latest status, reopen Action Center. For a previous interaction, use History or ask in the relevant conversation rather than expecting old summaries to update.

If it does not arrive

Confirm that check-ins are on, the morning option is enabled, the delivery destination is correct, and the displayed time and quiet-hours window match your expectation. Review credits and connection errors. Include the expected local time and timezone when contacting support.