Setting up morning briefings

Get a daily performance summary delivered to your Slack DM at 8am. Here's what's in it and how to customize it.

What's in a morning briefing

Every briefing includes:

The briefing is designed to be scannable. Two minutes and you know where things stand.

Enabling briefings

Tell Ezra turn on morning briefings or enable daily briefing. Ezra will confirm and start the next business day. The default time is 8:00am in your workspace timezone.

Changing the time

Say change my briefing to 7am or send my briefing at 9:30am. Any time works. Ezra confirms the change immediately.

Changing the channel

By default, briefings go to your DM with Ezra. To send them to a shared channel, say send briefings to #affiliate-ops. Ezra needs to be invited to that channel first —if it isn't already, Ezra will let you know.

What triggers alerts vs. what's in the briefing

The briefing is a scheduled summary. Alerts are real-time.

If a conversion spikes 3x overnight, you'll see it in both: an alert when it happens (if you're online) and a line in the next morning's briefing. The briefing never skips something just because you already got an alert for it.

You can configure alert sensitivity separately. Say only alert me on changes over 20% to filter out the noise without affecting what shows up in your briefing.

Pausing or stopping

Say pause briefings to stop them temporarily, or turn off morning briefings to disable them until you re-enable. You can also pause for specific days: skip the briefing this Friday.