Sidekick Brief
The morning brief your operation writes for itself: overnight email, threads, tickets, and calendar distilled into one prioritized page — what needs a reply, what needs a decision, and what your first meeting is really about.
What you get
One page, every morning, per person. What arrived overnight that actually needs you — replies owed, decisions pending, threads going sideways — ranked, with one-line summaries and links back to the source. Before each meeting: who's in the room, what was said last time, what's open, what to ask. A weekly recap closes the loop on what moved and what stalled.
What makes it different
Generic summarizers compress everything equally. Brief is grounded in your operation: it knows which threads you own, which customers matter, and what you already handled, because it reads from the same governed data layer as the rest of the stack — with per-user permissions, so nobody's brief contains what they couldn't see themselves.
What it can do for you
Reclaim the first hour of the day and stop walking into meetings cold.
- Prioritized morning brief from email, chat, tickets, calendar
- Needs-reply detection with drafted responses one click away
- Meeting prep: context, history, open items, suggested questions
- Weekly recap: decisions made, promises outstanding
- Delivered where you work — email, Slack, or the dashboard
- Bilingual EN/FR, per-user language preference
When it makes sense
Mornings start with forty tabs. Managers spend the first hour reconstructing state instead of acting on it. Handoffs between time zones lose context. If the team's answer to 'what's happening' lives in six tools, Brief is the seventh that reads the other six.
How we ship it
Typical deployment is 2 weeks: connect email, calendar, and chat through governed read-only scopes, tune the priority rules with a pilot group, then roll out per team. Pairs naturally with Sidekick Flows — the brief surfaces what needs doing; Flows does it.
Questions people actually ask
Could my brief show me something I'm not supposed to see?
No. Each person's brief is built with their own permissions — it reads from the same governed data layer as the rest of the stack, so nobody's morning page contains anything they couldn't have opened themselves. Your brief is yours; your colleague's is theirs.
Does it send replies or touch my inbox on its own?
No. Brief connects to email, calendar, and chat through read-only scopes (permissions that allow looking, not changing). It can draft a reply and put it one click away, but you send it — the product never acts in your name.
How long until the team gets its first brief?
A typical deployment is 2 weeks: connect email, calendar, and chat through governed read-only scopes, tune the priority rules with a pilot group, then roll out per team. It arrives where you already work — email, Slack, or the dashboard — in English or French, per person.
The brief tells us what needs doing. What about actually doing it?
That's the natural next step, and it's deliberately a separate product: Sidekick Flows handles the doing, with approval gates, on the same stack Brief reads from. You can also graduate to a custom build if your operation needs briefing logic the packaged product doesn't cover — the data layer underneath is yours either way.
Frequently paired with
Related products
Meeting and call recordings in, structured summaries out — decisions, action items, follow-ups, sentiment — and writes back to your CRM, ticketing, or project tool through MCP rather than ending up as another note nobody opens.
Packaged AI workflow automations for the repetitive work: triage, drafting, routing, enrichment, and follow-ups — event-driven or scheduled, with an approval inbox in front of anything risky.