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Daily Digest

Owner email summary of calls, missed calls, bookings, failed automations, urgent handoffs, and recovered revenue.

Open feature

What this page is for

Use to keep owners informed without logging in.

How to set it up

  1. 1Add owner notification email.
  2. 2Enable digest settings.
  3. 3Ensure cron/worker runs in production.
Demo workflow

Daily Digest workflow demo

A workspace user opens Daily Digest and needs to understand what action to take.

1

Open the page

Go to Daily Digest from the sidebar or this docs page.

2

Check the state

Read the cards, empty-state message, filters, or table rows to understand current status.

3

Take action

Use the related setup page, action button, or linked workflow to complete the next step.

The user knows what the page does and which action moves the workflow forward.

Related pages