Daily briefing
The home dashboard is your daily briefing. It's the screen to open every morning for the first month, so you build the habit of letting the app surface what to do instead of trying to remember every relationship in your head. The page combines a chat composer at the top with a clean worklist of what needs you today, and every row has an inline action so you can close it out without leaving the page.
The header reads Daily Briefing with a greeting and a sentence summarizing your counts, for example "Good morning, Sarah. You have 3 meetings today and 5 items that need attention." Below the greeting is the "ask Nora anything" composer where you can type or speak a question. Sending a message opens the assistant drawer on the side so the worklist stays visible. The full worklist appears right underneath.
Where to find it
Where to find it: It's the screen you land on after you log in. You can return to it any time by opening /dashboard or clicking the ReferralPulse logo at the top of the sidebar. On the iOS app, the same worklist lives on the Briefing tab in the bottom navigation.
The briefing only shows sections that have something in them. On a quiet day you'll see a short list, on a busy one you'll see several sections. When there's nothing left, the page shows a "You're all caught up" message instead.
The analytics dashboard (pipeline value, conversion rate, revenue charts, top connectors) lives under Network Overview at /dashboard/reports/overview. The home screen is focused on action, not reporting.
Today's Schedule
Meetings and tasks due today. Meeting rows show the time and detail, a Prep ready badge when the app has prepared a briefing for that meeting, and a View link to the Meetings page. Task rows have a circle you can tap to check off, plus a Mark done button. This section only appears on days when you have something scheduled.
Needs Your Attention
This is the heart of the briefing. It collects the things that have been waiting: urgent referrals, overdue tasks, and stuck referrals that haven't moved in a while.
Because this list can run long, you choose how it's broken up with the Group by toggle in the section header:
- Urgency buckets items by how pressing they are: Urgent first, then Overdue 30+ days, Overdue 1 to 4 weeks, and Due this week.
- Type splits them into Overdue Tasks and Referrals to Follow Up.
Your choice sticks across visits. Referral rows have a Log update button that opens a small note box right there, so you can jot what happened ("Called, waiting to hear back") and clear the item. There's also an Open link to the full referral. Task rows have Mark done.
Working this section top to bottom for two minutes each morning is the single highest-leverage habit in the app. It's what stops referrals from going cold.
Drafts Ready to Send
Emails your assistant has drafted on your behalf, ready for a quick review. Thank-you notes for referrals you've received, status updates for partners waiting to hear what happened, and stay-in-touch reach-outs.
Each row has a Review & send button that opens the draft editor without leaving the briefing. You check the recipients, edit the subject and message if you want, and send. You always review the draft before it goes out. The app never sends anything on your behalf without you clicking send.
For the full set of drafts and the Sent, Dismissed, and All tabs, see The action queue.
Meeting Prep
Short briefings for upcoming meetings. Tap a row to expand the full briefing in place, read it, then tap Got it to clear it. These are in-app notes, nothing gets sent. This section only appears when you have upcoming meetings with briefings ready.
Revenue at risk
When you have open referrals that haven't moved in over 30 days, an amber banner shows the total dollar value at risk. Click it to jump to your open referrals and follow up.
While You Were Away
Things that happened since you last checked: partner replies to your emails, and other overnight notifications. Each row has an Open link to the relevant partner when there is one, and a Mark read button to clear it.
Get more out of your assistant
The briefing is only as sharp as the data behind it. A few things shape it most:
- Referral status accuracy. Marking referrals Won, Lost, or Declined as they actually resolve is what keeps "stuck" and "at risk" items honest. A referral left Open for months will keep surfacing.
- Logged activity. When you log an update, mark a task done, or record a meeting, the app updates its sense of when you last touched each partner. That's what makes the stay-in-touch drafts and attention items land at the right moment.
- Partner profiles. The richer a partner's profile, the warmer the drafts the assistant prepares for them. A blank profile produces generic prose.
On the iOS app
Where to find it: Bottom navigation → Briefing tab.
The mobile briefing is a streamlined version of the same worklist. It leads with Today's Meetings, then a revenue-at-risk banner, then Act on These (the attention items plus the assistant's drafts), Today's Priorities, and a Recent Activity feed at the bottom. Tap any row to act on it. A Refresh control at the top reloads the list.
You can also ask the assistant about your day by voice:
What's on my plate today?
The assistant reads back what needs you and you can act on each item by saying things like "draft a thank-you to Sarah for that referral" or "mark the Watts referral as won."
Open the Briefing tab when you sit down with your coffee. Two minutes there sets the tone for the day. Open it again before bed, especially the first month, to make sure nothing's lingering.