Daily Advisor

Guides and documentation for Daily Advisor.

Daily Advisor Overview Video An introduction to Daily Advisor — proactive AI briefings every morning, tailored to your role.Tasks and Calendar Video How to create Salesforce tasks and calendar events directly from Daily Advisor recommendations.Manager Review Video How managers can view their team's Daily Advisor briefings to prepare for coaching conversations.Discuss With Oonu Video How to continue a Daily Advisor briefing as a full conversation in Oonu for deeper analysis.Custom Instructions Video How admins can configure what Daily Advisor focuses on and how it structures its briefings.