Daily Advisor Overview

Last updated April 22, 2026

Daily Advisor is an AI-driven feature that provides a daily prioritization based on your role, your team, your pipeline, all recent and upcoming activities, your sales methodology and playbook, and how your sales team operates. Every morning, it digests all that information and presents your top priorities for the day.

This article introduces the Daily Advisor and what it provides.

What Daily Advisor knows

Daily Advisor builds its briefing from a broad set of context:

  • Your identity and role — It knows who you are and your place in the team hierarchy. A VP of sales gets a team-level briefing; a rep gets deal-specific actions.
  • Pipeline and opportunities — All open deals for you and your team, including close dates, stages, and forecast categories.
  • Activities — Recent and upcoming tasks, calls, events, and emails across your deals.
  • Sales methodology — Your configured methodology fields and playbook, so it can identify qualification gaps.

What you get

The Daily Advisor screen has two main sections:

  • Summary digest — A narrative prioritization identifying deals requiring immediate action, pipeline observations, and quick wins. The content adapts to your role level.
  • Recommended tasks and time blocks — Specific actions and calendar suggestions based on what the AI found in your activities and pipeline. See Tasks and Calendar for details.

Getting started

Open the Akoonu app in Salesforce and click the Daily Advisor tab. Your briefing generates automatically based on your current data.

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