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