Every morning. Every person. Priorities already identified.
Daily Advisor delivers a role-contextual briefing every morning—what changed, what's at risk, what to do about it. The work is prioritized before you sit down.
The morning "what should I focus on?" is already answered.
Priorities, already identified
Daily Advisor tells you what matters today before you have to ask. Role-contextual for every person.
Tasks and blocks, one click
Recommended tasks create directly in Salesforce. Calendar blocks time-box the deep work. Zero re-typing.
Managers prep for every 1:1
Open your rep's briefing before the conversation. Same priorities, same data — so the meeting starts with alignment, not discovery.
Daily Advisor sees everything. You save hundreds of clicks.
- • Grand Hotels ($720K) — 8 days in Value Proposition
- • Pyramid Construction ($645K) — assessment overdue
- • United Oil & Gas ($514K) — stalled 24 days
What Daily Advisor sees.
Every briefing is grounded in a complete picture of your world — not a summary of yesterday's notifications.
- Your pipeline — every deal, amount, stage, forecast category, and close date
- Activity history — calls, emails, meetings, and tasks across all deals
- Deal changes — what moved, what slipped, what advanced since yesterday
- Methodology status — qualification gaps and completion across your deals
- Team context — your role in the hierarchy and your direct reports' pipelines
- Fiscal cadence — where you are in the month, quarter, and year
- Your playbook — company-specific selling approach and coaching frameworks
Priorities, tasks, and time — ready before you open your inbox.
Priority narrative
A plain-language summary of what matters most today — the deals, the risks, and the actions that should come first.
Recommended tasks
Specific tasks tied to deals and priorities. One click creates them directly in Salesforce — no re-typing.
Calendar time blocks
Suggested blocks for deep work, follow-ups, and coaching conversations — so the important work gets protected time.
View as Subordinate
Managers open their rep's briefing before a 1:1. Same priorities, same data — so the conversation starts with alignment.
Discuss with Oonu
Hand any briefing item off to a full AI conversation. Go deeper on a flagged deal, explore a risk, or ask a follow-up question.
Three moments that change.
You open Salesforce. Daily Advisor is already there. Three priorities, named. A calendar block for the biggest deal. Two tasks ready to create. You haven't clicked into a single deal and you already know the day.
Five minutes before a 1:1. 'View as' J. Chen. Same briefing they saw this morning. You walk in knowing what they're worried about—because you read it before they did.
Daily Advisor flags a deal with no activity in 14 days. 'Discuss with Oonu' hands off the item to a full conversation. In seconds you have context for the escalation email.
Daily Advisor + Oonu together.
Daily Advisor pushes briefings without being asked. Oonu is where you go when you want to dig deeper. Every Daily Advisor item has a "Discuss with Oonu" link—so the briefing becomes a conversation when you need more. For the story behind how it all works, see Akoonu's AI philosophy.
See Daily Advisor in action.
Every morning. Every person. Priorities already identified.
