Using the Daily Brief App
Each morning, ContactDrive emails you a short brief: the priority contacts to reach out to, tasks due, and upcoming meetings.
It's the same information you'd get by opening the app — the difference is that it arrives whether or not you remember to open the app, which turns out to be the whole value.
Installing
Add Daily Brief from the Apps marketplace. There's no sidebar item, because the app's entire output is an email.
What's in it
- Priority contacts — who to reach out to today, from the same logic behind Recommended.
- Tasks due — from the Tasks app.
- Upcoming meetings — if you've connected Google Workspace or Microsoft 365.
The brief is built per person, so each member of your team gets their own contacts, their own tasks, and their own calendar.
Getting more out of it
The brief is only as good as what's feeding it. If yours arrives thin, the fix is usually upstream: install Tasks so there's something to be due, or connect a calendar so meetings appear.