Working through the "My Day" dashboard

If your idea of a productive day is working out which inbox to open first, this is for you.

My Day is the page your AI assistants keep writing to. They are not running a nightly batch and handing it over at nine - they watch your mail, your calendar and your calls as the day runs, and add what needs you to a single queue. The list you open after lunch is not the one you left first thing.

You don't plan your day. You open My Day, and the day is already laid out.

Tasks prioritized for you

Between two calls, with ten minutes. Instead of "what do I tackle first?" you scroll once and the answer's already there.

The middle of My Day is your task queue - a single list of everything you need to act on, auto-sorted so the most time-sensitive items sit on top. Leads, emails, meetings, deals, and follow-ups all live in the same view.

Each item shows the type, account, due date, and a priority label (High, Medium, or Low).

Two controls at the top right let you reshape the list:

• Sort / group - by priority, type, account, or due date

• Filter - to just meetings, just emails, or one account

Meet your AI team

Sally runs in the background and populates the queue for you. Her summary sits at the top of My Day so you can scan what is waiting before you dive in. Every number on her card is clickable - tap 2 follow-ups or 6 meetings and the queue below filters to that slice of your day.

Sally, Sales Assistant

Sally watches your inbox, calendar, and call activity through the day. What she adds to your queue:

• Email drafts - replies to prospects, written in your voice

• Meeting prep packs - account history, recent emails, open objections in one place

• Deal suggestions - when she picks up signals in your calls (a price-quote ask, a go-live date, anything that implies an opportunity is forming)

• Tasks and reminders - if a thread or meeting note implies a follow-up, she creates the task so you don't have to remember

In practice - email reply: You come off a discovery call with Ferrix Freight where Cinta asked about per-depot pricing. Sally reads the transcript and drafts the follow-up answering Cinta's question with the right pricing tier and attached the case study from a similar customer. You review, edit a line, send.

In practice - deal suggestion: On your call with Mina-Rau, the prospect mentioned a Q3 go-live across 12 locations. Sally surfaces a suggestion to create a deal, with the stage and estimated value pre-filled from similar closed-wons. One click and the opportunity is in your pipeline.

What you do: Open her card, review the queue, send / approve / edit. Nothing goes out until you've cleared it.

The admin that used to pile up between calls - inbox triage, follow-up drafting, reminders - is done before you get to it.

For admins: Raj, your Revops Assistant

Quarter-end is two weeks away. You want to know if you're going to hit or miss before the leadership meeting.

Admins get an extra card on My Day from Raj, the Revops Assistant. From the top of the page, he surfaces a one-line read of where the forecast stands - for example: "$430K committed but $140K of that needs attention. 20 days left."

Click into the card for the full pipeline view.

You get a quarter-at-a-glance summary, a rep performance snapshot, and the key focus areas Raj has flagged as the biggest levers on your forecast. Each focus area links through to a deal-level breakdown.

Raj is only visible to users with admin access.

Quick wins

If you need help, reach out to us at gethelp@dreamteam.co.