Objective
Get a complete picture of your day: calendar, pipeline health, recent emails, stalled deals, and the single highest-impact action. Everything a seller needs to know before the first meeting.
Outcome
You walk into the office knowing exactly where to spend your first hour. No surprises.
When
7:00 AM
Duration
10 min
Steps
5
Prompts
4
Open Adrata and check today's list
1 minToday's list ranks the work that matters today: open tasks, buyer replies, calendar pressure, pipeline risk, buyer-room gaps, and the best people or accounts to advance. Start here.
Get your full morning briefing
30 secOne prompt gives you everything. The AI pulls calendar, inbox, deal health, pipeline metrics, and activity history. It prioritizes what matters and tells you the one thing to do first.
Prompt
Give me my complete morning briefing. Include: my meetings today with who is attending, any emails I received overnight that need a response, which deals are stalling or at risk, my pipeline numbers, and the single most important thing I should do first.
Expected result
A complete brief: today's meetings with attendee context, urgent emails flagged, stalling deals identified, pipeline snapshot, and one clear top priority.
Check for deals going cold
30 secRelationship strength scores (1-10) decay over time without engagement. This catches accounts slipping before they ghost completely.
Prompt
Which contacts are going cold? Show me anyone whose relationship strength dropped in the last week.
Expected result
A list of contacts with declining scores and the last touchpoint for each.
Review unanswered emails
30 secOvernight emails from prospects and customers are time-sensitive. The AI cross-references your inbox with your pipeline to flag the ones that matter.
Prompt
Show me emails I received in the last 24 hours that I haven't replied to yet. Flag anything from a contact in my pipeline.
Expected result
Unanswered emails sorted by priority, with pipeline contacts highlighted.
Review pipeline numbers
30 secConfirm your pipeline count matches what you see in the left panel. This is your total addressable universe for the day.
Prompt
How many people are in my pipeline? Break it down by leads, prospects, and opportunities.
Expected result
Pipeline total with breakdown: targets, leads, prospects, and opportunities.