The Workleap Brief lists the work waiting on you as a manager, with the source of each item. It sits at the top of Home. When an Administrator turns on its routine, it also arrives by email or Slack every Monday at 9:00 AM.
Find your brief
Go to Home. The brief shows Week of and the date. Use the arrows to see other weeks. Home keeps the last 12 weeks.
No brief yet this week? Home prepares one in a few minutes. If none appears, click Generate my brief.
To rebuild it from your latest tasks, click Refresh (the circular arrow). A refresh sends nothing.
To stop the email and Slack delivery, see How do I manage my routines?
How it works
Each weekday morning, the agent reads your Workleap data and connected apps, and updates your action items.
A task goes in the brief when someone waits on you, you made a commitment, or something is due in the next 14 days. The brief leaves out work more than 21 days late and feedback that another manager owns.
The brief groups tasks by person or meeting. It ranks them by who waits on you, then by due date, and shows up to 20.
App icons show the source of each sentence and task. Click one to open the source.
Suggested marks work the agent thinks is yours but you did not commit to. Worth knowing lists up to 3 facts that need no action.
Act on a task
To | Do this |
Send a drafted Good Vibe, feedback reply or Slack reply | Click Review Good Vibe, Review reply or Review message. Edit the draft, then click its send button. |
Hand the task to the agent | Click the task's button, such as Prep talking points or Book and prep. The agent opens with the request written and asks before it sends or books. |
Mark it done | Check its box. Clear the box to reopen it. |
Keep a suggested task | Point to it and click Keep. |
Remove a suggested task | Point to it and click Dismiss. The agent won't suggest it again. |
When you open Home, the agent checks off tasks it saw handled in your apps. They show Done in your apps. Clear the box if one is not done.
Good to know
The email shows a headline, up to 3 highlights and up to 6 tasks. Click View all in Workleap for the rest.
The email doesn't update after it is sent. Home shows the current state.
Past weeks are read-only.