# Team Morning Briefing

> Start each day knowing what is due. A routine Jane, the AI employee from Forge AI, runs for staffing and consulting firms.

Every weekday morning Jane reads your applicant tracking system, client database, mailboxes and calendars for each person on the team. She lists their interviews, meetings, submissions due, unworked jobs, replies waiting and overnight signals on their accounts, in order of what is due first. Each person receives the list in Slack or Teams with every item linked to its record.

Page: https://forge-labs.io/routines/morning-briefing/

## How it works

1. **The weekday read starts.** Every weekday morning, before the team starts, Jane reads your applicant tracking system, client database, mailboxes and calendars for each person on the team.
2. **Jane builds each list.** Jane lists each person's interviews, meetings, submissions due, unworked jobs, replies waiting and overnight signals on their accounts, in order of what is due first.
3. **Each list is in chat.** Each person receives their list in Slack or Teams, with every item linked to its record in your applicant tracking system or client database.

**When it runs:** Every weekday morning, before the team starts.

**What stays with your team:** Jane builds and sends each briefing in chat on her own. She sends nothing to anyone outside your team.

**Who uses it:** Recruiters, Account managers, Owners, Managers

**Team:** Operations

**Built for:** IT staffing, IT services and consulting, Commercial staffing, Offshore and nearshore staffing, Executive search, Healthcare staffing, Skilled trades and light industrial, Engineering and construction, Recruitment process outsourcing

**Works with:** Bullhorn, Avionté, Greenhouse, Ceipal, HubSpot, Salesforce, Gmail, Outlook, Slack, Microsoft Teams

## Questions

### What does the Team Morning Briefing routine do?

Every weekday morning it sends each person on your team a list in Slack or Teams of what needs them today, read from your ATS, CRM, mailbox and calendar.

### Does every person get the same briefing?

No. Each briefing is built from that person's own jobs, accounts, calendar and mailbox. Managers can also receive a version for the whole team.

### Can we change what is in it?

Yes. Tell Jane what to add or leave out, such as missing timesheets for the payroll team or overdue invoices for the owner, and she builds it that way.

### Which systems does it work with?

Bullhorn, HubSpot and most other ATS and CRM systems, Gmail or Outlook for mail and calendars, and Slack or Microsoft Teams for delivery.

## Book a demo

https://forge-labs.io/book