How to read your updates and the daily brief

Updates is the part of the Agent panel where Tideswell tells you things without being asked. It holds what the daily check noticed, the suggested changes waiting on a decision, the daily brief, and the changes already made from suggestions. See What is the Agent? for the Agent itself.

To open it, press the orb on the right edge of any page (on a phone, at the right of the top bar), press History, then Updates at the top of the list.

What is in Updates?

Up to four sections, each shown only when it applies to you:

• What the workspace noticed: things the daily check found that look wrong.
• Waiting on a decision: suggested changes waiting for someone to approve or refuse them.
• Briefs: the daily briefs, newest first.
• Changes made from suggestions: what was changed, by whom, with Undo.

When none of the four applies to you, Updates reads "Nothing here needs you right now."

The first, second and fourth sections need the Brain module switched on in Settings › Modules and the See what the Brain has noticed row on Settings › Permissions, which members have by default. Briefs needs the Brief module, as covered below.

What does "What the workspace noticed" show?

Once a day the What needs attention automation checks the workspace for things that look wrong, such as a customer waiting on a call back, work nobody owns or an automation that stopped. Each finding is one sentence with the evidence under it, and often a link to the records involved.

Press Dismiss on a finding you have dealt with or do not care about. Dismissed findings are remembered so they are not raised again, and a check dismissed repeatedly switches itself off.

Dismissing needs the Dismiss or turn down the Brain's suggestions row on Settings › Permissions (leads and admins by default). Anyone with Manage automations sees Start over once something has been dismissed, which forgets those dismissals.

Where do suggestions waiting on a decision come from?

From the Agent, when someone asked it to make a change. Approving, refusing and undoing them is covered in How to approve, refuse or undo a suggested change.

What is the daily brief?

A written briefing produced each morning: a headline, then a list of insights about what changed in your store and what to do about it. It is the Agent working without being asked.

What has to be in place for briefs to appear?

Three things:

• The Brief module is switched on in Settings › Modules, per How to switch parts of Tideswell on and off.
• You hold See sales, inventory, reports and the daily brief on Settings › Permissions. Leads and admins have it by default; see How to set who can do what.
• The Daily analyst brief automation is switched on in Brain › Automations, per How to turn an automation on, off, or run it now.

If Updates has no Briefs section, ask an admin about the first two. If the section is there but reads "No brief yet. It runs each morning once enabled.", the automation has not run yet.

How do you open a brief?

Under Briefs, Updates lists the 30 newest by headline and date. Click one to open it in the panel, and press Back to updates to return to the list.

The Inbox note that a brief is ready, "posted the daily analyst brief", opens the same Updates view. So does an old link to the Brief page.

What is in a brief?

The date it was written sits at the top, then the headline, then the insights. Each insight carries:

• A severity in a coloured pill: Act in red, Watch in amber, or Info in grey. Act means it needs action now.
• A title and the detail, in plain English.
• The evidence behind it, as bullets.
• A recommendation, where there is one.

When the brief covers both, insights are split under Store and Marketing headings. A confidence note sits at the foot.

How do you turn an insight into work?

Press Create task on an Act or Watch insight. The normal task form opens with a suggested title and description already written.

You still pick the department and anything else, exactly as with any task, so nothing is created behind your back. See How to create a task.

Info insights carry no suggested task, because they are context rather than something to do.

How should you read the severity?

Act is the one that needs action now. If you read nothing else on a busy morning, read the Act insights and create tasks from them.

Watch is worth a glance and often worth a task with a date a few days out. Info is background, and skipping it on a busy day costs nothing.

What is the confidence note for?

It declares what the brief could not see. A brief is written from whatever data sources were reachable that morning, and when one was not, the brief says so.

A brief written with a source missing also shows "Some sources were unavailable. See the confidence note." at the top. Read the note before acting on a surprising insight, the same habit as How to check where the figures came from.

Why read back through older briefs?

Because the list tells you whether a problem is new. Reading back a fortnight shows whether the brief has been flagging the same thing for two weeks while everybody skimmed past.

Where do you switch it on and choose the model?

In Brain › Automations, which needs the Manage automations row on Settings › Permissions. The brief is the Daily analyst brief row in the Alerts list, and its on and off switch sits at the end of that row.

Click the row to open its panel. Written by picks which AI model writes the brief, and Also by email under How they get it adds an email. Changes save as you make them.

The brief is written once a day, from 8am in your shop's time zone. Run now, at the foot of the panel, says "Run started." and writes today's brief straight away if it is past that hour and today's has not been written yet.

The email reaches each person at 8am in their own time zone, so a colleague abroad gets it at the start of their day. See How to set your time zone.

Who else finds out when it is ready?

Whoever is chosen under Who gets it in the same panel. Everyone with Mission Control, the default, means everyone holding that row, including people given it later.

Only people I pick starts with all of them picked. Click a name to take it off the list or put it back.

A note that the brief is ready lands in each recipient's Inbox, and with Also by email on, it arrives by email too.

Choosing recipients is How to choose who gets an alert and how often.