5 docs tagged with "Advisory"

Draft an advisory note to a client in Atlas with AI from the figures on screen, check every number in the message, then copy it or open it in your mail client.

Advisory in Atlas ranks your clients by what needs doing, groups the work by type, and drafts a note to each client with AI from the figures on screen.

Choose which advisory signals fire in Atlas, set the thresholds that trigger them, and control the tone, sign-off and daily AI limit for drafted notes.

Use the Advisory view in Atlas: the summary tiles, status tabs and preset filters, Queue and Portfolio modes, and the attention panel for a single client.

A daily routine for Advisory in Atlas: read the summary tiles, pick a bucket, draft one note per client in a few clicks, then review and send each one.